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In many scenarios, businesses require custom auto-numbering for records in Microsoft Dataverse that go beyond the default functionality provided. In this article, I’ll walk you through a solution that involves creating a custom auto-number field without using the out-of-the-box auto-numbering feature in Dataverse. Instead, we’ll use a combination of a custom entity as a counter and a plugin that triggers on the pre-create event of the target table. The Approach For this solution, we’ll create a custom table called Fiscal Year Counter . This table will manage our numbering sequence based on the fiscal year. The idea is to dynamically generate invoice numbers that reset each fiscal year, providing a high level of customization to fit your organization’s unique fiscal calendar. The Fiscal Year Counter Table Setup First, create a table named Fiscal Year Counter with the following fields: Name (String): To store the fiscal year name, such as “FY2024.” Start Date (Date Only, Time...

When working with the paconn CLI tool to create and manage custom connectors in the Power Platform, it’s essential to configure your environment settings properly, especially when targeting different government cloud environments like GCC, GCC High, and DoD. In this article, we’ll guide you through setting up these configurations, including creating a connectionSettings.json file for each environment, downloading a custom connector, and updating the connector’s settings for seamless management. Prerequisites Azure Subscription : You need an active Azure subscription to register an application. Paconn CLI Tool : Ensure you have the paconn CLI tool installed. You can install it using Python’s pip: pip install paconn Step 1: Create an Azure App Registration Begin by registering an application in Azure Active Directory (Azure AD) that will serve as the identity for your paconn operations. Navigate to Azure AD : Sign in to the Azure portal and go to Azure Active Directory ....