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Microsoft Dynamics CRM (Archived)

SLA Functionality

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Posted on by 5,514

Can we report like where we have 5 cases and 2 pause and when we run report 

i should be able to know which are paused and which are working and how long can we run it

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  • Suggested answer
    Michel van den Brink Profile Picture
    4,697 on at

    Yes you can.

    Create an Advanced Find query based on the entity 'SLA KPI Instances', that is where the current status of specific KPIs and Cases is stored.

    dyncomm_5F00_mindsunited_5F00_slakpiinstance.png

  • sandeepc Profile Picture
    5,514 on at

    @michael can you please send me the querry /criteria to check which are paused and which are working

  • sandeepc Profile Picture
    5,514 on at

    and mainly how long we can run it

  • Verified answer
    gdas Profile Picture
    50,091 Moderator on at

    Hi,

    Go to Advanced find --> Select SLA KPI Instance entity --> where Status = Paused.

    Add all the necessary column by using Add columns . Regarding is your case Name.

    Here is the query with condition "pause"

    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
      <entity name="slakpiinstance">
        <attribute name="name" />
        <attribute name="status" />
        <attribute name="regarding" />
        <attribute name="failuretime" />
        <attribute name="warningtime" />
        <attribute name="succeededon" />
        <attribute name="slakpiinstanceid" />
        <attribute name="createdon" />
        <attribute name="createdby" />
        <attribute name="computedwarningtime" />
        <attribute name="computedfailuretime" />
        <order attribute="name" descending="false" />
        <filter type="and">
          <condition attribute="status" operator="eq" value="3" />
        </filter>
      </entity>
    </fetch>


    SLA-KPI.JPG

  • Suggested answer
    Michel van den Brink Profile Picture
    4,697 on at

    Hello sandeepc,

    As Goutam also mentioned

    1. In Advanced Find select the 'SLA KPI Instances' entity from the 'Look for' drop down
    2. If you only want to see the Paused items, enter [Status] [Equals] [Paused] as your query
      dyncomm_5F00_mindsunited_5F00_editcolumns.png
    3. This will show you only the paused items. You can select any other Status to create an overview of the other items, with a different status or even select multiple status.

    4. If you find you are missing essential information, click the 'Edit Columns' button to add columns from either the SLK KPI Instances themselves or from the related entities.
      dyncomm_5F00_mindsunited_5F00_editcolumns.png


    5. To run your query, click the red exclamation mark (!) labeled 'Results'
  • Verified answer
    sandeepc Profile Picture
    5,514 on at

    @michel can we now how long that particular case is running? like i have resolve in time =59 days 24h 38m 40 seconds something like that . can i know that. if yes how. will make it answer as marked as verified

  • Suggested answer
    Michel van den Brink Profile Picture
    4,697 on at

    Hello,

    Unfortunately, out-of-the-box there is no method to use Advanced Find to display the current value for the SLA KPI Timers.

    This timer is always calculated on demand when you open a Case.

    You could create an Excel Template with an estimate of this timer using Excel formulas. (EDIT: I posted an example of this in my next post, below)

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/manage-excel-templates 

      

    Otherwise you may want to look at a ThirdParty plug-in/add-on that calculates this time for you and stores it in a custom field.

    My company (MindsUnited) offers such an add-on if you are interested.

  • Verified answer
    sandeepc Profile Picture
    5,514 on at

    BPF_2D00_768x239-_2800_1_2900_.pngHow to calculate Stage durations for Business process flows?

  • Suggested answer
    Michel van den Brink Profile Picture
    4,697 on at

    Here is an example of that Excel Template I mentioned

    https://partnerassets.blob.core.windows.net/templates/SLA%20Estimated%20Time%20Elapsed.xlsx

    I used this formula to add an additional column (the green one) which estimates the time elapsed:

    =IF(AND([@Status]<>"Noncompliant";[@Status]<>"Success");NOW()-[@[Created On]];IF(ISBLANK([@[Succeeded On]]);[@[Modified On]];[@[Succeeded On]])-[@[Created On]])

    dyncomm_5F00_mindsunited_5F00_estimatedtimeelapsed.png

    See this article on how to upload this template to Dynamics:
    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/manage-excel-templates#step-3-upload-the-template-and-share-with-others 
      

    For your question about Business Process Flows, what exactly are you trying to calculate? Other than the calculation that you already pointed out?

  • Verified answer
    sandeepc Profile Picture
    5,514 on at

    @Michael

    i have an 3 stages  in case form

    identify ,research,resolve

    it is taking time . so is it possible to know how much time is that taking like is that business process flow running every 5 mins???

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