- 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
Creation of SLA Record
- Enter the name of SLA and choose entity for creation of SLA.
- After creating SLAs record Add SLA Items(SLA Details) To Record by clicking on “+” button
Creation of SLA Items:
- Present I am using two default SLA KPI’s and creating SLA Item like below
- Same like above record create “Resolve by” record as like below
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
- In above workflow “set properties” for case record like this
- Set Default SLA to SLA Field
- Set Failure Dates to Fields like below
- Now save the workflow and activate show the result in case when you create new case like below it is running time on form
