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Microsoft Dynamics CRM (Archived)

SLA not working

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Posted on by 91

Our first response SLA for email  is within 1 hour. So i created SLA but still getting blank information inside the case.

SLA-TEST2.JPG

SLA Item info:

SLA-TEST3.JPG

But inside the case, im not seeing any info for first response by KPI

SLA-TEST-4.JPG

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  • Cloud92019 Profile Picture
    Cloud92019 91 on at
    RE: SLA not working

    Do you have a screenshot on how to do it?

  • Suggested answer
    RE: SLA not working

    Sure, you need to create a workflow when an email is send regadring the case, update case record  "First response sent"=YES

    Make sure that that the topic of Email is not equal topic of your automatic first email and that "First response sent"=NO

  • Cloud92019 Profile Picture
    Cloud92019 91 on at
    RE: SLA not working

    Here is my screenshot of Applicable when. Also, when I choose the status reason to ACCEPTED its changing to cancelled under Enhanced SLA.

    Then I also tried setting the success criteria to Status Reason as ACCEPTED instead of using First Response Sent and it also changed to CANCELLED.

    Applicable-when.JPG

  • Cloud92019 Profile Picture
    Cloud92019 91 on at
    RE: SLA not working

    But is it possible that the first response sent field will be triggered to YES when I send my initial reply? I'm kinda lost how to do it

  • RE: SLA not working

    Please check "Applicable when" is SLA settings

  • Cloud92019 Profile Picture
    Cloud92019 91 on at
    RE: SLA not working

    The only problem I have is. when I select YES for First Response Sent field. the Enhanced SLA is changed to CANCELLED. :(

  • Suggested answer
    Cloud92019 Profile Picture
    Cloud92019 91 on at
    RE: SLA not working

    Hi Oksana,

    I'm now able to see the Enhanced SLA section. I checked the properties of Enhanced SLA and the default view visible is unchecked.  

  • Cloud92019 Profile Picture
    Cloud92019 91 on at
    RE: SLA not working

    Hi Oksana,

    I already select set as default. but still not showing any value on First Response by KPI. And when I select First response sent to YES, the First Response status remained In Progress. 

    3323.SLA3.JPG

    3323.SLA3.JPG

    Inside the Case

    5444.SLA4.JPG

  • Suggested answer
    RE: SLA not working

    So at first, you need to set your SLA record as Default, then you have two options:

    If you have Enhanced SLA, than "First response by KPI" lookup field will fill in

    0842.SLA5.PNG

    SLA7.PNG


    If you have Standard SLA, then "First response by" datetime field will have date
    4670.SLA4.PNG

    0842.SLA5.PNG
    It's better to use Enhanced SLA

  • RE: SLA not working

    By the way, have you pressed "Set as Default" button on SLA record?

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