Wednesday, 3 February 2016

How to reset Auto-numbering in Dynamics CRM Online

In past I have shown how to reset auto-numbering un-supported way. Today I am going to discuss how we can reset auto-numbering by Microsoft supported way.

Number greyed-out so it can't be changed through UI. But we can write a small console application to update it using SDK.

Following code can be used to update the number. In this example I am updating CurrentKbNumber but we can also update CurrentCaseNumber, CurrentContractNumber, CurrentQuoteNumber, CurrentOrderNumber and CurrentInvoiceNumber. However we don't need to worry about prefix and they can be updated through UI.

    // QueryExpression to Retrieve Organization
    QueryExpression qe = new QueryExpression("organization")
        ColumnSet = new ColumnSet(new string[] {"organizationid", "name", "currentkbnumber"})
    EntityCollection orgs = service.RetrieveMultiple(qe);

    if (orgs != null && orgs.Entities.Count > 0)
        var org = orgs[0];
        var organizationId = (Guid)org["organizationid"];

        // Creating a new Object to update. Set the CurrentKbNumber to your desired number
        Organization organizationToUpdate = new Organization { CurrentKbNumber = 100000, Id = organizationId};

Once updated, please go to Settings > Administration > Auto-numbering to verify.

Happy Coding

P. S. Hayer