Tag Archives: contract cases

CRM 4.0: Coverage Dates Contract Acts Like Number of Cases Contract

Lately we’ve discovered an issue with Contracts not allowing users to create an unlimited number of Cases against them, even though the template of the Contracts was set as Coverage Dates.
The behavior could be described as follows:
An active Contract with contract template type Coverage Dates will show contracts lines with the “available number of cases” value set to 1.  As soon as you create and resolve one Case, the “remaining cases” value becomes 0. As a result, no more Cases can be created against the Contact.
To figure out where the issue is coming from and how to fix it – we looked at the way we create our Contracts and what is involved in the process.

Let’s say you’re using a heavily customized Microsoft Dynamic CRM. One of the business requirements you may come across is the need to generate Contracts programmatically. This need might arise via the necessity of integrating CRM with other legacy systems you have or simply to ease the life of your customer service reps by letting them create new Contracts in one click. Continue reading CRM 4.0: Coverage Dates Contract Acts Like Number of Cases Contract