IBS Autonumbering

Streamline and organize your records with ease using our Autonumbering solution for Dynamics 365. This tool allows you to automatically assign structured, sequential numbers to various entities, helping to maintain consistency and improve data tracking across your organization.

Key Features:

• Custom Counter Formats: Define custom numbering sequences for multiple entities such as Opportunities, Contacts, and Invoices. Configure unique formats such as , , or to differentiate between records easily.
• Date Integration: Add date information to your numbering sequences in a variety of formats, such as , allowing for better organization based on time-sensitive data.
• Business Unit & Account Information: Include business unit or account data in your autonumbering to categorize records based on ownership, providing an added layer of clarity.
• Highly Configurable: Set custom prefix, suffix, and number lengths to suit your business needs. Start counters from any point or length for easy adjustment to your existing data structure.
• Yearly Reset Counters: Enable counters to reset annually, ensuring easy tracking of year-specific records like contracts or customer engagements.
• On-Create or On-Update Flexibility: Configure autonumbering to trigger on record creation or updates, giving you complete control over when and how numbers are assigned.
• Seamless Workflow Integration: The solution integrates effortlessly into existing workflows and can be utilized within processes such as automatic numbering for sales orders, customer tickets, or invoices.

Ideal for:

• Sales Teams: Simplify opportunity tracking by assigning clear, sequential opportunity numbers.
• Finance Departments: Automate and track invoices with structured numbering that incorporates invoice dates and prefixes.
• Customer Support: Manage customer cases or tickets with automatically assigned case IDs, improving issue resolution and case logging.

Why Choose Our Solution:

Our Autonumbering solution enhances the overall efficiency of your data management by eliminating manual entry errors and ensuring unique, readable identifiers for every record. Customization options allow you to tailor the solution to fit any business scenario, while maintaining consistency across your Dynamics 365 system.