Transcript:
0:00 [Music]
0:04 Hi everyone, Patrick from North52 here
0:07 again.
0:09 In this video, I'm going to demonstrate
0:11 how to set up an auto number formula on
0:14 the account entity in Dynamics 365.
0:19 The requirements for the account number
0:20 are the following.
0:23 The account number must start with ACC
0:26 dash.
0:28 This must be followed with a fixed
0:30 9-digit number padded with zeros
0:34 and the auto number must start at 1,00
0:37 and increment by one each time a new
0:39 account record is created.
0:43 We go to settings North52 formulas and
0:48 click on create a new formula.
0:51 We choose account as the entity type and
0:54 auto number for the formula type and
0:57 then we click on the create button. Set
1:00 the auto number value field to 1,00 as
1:03 this will be the starting point for our
1:04 first auto number. We select account
1:07 number as the field we want to update.
1:09 And then we begin to enter our formula.
1:12 We want auto number to increment the
1:15 account number field by one. So we find
1:18 auto number in the functions tab and add
1:21 it to the formula canvas. We then find a
1:24 count number in the source tab
1:27 and then we add one to it
1:32 as we are going to pad the number with
1:34 zeros. We need to convert it into a
1:37 string. The two string function will do
1:41 this for us.
1:46 Next, we will use the pad left function.
1:49 We select nine characters and that we
1:52 want to use zeros.
1:59 Finally, we add our ACC string and then
2:03 we add the two strings together.
2:06 Save the formula and we should be done.
2:10 A quick test. Now we will create a new
2:13 account record.
2:15 Enter the account name.
2:18 And since this formula was just created,
2:20 the account number should be set to
2:22 ACC50
2:26 01. As you can see, the formula has
2:29 correctly populated the account number
2:31 field. Thank you for watching. And as
2:34 always, if you have any questions or
2:35 need any help with NR52, please let us
2:38 know by email at support@North52.com
2:41 or you can check out our knowledgebased
2:43 site support.norf52.com.