Set Auto-Numbering

Contracts, cases, articles, quotes, orders, invoices, and marketing campaigns are automatically numbered by Microsoft Dynamics CRM. If your organization has standard numbering formats, you can change the default 3-character prefixes and number format to match your organization.

Can I do this task?

1. In the Navigation Pane, click Settings, click Administration, and then click Auto-Numbering.
2. In the Set Auto-Numbering dialog box, click a tab to select the record type that you want to change.
3. In the Prefix box, enter up to 3 characters, symbols, or numbers.

   Prefixes are system-wide and are used for all system-generated numbers for the selected record type. If you change the prefix for a record type, it will not change the prefix of numbers that have already been assigned.

4. In the Number box, enter the starting number.

   If you have not set a numbering format before, the Number box displays 1000. After you set the numbering format and save your settings, this field is set to read-only and you cannot modify it.

5. If you are setting auto-numbering formats on any tab except Articles, in the Suffix Length list, click a number. In the confirmation message, click OK.
6. To save your settings, click OK.

Notes

• The suffix is used for records that were created while you were offline and for which the number cannot be guaranteed to be unique.
• The prefix of the tracking token for e-mail messages is set in the System Settings area. More information: Manage System Settings