![]() ![]() Field Service forms or the forms copied from Field Service forms do not support opportunity, lead, quote, and invoice records other than Field Service opportunity, lead, quote, and invoice. The suffix is used for records that were created while you were offline and for which the number can’t be guaranteed to be unique.Field Service makes the out-of-the-box Field Service opportunity, lead, quote, and invoice forms read-only once Field Service detects the record is not a service-maintenance based record. If a custom auto-numbering solution was used, you won’t be able to change the number.Īrticles and knowledge articles don’t have suffixes. After you set the numbering format and save your settings, this field is set to read-only and you can’t modify it. If you haven’t set a numbering format before, the Number box displays 1000. In the Number box, enter the starting number. More information: System Settings dialog box - Email tab The prefix of the tracking token for email messages is set in the System Settings area. If you change the prefix for a record type, it won’t change the prefix of numbers that are already assigned. Prefixes are system-wide and are used for all system-generated numbers for the selected record type. In the Prefix box, enter up to three characters, symbols, or numbers. In the Set Auto-Numbering dialog box, select the record type that you want to change. Go to Settings > Administration > Auto-Numbering. ![]() If your organization has standard numbering formats, you can change the default three-character prefixes and number format to match your organization. ![]() Contracts, cases, articles, quotes, orders, invoices, marketing campaigns, categories, and knowledge articles are automatically numbered by Dynamics 365 Customer Engagement (on-premises). ![]()
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