Community Forums. Ask a question. Personalize your experience! Personalized Community is here! Quickly customize your community to find the content you seek. Personalize Community Now. Dave Morgan asked a question on 19 Apr AM. Hi, We are using the contracts entity within CRM to manage our contracts. Our end goal is to be able to edit the end date to a new one in the future. Has anyone got a solution - we are using the online version Regards Dave. Replies 4 All Responses Only Answers. Hello Dave, Please check the link below.
Hi Dave, Just relax. I have the solution for it. So for your case you have to restrict the status change from draft to Expire. For this you need to write a plugin for it which will run to restrict the status change. Yvan Leclerc responded on 8 Jan AM. Dave, did you ever found a solution to your issue? We are stuck with the same problem. We need to update contracts that expired on December 31, but they are now in read-only mode A managed service is an outsourced IT function, where the service provider takes on proactive management responsibilities and tasks.
AMT is based on modern engineering principles, such as DevOps, where development and operations roles merge, increasing efficiencies with maturity. In DevOps, the ideal is for any engineer to be able to do any task on the team. We used to separate our AMT team into infrastructure, development, test, and deployment roles.
We incorporated unit test automation as part of the build process. The process automates repetitive but necessary tasks, and runs additional tests that would be difficult to do manually. Test automation is critical for continuous delivery and continuous testing, and is automated through VSTS. Deployment is also automated through VSTS.
Month over month, we deliver new features and gain benefits. We make very few changes to our processes to get the rewards. This changes the focus to reconfiguring existing features instead of customizing and creating new ones. Customizing code increases development and support costs, and potentially limits future upgrades. For example, we found that DocuSign customization requires additional management tasks during upgrades.
As a rule, we avoid custom code at all costs, except for some custom entities, such as contract agreements and obligations. AMT is organized around cloud services, Azure services, and our corporate network. Because SAP lives on-premises in our corporate network, Microsoft Digital created a hybrid connectivity solution to facilitate the flow of data from the cloud through our corporate firewall to on-premises systems.
Figure 2 shows an overview of the solution. In these applications, documents are created, stored locally, digitally signed, and then stored in Microsoft Record Center.
SharePoint Online is used for local data storage. AMT business processes collect documents and stores them in SharePoint Online until automated workflows are executed. DocuSign is the third-party component that digitally signs documents.
Final output from the contract signing process is stored and kept in Microsoft Record Center. For example, specific agreement data used to create contracts, such as a business partner name, or an obligation identification code, needs to flow from AMT in the cloud, to SAP on-premises.
In the AMT staging database, data is extracted from corporate invoicing and customer data stores, and then ported into a staging database. This is where SQL jobs and tasks—such as data transformation and data aggregation from multiple sources—occur. The data mall is a repository for distributed systems, such as customer and invoicing data.
Once the transformation and aggregation tasks are completed, the subset of data from the staging database is made available to AMT. AMT streamlined multiple tools and repositories into a single system.
It integrates SAP and our internal data staging warehouse for managing invoices and payments. Most of our integration was achieved with the standard DocuSign connector. Only 10 percent was customized for Advertising Operations business needs. The workflow progresses naturally from the contracting process.
The user uploads and identifies specific documents that need to be sent for signature in DocuSign. AMT dashboards allow the business to closely manage the signature process. SharePoint integration is, for the most part, out of the box. We use SharePoint as a document repository. Whenever an agreement is created in AMT, two things happen. Then, a web app captures logs, reflecting the process.
AMT was developed as an on-premises solution in In , we moved it to the cloud. To make the move, a hybrid connectivity solution had to be created to move data between our cloud-based Dynamics instance and on-premises SAP resources behind our firewall.
When we moved data from Dynamics CRM to Dynamics , the transition was fairly smooth, as we followed a well-defined process of data cleansing and testing. The main challenge was integrating our on-premises SAP and our cloud configurations. In our original on-premises configuration, databases were directly connected. We worked closely with Dynamics product architects to make it happen. There were some lessons that came out of the experience, such as:. Today, AMT applies to advertising operations.
Going forward, we want to scale this business and then take on other business scenarios. Next year, we anticipate that AMT will process over a billion dollars. Our next step is to adopt Sarbanes Oxley best practices. None of which appear to be causing the issue.
The queries i see being executed are as follows. I guess main related entities to contracts that could give these error message will be either contract or cases, so do following checks.. Check if contract got cases link to them, if yes this cases needs to be deleted first before deleting this contract. Now check if this contract i. The content you requested has been removed.
Ask a question. Quick access. Search related threads. Remove From My Forums. Asked by:. Sign in to vote. HI all, I need to delete some canceled contracts, every time I try to delete them the following error occured: "The record cannot be deleted because it's associated with another record.
Best regards.. Tuesday, July 24, AM.
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