UST Auto Number for Dynamics 365

UST Auto Number for Dynamics 365 is a versatile and powerful Dynamics 365 extension, expertly designed to revolutionize data management and record tracking within CRM systems. This tool addresses a critical need for streamlined, automated data management across different user roles and solves the challenge of maintaining unique and consistent record identifiers in large, complex databases.

For system administrators, it offers a solution that significantly reduces manual effort and IT dependence. Business users enjoy enhanced operational efficiency and data consistency provided by this systematic approach to record management. This product presents an opportunity to enhance operational efficiency, data integrity, and overall CRM effectiveness for diverse business environments. It’s the ultimate solution for businesses; it goes beyond being just a tool; it’s a strategic asset for organizations aiming to enhance their CRM capabilities, ensuring data is managed with the utmost efficiency and accuracy.

Key features:

• Automated Number Generation: Simplifies the creation of unique identifiers for various entities within Microsoft Dynamics 365, which is crucial in large and complex databases.
• Customizable Number Formats: Users can personalize number formats with prefixes, suffixes, and sequence resets to align with specific business needs.
• High-load and High-concurrency Support: The tool includes a robust auto-number plugin with advanced locking mechanisms, ensuring reliability and consistency even under significant load and in multi-server environments.
• Flexible Reset Feature: Equipped with a reset feature that enables daily, monthly, yearly, or custom resets of numbering sequences, adding to its adaptability.

Customer benefits:

• Enhanced Data Management: Streamlines the management of CRM records, providing a systematic and automated approach to assigning identifiers.
• Operational Efficiency: Reduces manual intervention and reliance on IT support, allowing for a more efficient operational workflow.
• Data Consistency and Integrity: Ensures each record is uniquely and consistently identified, vital for maintaining data integrity across the CRM system.
• Customization and Flexibility: Meets diverse business requirements, providing flexibility and customization in data handling and record management.
• Scalability: Capable of handling the needs of both small businesses and large enterprises, making it a scalable solution for growing organizations.

Microsoft Technology Used: Dynamics CRM, C#

Industries: Education, Financial Services, Retail & Consumer Goods, Government, Healthcare, Hospitality & Travel, Telecommunication & Media

Applicable Products: Customer Service, Project Operations, Field Service, Marketing, Power Apps, Project Service Automation, Sales

About UST

For more than 20 years, UST has worked side by side with the world’s best companies to make a real impact through transformation. Powered by technology, inspired by people and led by our purpose, we partner with our clients from design to operation. Through our nimble approach, we identify their core challenges, and craft disruptive solutions that bring their vision to life. With deep domain expertise and a future-proof philosophy, we embed innovation and agility into our clients’ organizations—delivering measurable value and lasting change across industries, and around the world. Together, with over 33,000 employees in 30+ countries, we build for boundless impact—touching billions of lives in the process. Learn more at ust.com.