Hi there,
Hope you are well!
I’m am just new to Dynamics CRM so please bear with my silly questions as I am trying to create a solution to replace our manual purchase ordering system so we have Dynamics 365 as part of our Microsoft license so I thought I’d give it a go!
I’ve created a couple of entities and fields all be it I’m not really sure if I am selecting the correct options but I am trying to create a field or an entity that gives me an auto generated number when I open the a form and that auto generated number will be our order number? Can anyone please advice me on how I would go about setting this up?
In addition, is there a way that I can change the currently primary key within our form so that that auto-generated field becomes our primary key?
Thanks in advance and I really hope someone can help me out and I'm struggling at the minute!
Cheers,
Bonemister