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--- Installation Guide -------

1. Extract Installation Files

Installation Zip Compressed File
Extract Auto-Numbering.zip file with any zip file extracting program i.e. Winrar or Windows standard zip program. Zip
file contains three directories

1) Guide
Contains installation & configuration guide files
2) Installation
Contains CRM Plug-in & Customization files
3) Source Code
Contains the original C# source code of Auto-Numbering program
  • Installation\Customization directory contains Dynamics CRM 4 customization zip file
  • Installation\Plugin Installer directory files contains CRM Auto-Numbering plugin binary and configuration files
  • Installation\Plugin Installer directory files contains plugin installation program files

2. CRM Customization Installation

1) Import Customization File
In CRM main screen, goto Settings from navigation pane and then click Customization menu item from CRM Settings. In Customization screen click “Import Customizations’

Microsoft Dynamics CRM Path: Settings -> Customization -> Import Customization

2) In Import Customizations screen browse CRM customizations file and click upload. For reference see figure 2 for CRM customization file. Select Auto-Numbering & Auto-Numbering Config entities and click Import Selected Customization button

3) Publish Customization
Go to CRM Customization settings, refer figure 5 for details. Click Customize Entities button. Select only Auto-Numbering & Auto-Numbering Config entities from list and click Publish button. Hit keyboard F5 key to refresh CRM Site Map/Navigation Pane.

Microsoft Dynamics CRM Path: Settings -> Customization -> Customize Entities

3. CRM Plugin Installation

1) Import Plugin Binary & Configuration files
Run plugin installer PluginRegistration.exe program from extracted installations files, refer figure 4 for plugin installer
directory location. Enter connection information and click Connect button.

2) After connecting to CRM select your organization only if you have CRM enterprise deployment with multiple

3) In Import Solution XML screen click file import button and select TS.Crm.AutoNumbering.Xml file

4) Check ignore id’s in Import Xml option and click Load File, make sure to check all import items and then click Import Selected Items button. organizations. Click Import/Export toolbar menu button and click Import Solution XML button menu item

--- CRM Server & Database Parameters Configuration Guide -------

1) Navigate to CRM Settings from navigation pane and then click Auto-Numbering Config and click New button, enter required information and click save.
Only one configuration can be active at a time. Specify CRM User Id and password for User that must have permissions to register and unregister CRM plug-ins/Steps i.e. System Customizer or System Administrator.

*Database user login should have privileges to create database and perform DDL and DML operations. If you want to provide user with specific rights to CRM Auto-numbering database then follow the steps are below:-

1) Create Database with name TSDynamicsAutoNmbring in SQL Server
2) Create SQL user and grant him full rights to TSDynamicsAutoNmbring and datareader rights to System
databases.

Microsoft Dynamics CRM Path: Settings -> Customization -> Auto-Numbering Config

2. Entity Auto-Numbering Configuration
Navigate to CRM Settings from navigation pane and then click Auto-Numbering Config and click New button. Enter all required information and click save button. Entity and Attributes metadata will be validated on configuration creation

Microsoft Dynamics CRM Path: Settings -> Customization -> Auto-Numbering

Last edited May 8, 2011 at 10:00 AM by Jehanzeb_Javeed, version 2

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