Wednesday, August 26, 2015

MSCRM 2015: Creating a Custom Quote Number

I recently had a client request where they did not want to use the out-of-the-box quote numbers provided by MSCRM. Instead, they wanted to use a custom ID that would be a combination of letters and numbers. This may make sense for users if the quote number includes something meaningful like the date or a product line code.

In order to achieve this, I used the Auto Numbering feature of the Adxstudio Productivity Pack. (The Marks Group is not affiliated with this company.) Once you've imported the solution, you can use it in your workflows.

1. Create a new field for your custom quote number.
2. Create a new auto numbering definition by going to Settings > Auto Numbering Definitions. Give it a name and specify the format. My format is "Demo-{0}" where {0} will be the auto-generated number. In the digits field, specify the number of digits for your numbers.
3. Create a workflow that will set your custom quote number
4. In your workflow, set it to run after the record is created.
5. Add a step to your workflow that will create a record and choose Auto Numbering Request from the option set. Then fill in the name of your definition.

6. Next, add a step to the workflow to update the quote with your new quote number.

7. Activate your quote and test it out! You'll probably want to hide the OOTB quote ID but I'm going to talk about this and revisions in my next blog post. Stay tuned!


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