Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer Service forum / Assigning entitlements...
Customer Service forum

Assigning entitlements to customer

(0) ShareShare
ReportReport
Posted on by CSD365 125

Hi,

Let's say that we deploy D365 with Customer Service Module. We have imported our base of clients, contacts, SLA, products. And now there is an issue - we have approximately 500 hundred of clients and now we have to assign them to SLA and assign products to them.

If we create xlsx file with entitlement for every customer, we will have to manually assign products for every entitlement. Unfortunately we cannot use entitlement template in data import. Do you have any idea, how to assign in possible easiest way Customers to SLA and to the Products?

Thanks in advance

Categories:
Customer Service
  • CSD365 Profile Picture
    CSD365 125 on at
    RE: Assigning entitlements to customer

    Hi,

    It's generic products.

    Generally there is situation like this:

    We have 500 client. For every of this client there is one SLA, it doesnt't matter which product is assigned, but every client has got difference products.

    My question is how can i automate the process of assigning customer with products?

    Is there any possibility of importing entitlements with product list or something like that?

  • Suggested answer
    antc Profile Picture
    antc 2,909 on at
    RE: Assigning entitlements to customer

    You likely need to provide further logic.

    Are they generic products or a customer assets etc?

    Do you need to assign products or do you just apply the entitlement and SLA to Cases that are created for a customer product! Are their different SLA's for different products?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Customer Service

Last month Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans