Assign a new field to existing entitlements

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Posted on by bjvista

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Hi,

Previously we used to use contracts in Dynamics CRM and every time an order was fulfilled with product X a contract was created with a unique contract ID. Now we have workflows that create entitlements when these orders are fulfilled. But currently an entitlement only has a name on it. Obviously we could just manually name them with some unique ID but that require someone managing a list of unique IDs to make sure the same ID is not used twice.

So, is there a way to have Dynamics create a unique entitlement ID each time it creates the entitlement? I've tried to edit the template but it's not allowed. Any guides available to do this? The screenshot below shows an old contract that was created as an entitlement, so the name has the unique ID because it previously existed and was converted. But for new entitlements I want it to assign an ID like this. The name can still be there but maybe a new field named "Entitlement ID" and it gets auto populated.

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bjvista 120 on at

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RE: Assign a new field to existing entitlements

No problem. It was less than 100 records so I just did it manually. Thanks for the help with the first question.
LuHao 40,872 on at

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RE: Assign a new field to existing entitlements

Hi bjvista,

Can you elaborate more on this issue? If possible, can you provide some screenshots?
bjvista 120 on at

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RE: Assign a new field to existing entitlements

Hao,

Thank you so much. That worked. An additional question. I created a workflow to copy the old contract numbers to the new entitlements. So that is fixed. But the new entitlements have existing names that are words which is fine. But I want to add the entitlement number that you helped create above to each of these entitlements.

So the screenshot below shows on the third line one of the old contracts that was converted to an entitlement. That entitlement got named after the contract number. Then with your help I created the entitlement number field. Then used a workflow to copy the entitlement name to the entitlement number. So that is good. Now I want to assign the new "entitlement number" field to the Dyanimcs created entitlements. Now these entitlements have content for the name. How can I get a entitlement number assigned to these entitlements?
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LuHao 40,872 on at

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RE: Assign a new field to existing entitlements

Hi bjvista,

In this case, we can create an Autonumber field for Entitlement entity.

Through the Autonumber field, we can realize that whenever an Entitlement record is created, its Autonumber field is automatically filled with a unique value.

Please refer to https://d365goddess.com/auto-number-fields/

Step 1. Go to https://make.powerapps.com/, select the D365 environment. click Data > Entities, switch to Managed and click Entitlement.

Step 2. New a field. Enter Display name to "Entitlement Number", select Data type to Autonumber, select Autonumber type to Custom, enter Format to CNR-{SEQNUM:5}-{RANDSTRING:6}. Save and publish.

This way, whenever an Entitlement record is created, the "Entitlement Number" field is automatically filled in, and its style is CNR-01000-SO1WCC.