web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Blogs / Apps - For D365 Customer Service - by ZapObjects / How to track billable and n...

How to track billable and non-billable time spent on Support Cases – using @ZapObjects Case Time Tracker App (Free) for Dynamics 365 for Customer Service

Views (814)
Zap Objects Profile Picture Zap Objects 924

A very common requirement with Customer Support teams is the ability to track time spent against Cases.

This can help in understanding:

  • Which type of Cases are consuming the most time
  • Do we need to hire or scale down?
  • How much to bill customer for support?

Now we can easily track time spent by Support agents on Cases using free Zap Case Time-Tracker App!

To add new time entry record:

Step 1: Browse to Case form, click on “+” button in “Time Tracker” Sub-Grid (as shown in below screenshot)

pastedimage1596276402999v1.png

Step 2: Fill-in the time-entry details

pastedimage1596276403000v2.png

Here following fields have been automatically populated: User (with logged-in User), On (with current Date and Time)

Step 3: Close the Time-Entry form.
Now the Case form is automatically refreshed… and the roll-up fields for “Total-Time” and “Billable-Time” are re-calculated.

From Reporting perspective, below 2 views can be useful:

View 1: Case View with columns "Total Time" and "Billable Time":

pastedimage1596276403001v3.png

View 2: Time Entry View with columns from Case Entity

pastedimage1596276403002v4.png

Below are some useful links that will help you get started with Zap Case Time Tracker App:

Features Page: https://zapobjects.com/apps/zap-case-time-tracker/
Knowledge Base: https://support.zapobjects.com/
AppSource Solution Install Link: https://appsource.microsoft.com/en-us/product/dynamics-365/zap.zap_case_time_tracker?tab=Overview
All Zap Dynamics 365 CE / Power Apps: https://zapobjects.com/

Latest Updates from Zap Objects (Aug 2020):

1. New App Released: Zap Notifications/ Alerts: Create In-App Notifications, Announcements,Trigger-based Notification(Case\Lead assigned), Recurring Notification, Form Based Notification

2. New Build Released: Zap Report Scheduler: Now works with Power Apps (Model-Driven) too! (Schedule Reports, Views, Excel Templates + Generate & Email PDF/Excel of Reports or Document Template using Workflows)

Comments

*This post is locked for comments