Auto Number Feature in Dynamics 365 CRM

'Requester' comes with a requirement.

Given A specific entity is available in Dynamics 365 CRM

When A record is created in Dynamics 365 CRM

Then An autonumber should be generated in a specific format after the record creation.

As we all know we used to write plugins for this requirement in Dynamics CRM 2011 version etc. But currently it is an out of the box feature (Introduced in 2019). It's just a new data type introduced by Microsoft. 

Note: This feature is only available in the new interface ( ie: https://make.powerapps.com/)

So navigate to https://make.powerapps.com/ and choose the correct environment.

When you add a new column after choosing your solution, you would see the magic as a datatype : ). And then when a record is created ( post record creation), it populates the autonumber. Easy Peasy Lemon Squeezy!

But then the requester thinks that everything is super easy to do in Dynamics CRM / Power Platform. Well, not everything : )

How to configure Dataverse Search?

 First Things First! "Dataverse search helps you quickly find what you're looking for. It delivers fast and comprehensive results across multiple tables in a single list, sorted by relevance"

 Now here is the key bit "Dataverse search is an opt-out feature, set to On by default with 2021 release wave 2, on all production environments, except those using their own encryption key."

 So if you run into issues related to global search after release wave 2, you know why. Because your table / entity maynot have configured for Dataverse Search.

Please refer the below Microsoft Link to see how to configure the dataverse search in detail. Mainly need to set up search indexes.

https://docs.microsoft.com/en-us/power-platform/admin/configure-relevance-search-organization