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This article helps you resolve an issue where the remaining terms of entitlements don't decrease as expected in Microsoft Dynamics 365 Customer Service.
In Dynamics 365 Customer Service, there are two scenarios of decrementing entitlement terms.
Scenario 1
When the Allocation Type field of an entitlement is set to Number of cases, you can set the Decrease Remaining On field to either Case Creation or Case Resolution.
- If you select Case Creation, the Remaining Terms will be decreased when a new case is created.
- If you select Case Resolution, the Remaining Terms will be decreased when the case is resolved.
For example:
Decrease Remaining On is set to Case Creation and Total Terms is given as 10.
- Create a new case by adding entitlements.
- When the case is created, 1 term is deducted, and the number of Remaining Terms is 9.
Decrease Remaining On is set to Case Resolution and Total Terms is given as 10.
- Create a new case by adding entitlements and resolve it.
- After the case is resolved, 1 term is deducted, and the number of Remaining Terms is 9.
Scenario 2
When the Allocation Type field of an entitlement is set to Number of hours, the Decrease Remaining On field can be set only to Case Resolution.
For example:
- Create an activity in the case form that should be completed before resolving the case, with the duration field set to 30 minutes.
- After the case is resolved, 0.5 term is deducted, and the Remaining Terms is 9.5.
Here, the Decrease Remaining On calculation works as:
1hour (60min) = 1 term
30min = 0.5 term
If Restrict based on entitlement terms is set to Yes, agents won't be able to create cases with entitlements when Remaining Terms is less than zero or when the term remaining for a channel is less than zero.
Symptoms
The remaining terms of an entitlement aren't decreasing as expected.
Cause
Certain settings affect the behavior of the entitlement remaining terms.
Resolution 1
Check if Do Not Decrement Entitlement terms is selected in the case form. If so, the Remaining terms won't be decremented when a case is created or resolved. To allow Remaining terms to be decremented, deselect Do Not Decrement Entitlement terms.
Resolution 2
- Sign in to your Dynamics 365 Customer Engagement (on-premises) instance.
- Go to Settings > Advanced Settings > Customizations > Customize the System to open the default solution.
- Disable all custom plugins, workflows, and custom .js code on the entitlement and case entities.
- Remove the custom active layer for the case and entitlement entities.
- Remove the custom active layer from the decremententitlementterm field on the case entity.