Views:
  • The Service Level Agreement is a commonly used by service agents to ensure they deliver a consistent quality of service to every end-customer within a specified timeframe. 
  • Dynamics CRM has a SLA countdown timer feature that shows a Customer Service Representative (CSR) exactly how much time is left on the clock before the SLA is non-compliant, helping the CSR to focus their attention on the SLAs nearing non-compliance and keep within their target.

SLA Configuration:

  • Navigate to settings –> Customization –> entities –>  Cases –> open default form and place
  • SLA Field On Case Form as shown below
  • Save and Publish form, then you will see that Field on form

 

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Creation of SLA Record

  • Enter the name of SLA and choose entity for creation of SLA.

 

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  • After creating SLAs record Add SLA Items(SLA Details) To Record by clicking on “+” button

 

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Creation of SLA Items:

  • Present I am using two default SLA KPI’s and creating SLA Item like below

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  • Same like above record create “Resolve by” record as like below

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Note: It’s must and should to give Failure after and warn after with appropriate data

  • Now SLA’s record is showing above 2 records on SLA Details sub grid
  • Now Activate SLA’s record by using Ribbon button “Active”
  • Now for set SLA record to case and SLA KPI’s we will write a process(workflow)
  • Create one workflow like below

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  • In above workflow “set properties” for case record like this
  • Set Default SLA to SLA Field

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  • Set Failure Dates to Fields like below

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  • Now save the workflow and activate show the result in case when you create new case like below it is running time on form

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