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Today we will be reviewing a new feature that have been introduced as part of the Spring ’14 Update; Entitlements. They are similar to service contracts, but have enhanced functionality. With the new functionality of Entitlements, you can:
So, compared to a service contract where only the amount of service can be specified for an account, entitlements provides the facility to really fine-tune the service provided. Let’s explore how to use entitlements:
5. Save the entitlement.
6. Once the entitlement is saved, make sure you click on the activate button, for the entitlement to be active.
To see how entitlements work, let head back over to the account. The entitlement shows up in the list of entitlements for the account.
If you notice, the remaining terms says 10, which is equal to the total terms, as we have just setup the entitlement.
Let’s go ahead and create a case for this account.
On saving the case, the entitlement should get consumed, as our entitlement is based on case creation.
Going back to the entitlement, we see that our remaining terms have been adjusted.
That’s how entitlement works. If we create 9 more cases, for the next case, it will stop us from creating any more cases, as we have set the Restrict Based on Entitlement terms to Yes.
However, if you do set the Restrict Based on Entitlement terms to No, and create more cases than the total terms, then this is how the entitlement will look like – the remaining terms shows a negative figure.
Remember – To make changes to an entitlement, you would need to de-active it, make the change, and then activate it again. Look for our blog, as we next explore the advanced features of the Entitlement – namely, channel, products and contacts.
The post Spring Wave 14 Update: Working with Entitlements in Microsoft Dynamics CRM appeared first on PowerObjects.