The usual workaround for dealing with business required fields when creating records in automation is to make them non-required, deal with the automation and then switch the required option back on. Now, add an autonumber on top of that. That’s right, you want the mandatory field to be blank so that the generator kicks in. […]
&tl;dr Jonas “The Shuffler” Rapp reports: when modifying autonumbering for built-in entities like case, always include a dash in the pattern to stop Dynamics 365 from self-combusting. Long story One of the awesome users of the Auto Number Manager for XrmToolBox managed to break the system settings for Auto Numbers in Dynamics 365, so he […]
When you add a child entity, it is best practice to populate the name field, but sometimes it can be difficult to come up with a name that makes sense. Say you have an entity that is the child of an account/company record. If you leave the name field blank, if any record looks up to […]
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