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Microsoft Dynamics CRM (Archived)

Entitlements: Weird behavior following Reopen Case

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Posted on by 1,549

We use Entitlements to calculate the time we spend on cases.

Example: A customer is allowed 10 hours of support. If spend 1 hour on a case, the entitlement is reduced by the same amount and the customer has 9 hours left. That works just fine.

But when we Reopen a case, something weird happens. By default, when we reopen a case in CRM, it returns to the status "New". Then, the original reduction is canceled and the entitlement goes back to 10 hours, which is totally normal.

In our case, instead of having the status "New", we want to have the status "Reopened". So we added that status to the statuscode field. And we created a wokflow to update the status to "Reopened"  when a user clicks on "Reopen case". This is where the weird happens:

The new entitlement goes up to 11 hours, which doesn't make sense, since the original entitlement is 10 hours. The actual time spent on the case is added back in double to the entitlement. Let's say we solve the case again, and reopen it again, it goes up to 12 hours, and on and on...

So basically, reopening the case adds back 1 hour to the entitlement.
Then, the workflow also adds back 1 more hour to the entitlement.

Both "New" and "Reopened" statuses are part of the Active Status Reason.

Anyone else has seen something similar before?

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  • Verified answer
    Community Member Profile Picture
    on at

    I have not noticed this behaviour, and suspect not many people have because it sounds like a bug to do with your custom status reason (and not a huge percentage of people will have a custom status reason AND a workflow to re-open to that reason, or even a business process that allows re-opening in that way).

    Some things worth testing:

    1) If you create a new temporary test workflow to change status reason from "New" to "Re-opened" does this add 1 back to the entitlement? (I really hope not!)

    2) Try to change your workflow to change the status reason back to the OOB "New" (which re-opens the Case and should give back the used entitlement), then in the next workflow step change status reason to "Re-opened". If (1) does nothing, then this might give you a usable workaround to the problem while you wait for the bug to be fixed.

  • Verified answer
    yleclerc Profile Picture
    1,549 on at

    Thanks a lot Adam.

    I tried your suggestions with no luck. In both cases, the system adds back 1 hour to the entitlement.

    If we simply use the workflow to set the status reason to "New", it works fine though. We can even change the status reason to "Re-opened" by hand (by putting the field on the form) and it works correctly. But as soon as we do so with a workflow, the problem occurs.

    Here is the workaround we found. With the Ribbon Workbench, we hid the OOB Reopen case button. And we added a custom button that triggers the workflow, and does nothing else. Setting the status reason to "Re-opened" automaticaly reactivate the case. And the entitlement adjustement is done correctly.

    Thanks for your help!

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