Set Auto Number field value conditionally in Dynamics 365 / Dataverse

Recently we had a requirement to use auto numbers for lead records. However, based on where the lead records are being created from, we wanted to specify a different prefix to it. For leads created manually, the format should be prefixed “L” followed by “– “and then 10 digit sequence number. L-{SEQNUM:10} And if created … Continue reading “Set Auto Number field value conditionally in…

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Set Auto Number field value conditionally in Dynamics 365 / Dataverse

Recently we had a requirement to use auto numbers for lead records. However, based on where the lead records are being created from, we wanted to specify a different prefix to it. For leads created manually, the format should be prefixed “L” followed by “- “and then 10 digit sequence number.

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Author: Nishant Rana

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