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CRM 4.0: Can't update the Contract Template's "Service Level" attribute

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I've added a new entry to the "Service Level" attribute and renamed all of the default, out-of-the-box options for both Cases and Contracts. However, I cannot alter the picklist for the Contract Template. Just in case the levels are cross referenced fom the Contract entity, I've published all customizations.

I've searched all over the interwebs, and this handy "Working with CRM 4.0" book which seems to be more for management than developers. No answers thus far. So, my question is simply this: how to I effect changes on the "Service Level" attribute for Contract Templates?

Tuesday, April 29, 2008 11:03 PM

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Apparently I'm not the only one to run into this:

http://groups.google.com/group/microsoft.public.crm/browse_thread/thread/636bebf14758396b/605a3cc61462c837?hl=en&lnk=st&q=crm+4+customize+%22contract+template%22#605a3cc61462c837

Wednesday, April 30, 2008 10:15 PM

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Would somebody at Microsoft, who may be monitoring these forums, indicate whether or not this is a registered bug in CRM, or if maybe I haven't RTFM in the right place to understand how this function is supposed to operate?

As near as I can tell, the behavior in CRM 3 is thus:

1.) You can't change the "Contract Service Level" attribute directly through customization of the Contract Template entity.

2.) You CAN change the "Contract Service Level" attribute of the Contract Template, through customization of the same attribute in the Contract entity.

So, what broke? Who in QA dropped the ball? And, WHEN can we get a fix?

Thursday, May 1, 2008 10:48 PM

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