ISV Add-On Product Information
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Advanced Auto-Counter for Microsoft Dynamics 365Auto-numbering solution for Dynamics 365 entities |
Business Processes: Accounting, Call Center Integration, Contract Management, Customer Management, Customer Service, Data Integration, Help Desk, Human Resources, Lead Tracking, Marketing, Project Management
Advanced Auto-Counter for Dynamics 365
An advanced Dynamics 365 add-on by designed to automate the process of generating unique auto numbers for various CRM entities. This tool enhances record management and ensures data consistency across Dynamics 365.
Key Features
Automated Numbering for Entities
Configure auto-counters for both default and custom entities in Dynamics 365 CRM. Easily set prefixes, suffixes, zero padding, and date formats.
Flexible Counter Configuration
Define the starting value and incremental steps for counters. Activate or deactivate the counter at any time as per business requirements.
Date-Based Numbering
Incorporate dynamic date elements within your numbering system using various formats.
Security and Access Control
Assign user roles with Read-Only or Admin Access to ensure secure handling of auto-numbering records within Dynamics 365.
Quick Installation & Setup
Install and configure the solution with a simple import process. Create and assign auto-counters within minutes to streamline CRM record generation.
Why Choose This Add-on?
- Eliminates manual data entry and numbering errors
- Supports both online and on-premises versions of Dynamics 365
- Provides flexibility with custom entity support and date formatting
- Enhances operational efficiency with automated record tracking
Start a 30-day free trial today!
For more details, contact us at [email protected].