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Entitlements - alerts before its expire date

Posted on by 230

Hi,

is there some way to set alerts regarding entitlements about to expires, like 30 days before? Maybe could we run a report to check them previously?

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Entitlements - alerts before its expire date

    Hi partner,

    You could refer to the sample blog.

    community422.png

    This example is very similar to your needs.

    https://crmramblingsbysteven.wordpress.com/2015/01/20/microsoft-crm-2015-new-feature-everything-you-wanted-to-know-about-the-timer-control-in-crm-2015-part-1/

    Best Regards,

    Leo

  • bac26 Profile Picture
    bac26 2,268 on at
    RE: Entitlements - alerts before its expire date

    Yes, that is why i recommended a workflow to check the date.  Then you can send to any contact in the list.  

  • RenatoPereira Profile Picture
    RenatoPereira 230 on at
    RE: Entitlements - alerts before its expire date

    Hi Beth Burrell,

    the main goal is to automate and also generate alerts to customer and team also. The same as MS does when customer is near the end period of trial...

  • RenatoPereira Profile Picture
    RenatoPereira 230 on at
    RE: Entitlements - alerts before its expire date

    Hi LeoAlt,

    I was able to check the link provided and do the same but for 'entitlement' entity in a way to edit it and create a new 'timer'.

    The question now is, what will happen when reach the 'end date'? It will show some 'alert' on top of the first page when login? Send an alert to admin? That alert will be shown only after expires? There is a way to show 30 days before expires?

    Could you clarify, pls??

  • Suggested answer
    bac26 Profile Picture
    bac26 2,268 on at
    RE: Entitlements - alerts before its expire date

    you can always run a daily workflow to check the end date and send email if expires in 30 days?  Just a thought.  

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Entitlements - alerts before its expire date

    Hi partner,

    Open your form editor and select "Insert" tab, and then add a "Timer" to your form.

    community375.png

    community375.png

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customer-service/add-timer-control-case-form-track-time-against-sla

    Hope it helps.

    Best Regards,

    Leo

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