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};

        service.Update(organizationToUpdate);

    }    

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

Happy Coding

P. S. Hayer

Premjit Singh
Attendite Ltd.
Twitter

How to reset Auto-numbering and where does CRM stores Prefix and Number

I Recently came across a question on a forum about how to update Auto-numbering number and where does CRM stores it in Database? I have looked in CRM tables and found that CRM stores it in [OrganizationBase] table. But as it is unsupported to update in SQL, I was not sure that if updating the number will work or not. I personally avoid doing unsupported things. But to find out the consequences I decided to give it a go in my Development environment. 

Note: To update Auto-Numbering by Supported way, have a look at How to reset Auto-numbering in Dynamics CRM Online.

Following query returned the current auto number values.

SELECT [KbPrefix]

      ,[CurrentKbNumber]

      ,[CasePrefix]

      ,[CurrentCaseNumber]

      ,[ContractPrefix]

      ,[CurrentContractNumber]

      ,[QuotePrefix]

      ,[CurrentQuoteNumber]

      ,[OrderPrefix]

      ,[CurrentOrderNumber]

      ,[InvoicePrefix]

      ,[CurrentInvoiceNumber]

      ,[UniqueSpecifierLength]     

  FROM [dbo].[OrganizationBase]

Then executed the following query to reset number:

Update [dbo].[OrganizationBase]

set [CurrentKbNumber] = 10000;

Resetting number only can cause duplication if you already have records with that number. So to avoid it I have updated the Prefix as well. 

CRM allows to update Prefix using UI but Number field is locked as shown below:

Got to Settings > Administration > Auto-numbering

Now on new Article creation, I can notice that Number has been set to 10000. Done some light testing and could not find any issues.

Note: It is not a Microsoft supported way of updating Auto-numbering, I would recommend to update Auto-Numbering Supported Way by updating the Organization using sdk.

P.S. Hayer