Auto Numbering For CRM 2011

In several entities you can find that some numbers are unique and auto generated. By the auto-numbering feature of CRM 2011 we can change the Prefix and length of the suffix as we like. To do this please follows below steps:

1.    Go to Setting.

2.      Click on under System in entity navigation pane.

3.      Select Auto-Numbering option. (Auto-Numbering dialog box will appear).

4.      From here you can change the numbering format for entities like:

             a.       Contract (Transaction in this case, as I have changed the entity Contract to Transaction)

             b.      Cases

             c.       Articles

             d.      Quotes

             e.      Orders

             f.        Invoices

             g.   Campaigns

5.      For each entity you can change the Prefix as you like. (Maximum 3 Character).

6.      Number will remain unchanged.

7.      You also can change the suffix length (4/5/6) for each entity (except Articles).

8.      A preview will show you the final format of that auto-generate number after your changes.

9.      Click on OK.

***** Thank You *****