{"id":2549,"date":"2025-04-09T13:25:00","date_gmt":"2025-04-09T11:25:00","guid":{"rendered":"https:\/\/primeone.cloud\/nicht-kategorisiert\/end-of-the-year-reset-autonumber-start-value-in-dynamics-365-sales\/"},"modified":"2026-03-30T14:23:25","modified_gmt":"2026-03-30T12:23:25","slug":"end-of-the-year-reset-autonumber-start-value-in-dynamics-365-sales","status":"publish","type":"post","link":"https:\/\/primeone.cloud\/en\/know-how\/end-of-the-year-reset-autonumber-start-value-in-dynamics-365-sales\/","title":{"rendered":"End of the year: Reset AutoNumber start value in Dynamics 365 Sales"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"2549\" class=\"elementor elementor-2549 elementor-608\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2fb05ebc e-flex e-con-boxed e-con e-parent\" data-id=\"2fb05ebc\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a7a5c4d elementor-widget elementor-widget-text-editor\" data-id=\"a7a5c4d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t\n<p>In Microsoft Dynamics 365 Sales, quote IDs are often created using the AutoNumber function with a consecutive start value. In some cases, however, it is desirable for the numbering to reset at the beginning of the year instead of simply continuing indefinitely.<\/p>\n\n<p>Here I&#8217;ll show you how we solved this challenge with Power Automate.<\/p>\n\n<div class=\"wp-block-spacer\" style=\"height: 20px;\" aria-hidden=\"true\"> <\/div>\n<hr class=\"wp-block-separator has-alpha-channel-opacity\">\n<div class=\"wp-block-spacer\" style=\"height: 20px;\" aria-hidden=\"true\"> <\/div>\n\n<p><strong>\ud83d\udd27 The challenge<\/strong><\/p>\n\n<p>By default, the AutoNumber sequence does not reset with the new year. Example:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Offer ID sequence: A24-998, A24-999, A24-1000 &#8230;<\/li>\n<\/ul>\n\n<p>In our case, we wanted to prevent the offer numbers from becoming five digits (e.g. A24-1000) as soon as the new year begins. Instead, they will start again in January of the new year at A25-001.<\/p>\n\n<p><strong>\ud83e\udde9 The solution: annual reset via Power Automate<\/strong><\/p>\n\n<p>We have created a recurring Power Automate flow that is executed <strong>once a year at 00:01<\/strong>.<\/p>\n\n<div class=\"wp-block-spacer\" style=\"height: 20px;\" aria-hidden=\"true\"> <\/div>\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"414\" class=\"wp-image-1408\" src=\"https:\/\/primeone.cloud\/wp-content\/uploads\/2025\/08\/recurrence-1024x414.png\" alt=\"\" srcset=\"https:\/\/primeone.cloud\/wp-content\/uploads\/2025\/08\/recurrence-1024x414.png 1024w, https:\/\/primeone.cloud\/wp-content\/uploads\/2025\/08\/recurrence-300x121.png 300w, https:\/\/primeone.cloud\/wp-content\/uploads\/2025\/08\/recurrence-768x310.png 768w, https:\/\/primeone.cloud\/wp-content\/uploads\/2025\/08\/recurrence.webp 1040w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<div class=\"wp-block-spacer\" style=\"height: 20px;\" aria-hidden=\"true\"> <\/div>\n\n<p><strong>1. call up last offer<\/strong><\/p>\n\n<p>With the <strong>List Rows action<\/strong>:<\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Order By:<\/strong> createdon desc<\/li>\n\n<li><strong>Row Count:<\/strong> 1<\/li>\n<\/ul>\n\n<p>This is how we retrieve the last quotation data record created.<\/p>\n\n<div class=\"wp-block-spacer\" style=\"height: 20px;\" aria-hidden=\"true\"> <\/div>\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" class=\"wp-image-1409\" style=\"width: 1130px; height: auto;\" src=\"https:\/\/primeone.cloud\/wp-content\/uploads\/2025\/08\/list-rows.png\" alt=\"\"><\/figure>\n\n<div class=\"wp-block-spacer\" style=\"height: 20px;\" aria-hidden=\"true\"> <\/div>\n\n<p><strong>2. apply to Each<\/strong><\/p>\n\n<p>We pack the output into an <strong>&#8220;Apply to each&#8221; loop<\/strong>:<br>outputs(&#8216;List_rows&#8217;)?[&#8216;body\/value&#8217;]<\/p>\n\n<p>To make it easier for us to access the fields later, we then use <strong>&#8220;Get a row by ID&#8221;<\/strong> to retrieve the complete offer data record and rename this step <strong>&#8220;Entity&#8221;<\/strong>.<\/p>\n\n<div class=\"wp-block-spacer\" style=\"height: 20px;\" aria-hidden=\"true\"> <\/div>\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"353\" class=\"wp-image-1410\" src=\"https:\/\/primeone.cloud\/wp-content\/uploads\/2025\/08\/apply-to-each-1024x353.png\" alt=\"\" srcset=\"https:\/\/primeone.cloud\/wp-content\/uploads\/2025\/08\/apply-to-each-1024x353.png 1024w, https:\/\/primeone.cloud\/wp-content\/uploads\/2025\/08\/apply-to-each-300x103.png 300w, https:\/\/primeone.cloud\/wp-content\/uploads\/2025\/08\/apply-to-each-768x265.png 768w, https:\/\/primeone.cloud\/wp-content\/uploads\/2025\/08\/apply-to-each.webp 1056w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<div class=\"wp-block-spacer\" style=\"height: 20px;\" aria-hidden=\"true\"> <\/div>\n\n<p><strong>3. check whether the year has changed<\/strong><\/p>\n\n<p>Now comes the core logic<\/p>\n\n<p>We compare the year in the offer ID with the current calendar:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Extract year from offer ID<\/li>\n<\/ul>\n\n<p>int(substring(outputs(&#8216;Entity&#8217;)?[&#8216;body\/quotenumber&#8217;]<br>add(indexOf(outputs(&#8216;Entity&#8217;)?[&#8216;body\/quotenumber&#8217;], &#8216;A&#8217;), 1), 2))<\/p>\n\n<p>Result: 24<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Extract current year<\/li>\n<\/ul>\n\n<p>int(substring(formatDateTime(utcNow(), &#8216;yyyy&#8217;), 2, 2))<\/p>\n\n<p>Result: 25<\/p>\n\n<p>If the year in the offer ID is smaller than the current year, we reset the AutoNumber start value.<\/p>\n\n<div class=\"wp-block-spacer\" style=\"height: 20px;\" aria-hidden=\"true\"> <\/div>\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"143\" class=\"wp-image-1411\" src=\"https:\/\/primeone.cloud\/wp-content\/uploads\/2025\/08\/condition-1024x143.png\" alt=\"\" srcset=\"https:\/\/primeone.cloud\/wp-content\/uploads\/2025\/08\/condition-1024x143.png 1024w, https:\/\/primeone.cloud\/wp-content\/uploads\/2025\/08\/condition-300x42.png 300w, https:\/\/primeone.cloud\/wp-content\/uploads\/2025\/08\/condition-768x107.png 768w, https:\/\/primeone.cloud\/wp-content\/uploads\/2025\/08\/condition.webp 1192w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<div class=\"wp-block-spacer\" style=\"height: 20px;\" aria-hidden=\"true\"> <\/div>\n\n<p><strong>4. reset start value<\/strong><\/p>\n\n<p>We use the <strong>&#8220;Perform an unbound action&#8221;<\/strong> campaign:<\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Action Name:<\/strong> SetAutoNumberSeed<\/li>\n\n<li><strong>Target Field:<\/strong> quotenumber<\/li>\n\n<li><strong>Seed Value:<\/strong> 001<\/li>\n<\/ul>\n\n<p>The next offer ID in the new year will therefore start again at A25-001.01.<\/p>\n\n<div class=\"wp-block-spacer\" style=\"height: 20px;\" aria-hidden=\"true\"> <\/div>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"322\" class=\"wp-image-1412\" src=\"https:\/\/primeone.cloud\/wp-content\/uploads\/2025\/08\/if-yes-if-no-1024x322.png\" alt=\"\" srcset=\"https:\/\/primeone.cloud\/wp-content\/uploads\/2025\/08\/if-yes-if-no-1024x322.png 1024w, https:\/\/primeone.cloud\/wp-content\/uploads\/2025\/08\/if-yes-if-no-300x94.png 300w, https:\/\/primeone.cloud\/wp-content\/uploads\/2025\/08\/if-yes-if-no-768x242.png 768w, https:\/\/primeone.cloud\/wp-content\/uploads\/2025\/08\/if-yes-if-no.webp 1074w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<div class=\"wp-block-spacer\" style=\"height: 20px;\" aria-hidden=\"true\"> <\/div>\n\n<p><strong>\u2705 Result<\/strong><\/p>\n\n<p>This method keeps your D365 Sales clean and structured: The offer numbers always show the current year, without any manual intervention or the risk of IDs suddenly becoming five digits long.<\/p>\n\n<p>I hope this guide has helped you.<br>Stay tuned for more useful tips and best practices to help you get the most out of Dataverse.<br>If you have any questions, please feel free to contact our Microsoft experts.<\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>In Microsoft Dynamics 365 Sales, quote IDs are often created using the AutoNumber function with a consecutive start value. In some cases, however, it is desirable for the numbering to reset at the beginning of the year instead of simply continuing indefinitely. Here I&#8217;ll show you how we solved this challenge with Power Automate. \ud83d\udd27 [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":4389,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[38],"tags":[],"class_list":["post-2549","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-know-how"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Reset Dynamics 365 AutoNumber: Solution with Power Automate<\/title>\n<meta name=\"description\" content=\"Year change in Dynamics 365 Sales: How to automatically reset the AutoNumber start value for quotations. 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