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Set up entitlements quickly with templates (Customer Service)

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Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

Quickly create other entitlements prefilled with the basic information like the start and end date, service level agreement (SLA), allocation type, and total term by using an entitlement template in Microsoft Dynamics 365. For example, create a template for a standard entitlement, and then apply this template for every standard customer in your organization.

Note

This feature was introduced in CRM Online Spring '14 update and in CRM 2013 Service Pack 1 (on-premises).

Create an entitlement template

  1. Make sure that you have the Customer Service Manager, System Administrator, or System Customizer security role or equivalent permissions.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Service Management.

  3. Choose Entitlement Templates.

  4. To create a new entitlement template, choose + New.

    -OR-

    To edit an entitlement template, in the list of records, select the template, and on the command bar, choose Edit.

  5. Type or modify information in the text boxes.

    Hovertips provide hints about what to enter.

    • Entitlement Template Name

    • Start Date. Select the date from which the entitlement will be valid.

    • End Date. Select the date until which the entitlement will be valid.

    • Restrict based on entitlement terms. To restrict creating case when the entitlement term is over, select Yes. Otherwise, Select No.

    • SLA. Select an SLA record to associate the service levels or key performance indicators for the support you are providing with this entitlement.

    Under Entitlement Terms, specify the term details for the entitlement.

    • Allocation Type. Select whether the entitlement is for number of hours or number of cases.

    • Decrease Remaining On. Select whether to decrease the remaining term on case creation or resolution.

    • Total Term. Specify the total amount of support the customer is entitled for with respect to the allocation type. For example, if the allocation type is number of cases and you specify 100 in Total term, then the customer is entitled for support up to 100 cases.

  6. Click Save.

Add entitlement channels

Use the Entitlement Channels section to define the channels your customers are entitled to, and track the customer support term for each channel separately. For example, to use phone and email as support channels, and restrict them to 80 and 20 hours respectively, create an entitlement channel for each of them.

Note

You must save the template record before you can add entitlement channels to the template.

  1. In the Entitlement Channel section, choose +.

  2. Specify the total terms that you want to allot to the particular channel.

    The remaining term is auto-calculated and shows the total number of hours or cases remaining for the customer’s entitlement.

Associate a product with the entitlement template

If you want the entitlement template to be applicable to specific products for an individual customer, associate a product to the template.

  1. While in the template record, in the Products section, choose +.

  2. In the Search box, type the first few letters of the name of the product that you want to associate with the template.

    If a product isn’t available, choose New to create a new product record.

See Also

Define service level agreements (Customer Service)
Create an entitlement to define the support terms for a customer (Customer Service)