Service Levels

Does anyone know if it is possible to add service levels to CRM 4.0? I can
see the atrribute "contractservicelevelcodes" under the "contract template"
customizable entity but it won't let me add or edit it. I have system admin
rights. Am I doing something wrong?

Any help appreciated.

Steve Wright
BMS Digital Solutions Ltd

Andy
Fri Feb 29 14:22:06 CST 2008

Don't you need customizer rights?

I don't have CRM 4.0, but a review of its SDK is that its highly
backwards compatible to CRM 3.0 entities. The only things that have
changed are licensing, workflow processes, base 64 conversions,
importing/exporting, and templates.

CRM 4.0 is written in the .NET 2.0 framework, so any custom code you
wrote that ran with CRM 3.0 in Visual Studio 2003 has to be recompiled
in Visual Studio 2005 to upgrade your assemblies from .NET 1.1 to .NET
2.0.

Contracts should work the same as in CRM 3.0.

Madrigal
Mon Mar 03 03:19:24 CST 2008

Hi Andy,

Thanks for the reply. I do have customizer rights. All I need to do is add
an additonal level to the drop down picklist for the
contractservicelevelcode attribute under the Contract Template entity.
However this is greyed out so I can't edit it? I'm logged on as the system
administrator.

I'm new to MS CRM so I'm not even sure I am supposed to be able to edit it.
Maybe I'm supposed to create a new entity/attribute from scratch to replace
the existing one?

Cheers

"Andy" <anedza@infotek-consulting.com> wrote in message
news:d4e5d696-874d-433c-8fa9-2737275acf0b@d21g2000prf.googlegroups.com...
> Don't you need customizer rights?
>
> I don't have CRM 4.0, but a review of its SDK is that its highly
> backwards compatible to CRM 3.0 entities. The only things that have
> changed are licensing, workflow processes, base 64 conversions,
> importing/exporting, and templates.
>
> CRM 4.0 is written in the .NET 2.0 framework, so any custom code you
> wrote that ran with CRM 3.0 in Visual Studio 2003 has to be recompiled
> in Visual Studio 2005 to upgrade your assemblies from .NET 1.1 to .NET
> 2.0.
>
> Contracts should work the same as in CRM 3.0.
>

ruth
Tue Mar 04 11:44:04 CST 2008

We have exactly the same issue. We are migrating from CRM3 to 4 and had this
entity customised in 3 but have the same issue with it being greyed out in 4.

Any assistance much appreciated! :)

"Madrigal" wrote:

> Hi Andy,
>
> Thanks for the reply. I do have customizer rights. All I need to do is add
> an additonal level to the drop down picklist for the
> contractservicelevelcode attribute under the Contract Template entity.
> However this is greyed out so I can't edit it? I'm logged on as the system
> administrator.
>
> I'm new to MS CRM so I'm not even sure I am supposed to be able to edit it.
> Maybe I'm supposed to create a new entity/attribute from scratch to replace
> the existing one?
>
> Cheers
>
> "Andy" <anedza@infotek-consulting.com> wrote in message
> news:d4e5d696-874d-433c-8fa9-2737275acf0b@d21g2000prf.googlegroups.com...
> > Don't you need customizer rights?
> >
> > I don't have CRM 4.0, but a review of its SDK is that its highly
> > backwards compatible to CRM 3.0 entities. The only things that have
> > changed are licensing, workflow processes, base 64 conversions,
> > importing/exporting, and templates.
> >
> > CRM 4.0 is written in the .NET 2.0 framework, so any custom code you
> > wrote that ran with CRM 3.0 in Visual Studio 2003 has to be recompiled
> > in Visual Studio 2005 to upgrade your assemblies from .NET 1.1 to .NET
> > 2.0.
> >
> > Contracts should work the same as in CRM 3.0.
> >
>
>
>

ruth
Tue Mar 04 11:46:02 CST 2008

We have the same issue after trying to upgrade from CRM3 to 4. We had this
entity customised in 3 but it's greyed out or us in v4 as well.

Any help much appreciated :)

"Madrigal" wrote:

> Hi Andy,
>
> Thanks for the reply. I do have customizer rights. All I need to do is add
> an additonal level to the drop down picklist for the
> contractservicelevelcode attribute under the Contract Template entity.
> However this is greyed out so I can't edit it? I'm logged on as the system
> administrator.
>
> I'm new to MS CRM so I'm not even sure I am supposed to be able to edit it.
> Maybe I'm supposed to create a new entity/attribute from scratch to replace
> the existing one?
>
> Cheers
>
> "Andy" <anedza@infotek-consulting.com> wrote in message
> news:d4e5d696-874d-433c-8fa9-2737275acf0b@d21g2000prf.googlegroups.com...
> > Don't you need customizer rights?
> >
> > I don't have CRM 4.0, but a review of its SDK is that its highly
> > backwards compatible to CRM 3.0 entities. The only things that have
> > changed are licensing, workflow processes, base 64 conversions,
> > importing/exporting, and templates.
> >
> > CRM 4.0 is written in the .NET 2.0 framework, so any custom code you
> > wrote that ran with CRM 3.0 in Visual Studio 2003 has to be recompiled
> > in Visual Studio 2005 to upgrade your assemblies from .NET 1.1 to .NET
> > 2.0.
> >
> > Contracts should work the same as in CRM 3.0.
> >
>
>
>