Skip to main content
Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Unanswered

Set SLA Based On Case Priority and Customer (Account) Field

(0) ShareShare
ReportReport
Posted on by 45

Hi, we offer the following SLA's to our customers based on there support contract - Support Premium (24/7) for HIGH and URGENT cases only and Support Professional (08:30 - 17:30 Mon to Fri) for all priorities.

I have created two SLA's, "24/7" with Business Hours 24/7 and "Default" with 08:30 - 17:30 Mon to Fri Business Hours.

I have also created a custom field "Support Contract" under the Customer Account (not contact) called Support Contract with an option set - Support Premium and Support Professional.

The default SLA is "Default".

The question is, How can I change/set the Case SLA field to the 24/7 SLA when the customer account field "Support Contract" is Support Premium and Case Priority is "HIGH or URGENT", I have tried using Workflow but cannot get this working as Case's are normally registered to the Customer (Contact), I don't want staff to have to choose both customer account and customer contact on each ticket.

I don't want to use entitlements as we don't limit cases or hours etc.

Any ideas?

Thank you,

Dan

  • Community Member Profile Picture
    on at
    RE: Set SLA Based On Case Priority and Customer (Account) Field

    Hi, The case customer field can be either Account or contact. Why not use the Account as customer? If you still want the contact as customer, why not find the parent account of that customer in the workflow and check the support type ?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Now Available: 2025 Release Wave 2

Quick Links

Ramesh Kumar – Community Spotlight

We are honored to recognize Ramesh Kumar as our July 2025 Community…

Congratulations to the June Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 51 Most Valuable Professional

#2
Ramesh Kumar Profile Picture

Ramesh Kumar 42

#3
David Shaw_UK Profile Picture

David Shaw_UK 27

Featured topics

Product updates

Dynamics 365 release plans