Wednesday, July 8, 2015

Entitlements - automatic Renewal using workflow

Automatic renewal of Entitlement without coding

As mentioned in my previous post, CRM 2015 Update 1 has a nice feature - you can create workflow, action or dialog with entity called Entitlement.
Recently I needed to renew the Entitlements automatically on regular basis.
So there are basically 3 main ways how to do it:
  • develop a custom windows service, which will renew the records
  • develop a workflow activity or action to call the Renew action (RenewEntitlementRequest)
  • create a workflow that will renew it without coding
I will focus on the third option, as it is easiest and it worked in my case just fine.

So, first of all some prerequisites which we need to keep in mind:
  • you need to base all Entitlements on some Entitlement template, otherwise copying through workflow will not work and you need to use option 2 mentioned above
  • copying with workflow is tricky for monthly renewals, as some months do not have 30 days
  • workflow for copying is waiting for the whole period of the entitlement, so the performance must be taken into account if you have a lot of entitlements
    • in case you have really o lot of them, you could create Entitlements using import for the whole year in advance and activate them. Then they will be in the Waiting status until their first day - actually this I would do in previous CRM versions
We start with Entitlement templates - create at least one.
Then go to the processes and create a workflow which look like this:



The workflow should be started as a new Entitlement is created. This way you will be able to loop it.
Also you can enable manual start when you already have some Entitlements in the system.

Second step is to create the copy of Entitlement. Here is the screen:

Then just save and activate the workflow.
Keep in mind, that it must be Asynchronous, as there is a Waiting condition used.

I hope you find this helpful some day.
Michal


11 comments:

  1. Informative updates on the technology and Microsoft dynamics is one such service oriented architecture platform which allows to easily customize it. Go with this trendy technology by joining Microsoft dynamics training in Chennai to learn from professional team of experts.

    ReplyDelete
    Replies
    1. IEEE Final Year Project centers make amazing deep learning final year projects ideas for final year students Final Year Projects for CSE to training and develop their deep learning experience and talents.

      IEEE Final Year projects Project Centers in India are consistently sought after. Final Year Students Projects take a shot at them to improve their aptitudes, while specialists like the enjoyment in interfering with innovation.

      corporate training in chennai corporate training in chennai

      corporate training companies in india corporate training companies in india

      corporate training companies in chennai corporate training companies in chennai

      I have read your blog its very attractive and impressive. I like it your blog. Digital Marketing Company in Chennai

      Delete
  2. Nowadays, social networking platforms enjoy unsurpassed popularity and CRM does not lie behind in utilising its potential any further. SugarCRM Asia

    ReplyDelete
  3. so how can I list entitlement Channel using your way?

    ReplyDelete
  4. Salesforce consulting includes customer service training. This means that your employees will be trained and will be taught how to converse with customers. Salesforce training in Hyderabad

    ReplyDelete
  5. With special privileges and services, UEFA BET offers opportunities for small capitalists. Together ufa with the best websites that collect the most games With a minimum deposit starting from just 100 baht, you are ready to enjoy the fun with a complete range of betting that is available within the website

    ufabet , our one another option We are a direct website, not through an agent, where customers can have great confidence without deception The best of online betting sites is that our Ufa will give you the best price

    ReplyDelete
  6. UEFA BET , or UFABET, is a comprehensive online betting service website without any agents or agents. Which has a wide variety of games and sports to choose from Including many types of online casinos, UFABET can be considered as an online gambling site that most people prefer to use. Because with a website design that is easy to use and does not need to understand a lot In addition, this website also supports many languages, including Chinese, Hong Kong, Thai, English, so most users, both new and old, choose to switch to the service with สมัคร ufa Bet more. The best online gambling sites in Asia.

    ReplyDelete