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Microsoft Dynamics CRM (Archived)

Migrate to Entitlements

Posted on by 85

Our company using contracts but only for evidence contracts for now and only some cases we can link to contracts. Contrats is now deprecated and we want migrate to entitlements. One problem is that we dont using products in cases but custom entity. Contracts contains multiple line (each one for product). Some cases for our products is unlimited (eg. phone) and some other is limited by count (custom channel).

But current entitlements implementation we cannot use as is and we must it customize. We must use custom entity for specify this rule. And create some plugin for handling remaining terms on custom entity. Now some questions.

1) What exactly do RenewEntitlement? This message is not available for plugin and I dont know when or where I copy my custom entities from old entitlement.

2) How is linked renewed entitlement to expired entitlement.

3) How I can retriew all cases for entiltlement including expired.

4) I missing entitlement ID, but i can create custom numbering for it.

I'm not sure if customizing entitlements is the right way for us, maybe create custom "entitlements" and counting terms is better way for us.

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Migrate to Entitlements

    I have exact the same questions... Would anyone please share your solutions or hints if possible? 

    It seem that many functionalities are missing in entitlements, such as tractability of renewed entitlements.  Contracts have fields "contractnumber" and  "_originatingcontract_value" to track histories of contracts.  On the other hand, entitlements don't have such fields to trace history of renewed entitlements.   

    Thank you in advance for your help!

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