Power AutoNumber

This popular PowerPack add-on automatically inserts sequential numbers, random letters, dates, times, or even other field values into any field of any entity within Dynamics 365. The ability to assign a customizable and unique ID to a field – whether it be in a custom entity or an out-of-the-box field like Account, Quote, Invoice, Work Order, etc. – can be beneficial in organizing and tracking records.

It’s as simple as installing the solution, choosing the format, and pointing it to the entity and field on which it should be applied. And it requires no custom coding whatsoever!

PowerAutoNumber works on any record: existing, new, and imported. It can also be configured to fire only when a new record is created, only when an existing record is updated, or both. For example, it can be programmed to auto-populate a number in the Account field only when an Opportunity associated with that Account has been marked as Won.

Features

Auto-insert in multiple fields per entity (Account, Case, Product, etc.)
Auto-populate a field (or fields) upon saving a record
Auto-concatenate two fields into one
Choose from multiple formats (see screenshot below for details)

Features Specific to Sequential Numbers

See screenshot below for formatting specifics.

You can start at any number (1, 563, 987654321, or any other number – your choice!)
The number can be as many digits as you like (e.g., if you elect to start at 563, the auto-populated number could be 563, 00563, 000000000563, etc. – again, your choice!)
Within each field, numbers will be added sequentially and are guaranteed to be unique

Pricing: $1.50 per user

Price is per user, per month. All enabled users are automatically counted – this includes read-only users, admin-only users, and service accounts.

Solution Requirements

ADFS forms based authentication Any Online or on-premise implementation of: CRM 2016 / Dynamics 365

Attention

Starting June 1, 2021, we will begin charging a $20 monthly base fee per PowerPack add-on used in your organization. This new charge, which is in addition to your regular user-based charge, will enable HCL-PowerObjects to continue innovating new and exciting ways to enhance your Dynamics 365 experience.

Resources

Importing a New PowerPack

The first step in getting started with any managed solution in Microsoft Dynamics CRM is to import the solution under the Solution section of CRM. To navigate to this section, you would simply go to Settings > Solutions > Select the Import button from the ribbon. This will prompt a dialog box that will walk you through the import process, which is shown below.

To begin the import process navigate to Settings > Solutions in your CRM environment.
Click on the ‘Import’ icon.
IMPORTANT: If you do not have the proper security permissions to upload a solution you may need to contact your CRM Admin.
“Browse” and select the PowerPack solution file that you have previously downloaded to your desktop, once the zip file is populated select “Next”.
The next screen will verify the details of the solution you are about to import, select “Next” to move on.
On the next screen you will have to make sure that the “Enable any SDK message processing steps included in the solution” option is selected. Once this box is checked, select “Import” in the lower right corner.
IMPORTANT: If you do not select this checkbox the solution will not function properly.
Once you have selected the import button a new dialog box will appear showing you a progress bar for the import. This step usually takes between 5–10 minutes, depending on the complexity of the solution.
Once the import has completed, you will see a screen with an overview of the import and components. Simply select close and move onto the registration process.

Once the import has completed, double-click on the PowerPack solution you just imported from the solutions list in CRM. This will open the configuration screen of the PowerPack solution, where you can select if you'd like to register for a 30-day free trial or subscribe to the add-on.

Under the “General” section fill-in the required information, including your communication preferences, once you have completed the form select the “Submit” button which is located under the “Profile” tab of the form.

In order to successfully register and use a PowerPack Solution you will need to agree to the terms of our License Agreement, Terms of Service and our Privacy Policy. Please note, declining the terms of use will stop all PowerPack functionality.

Some PowerPacks require connections back to your CRM environment to process data from our cloud. If your PowerPack requires this connection, you’ll see fields for service user username and password. If that is the case, please input credentials of a user that has, at minimum, the Powerxxx Service User security role assigned. This security role includes the minimum level of access this user needs, in order for the add-on to function properly.

Note: This user cannot have two-factor, or multi-factor, authentication turned on.

For information on using the solution please refer to the corresponding user guide.

Updating a PowerPack Solution

All of the add-ons are constantly being enhanced with awesome new features, so it's always a good idea for users to make sure their PowerPack add-on are up-to-date.

Updating an add-on is quick and easy! Simply follow these 5 steps:

Download the latest solution .zip file from the respective PowerPack web page
Log into CRM and navigate to Settings > Solutions
Click Import and walk through the import steps. Remember to select the options to Overwrite Customizations and activate and processes upon re-import. If presented with the option to "Stage for update", leave the checkbox un-checked.
Note: Choosing to Overwrite Customizations will only overwrite any back-end plugins that may have been updated since the previous version was installed.
Once the import has completed navigate back to the solutions list and double click on the PowerPack you just imported to open the configuration. Here you may be asked to clean up the components of the solution. If prompted, select ok.
Once the clean-up has completed, select Submit to re-sync your registration with the PowerObjects registration system and you are done!

PowerAutoNumber Changelog

PowerAutoNumber

Easily insert random numbers or letters, dates or times in any field of any entity in CRM automatically. Use a combination of numbers, letters and dates in your fields, and have the ability to number more than one field in each entity. Random numbers are also guaranteed to be unique.

Change log

Version: 2.0.4.0
Date: 6/4/2021

-Users are now required to save a target service location before creating definitions. This will help to prevent the issue where if a user had no target service selected and tried to create a new definition, they would get a business process error.

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Version: 2.0.3.0
Date: 1/27/2021

-Removed the out of the box business process flows permission
-Unchecked the entity metadata option
-Updated the wording on the main screens from "Initialize number" to "Initial Number"

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Version: 2.0.2.0
Date: 11/23/2020

-Contains deprecated code changes

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Version: 1.3.7.2016
Date: 5.4.2020

-Fixed issue where deployment wizard was not working properly in 2016 version of PowerAutoNumber. Users can now use deployment wizard to re-deploy autonumber definitions to new cloud

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Version: 1.7.0.0
Date: 2/12/2020

-Updated PowerAutonumber model driven app with link to Customer Ideas Forum (User Voice).

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Version: 1.5.0.0
Date: 12/31/2019

-Model-Driven App included in V9 solution. This will make it easier to use PowerAutoNumber in the UCI. With this app, you will no longer need to add PowerPack components to the sitemap, as the PowerPacks will come with built in UCI navigation

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Version: 1.3.6.90 & 1.3.6.2016
Date: 6.4.2019

-Added support tab in PowerAutoNumber configuration page (PowerAutoNumber solution/Configuration/Support), which allows users to open a ticket directly from the solution and reduces the amount of time for PowerPack pros to troubleshoot the issues.

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Version: 1.3.5.90 & 1.3.5.2016
Date: 4/29/2019

-Initial release of Dynamics 365 online UCI compatible version
-Solution will now display a warning message if the user tries to redeploy the PowerAutonumber definition without submitting the profile tab in a sandboxed environment
-Enhancement: Added trace logging to the POAN definition and its downstream classes, so it will be easier to track the errors.

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Version: 1.3.3.2016
Date: 11/21/2018

- TLS1.2 and updated with new user count logic

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Version: 1.3.2.2016
Date: 8/10/2018

- Added a timestamp to the plugin trace logs

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Version: 1.3.1.2016, 1.3.1.2015, 1.3.1.2013
Date: 6/12/2018

- Removed PO cloud as an option from the list of deployment options
- Gave users ability to "redeploy" PAN records, or to select a new cloud
- Registration screen update, to collect communication preferences and Accept Terms & Conditions (for GDPR compliance)
- Bug fix for Deploy wizard in solution setup tab

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Version: 1.2.23.2016, 1.2.21.2015, 1.2.21.2013
Date: 5/3/2018

- Bug fix: Duplicate record creation on the configuration tab, and deployment enhancement
- Debug enhancement: Wrote sequential trace-logs for the deployment process to help out the debugging process for the future use.

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Version: 1.2.22.2016, 1.2.20.2015, 1.2.20.2013
Date: 2/19/2018

- Updated common code to address plugin time out issues (as recommended by Microsoft)

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Version: 1.2.18.2016
Date: 12/20/2017

- Updated to include additional plugin trace logging

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Version: 1.2.17.2016 | 1.2.17.2015 | 1.2.17.2013
Date: 12/14/2017

- Various changes as recommended by Microsoft AppSource solution certification process

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Version: 1.2.14.2013
Date: 3/28/2017

- Resolved an issue where the Keyword plugin step was not registered correctly and keywords would not generate auto numbers as expected

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Version: 1.2.14.2016
Date: 3/14/2017

- Resolved sitemap error when importing

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Version: 1.2.13.2016
Date: 3/9/2017

- Enhanced to work with Dynamics 365

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Version: 1.2.10.2015
Date: 11/30/2015

- Optimized for CRM 2016
- Enhanced to move auto numbers to Azure cloud on upgrade

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Version: 1.2.10.2013
Date: 11/30/2015

- Enhanced to move auto numbers to Azure cloud on upgrade

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Version: 1.2.9.2013
Date: 09/10/2015

- Enhanced to allow users to easily copy auto numbers to a new cloud or redeploy when an instance is copied or migrated

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Version: 1.2.8.2013
Date: 07/30/2015

- Fix with user access to records if PowerAutoNumber roles not assigned.

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Version: 1.2.7.2013
Date: 05/11/2015

- Small fix with the target service.
- If org is upgraded from >1.2.4.2013 version solution is automatically pushed to N.America cloud.
- If upgraded from 1.2.6.2013 previously configured Azure cloud remains.

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Version: 1.2.6.2013
Date: 04/06/2015

- Security roles added to the .2013 version

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Version: 1.2.5.2013
Date: 11/11/2013

- Users now can choose which cloud they would like to use, or point the solution to their own custom cloud

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Version: 1.2.4.2013
Date: 10/04/2013

- CRM 2013 optimized solution released

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Version: 1.2.0.2011
Date: 10/04/2013

- Updated to be CRM 2013 compatible

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Version: 1.2.0.4
Date: 7/24/2013

- Enhancement: Users can now use the "Only Generate on Update" check box NOT to autonumber records on save.

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Version: 1.2.0.3
Date: 7/1/2013

- Enhancement: You can now disable an auto number, and it will stop populating the auto-numbered field.

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Version: 1.2.0.2
Date: 4/29/2013

- Updated PowerAutoNumber to not overwrite a field that already has a value in it

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Version: 1.2.0.1
Date: 1/31/2013

- Updated SDK's to support new library

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Version: 1.2.0.0
Date: 12/31/2012

- Updated PowerAutoNumber to support UR12

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Version: 1.1.1.1
Date: 8/6/2012

- Can now populate CRM field from an option set, and a dollar amount

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Version: 1.1.1.0
Date: 8/2/2012

- An updated solution so users who already had the first version of PowerAutoNumber would be able to use placeholder value as well

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Version: 1.1.0.0
Date: 7/30/2012

- Added "Place Holder" field to auto number record to allow users to update records already saved in CRM

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PowerPack Support

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PowerAutoNumber

Automatically insert numbers, letters, dates, times, or field values into any field of any entity within Microsoft Dynamics 365.

User Guide

Learn more about using this PowerPack.

View User Guide

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