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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Propose entitlement te...
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Propose entitlement templates in Account creation

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Posted on by Community Member

Hi all,

I have a question regarding entitlements

From what I have seen, I can create entitlements from template only from Service Management.

Is it possible to, when an account is created for instance, to let the user select the template for the entitlement to use ?

Also, I am surprised that the name of the entitlement template does not get into the entitlement name when I create a new one from template, do you know how / if I can alter this ?

Thanks in advance,

Fred

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  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: Propose entitlement templates in Account creation

    Hi FrederickGrobost,

    1.You want to create entitlements with template in the account form, right?

    By default, you just can create entitlements  from blank, there is no entitlement template you can select in account form.

    pastedimage1631088709397v12.png

    2.The name of the entitlement template does not get into the entitlement name when I create a new one from template, which is by-design.

    If you want to copy name of the entitlement template to new entitlement, you can add new mappings to achieve it.

    Go Settings > Customizations > Customize the system > Entities > Entitlement Template > 1:N relationships:

    pastedimage1631084867634v2.png

    open the relationship and navigate Mappings tab to create new.

    pastedimage1631084983822v3.png

    select fields you need.

    pastedimage1631084356264v1.png

    Test:

    pastedimage1631085389535v8.pngpastedimage1631085418268v10.png

  • Community Member Profile Picture
    Community Member on at
    RE: Propose entitlement templates in Account creation

    Thank you for your answer Leah

    Do you know if it is possible to have a "Create from template" ? (Ribbon customization or plugin or whatever ?)

  • Community Member Profile Picture
    Community Member on at
    RE: Propose entitlement templates in Account creation

    Hi FrederickGrobost,

    Currently, it seems impossible to achieve it.

    Maybe you can add the Entitlement entity to the sitemap beside account, which  allows you to save a little time by not having to go Service management area.

     pastedimage1631091181189v1.png

  • Community Member Profile Picture
    Community Member on at
    RE: Propose entitlement templates in Account creation

    Thanks for the tip Leah, I think I will go to it

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