Customer Engagement & Dynamics CRM Forum

Switching from Opportunities with Contracts to Entitlements

  • 1.  Switching from Opportunities with Contracts to Entitlements

    Posted Oct 08, 2019 10:57 AM
    Has anyone recently started using Entitlements in 9.2 and used to utilize Contracts in Classic UI? I'm trying to figure out the best way to learn and educate myself on how we need to transfer everything over once we finalize our start date of using 9.2 only.
    We currently use Opportunities which then create the contract which we use for our reporting needs. So we have some workflows tied into the opportunity once its Won that triggers our contract ID#s and contracts to be created.

    We also have some upcoming projects and I need to make sure if we start it in Classic UI that it can be transferred over easily if not we will need to possibly use the mobile app to get started.

    I apologize if this topic has already been discussed, but I couldn't find a post on it. I know some things were mentioned recently on the 9.2 version.

    Heather L
    Academy - Online Interactive Learning from Experts

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