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Microsoft Dynamics CRM (Archived)

First Response

Posted on by 85

We are sending an auto confirmation email to the customer to acknowledge receipt of the case, wouldn't this workflow also trigger to update the first response sent field even though it was just the auto response email? how would you get around this? Any steps on how to configure it?

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  • Cloud92019 Profile Picture
    Cloud92019 85 on at
    RE: First Response

    Ouch.. Thank you so much for all your help. I really appreciate it.

  • Verified answer
    RE: First Response

    "Should the name of the SLA will automatically appear under Applicable SLA? I have to manually select it for it to appear. " - Unfortunately, you need to add it manually or create a business rule for that

  • Cloud92019 Profile Picture
    Cloud92019 85 on at
    RE: First Response

    and the enhanced SLA section is still missing in the form.

  • Cloud92019 Profile Picture
    Cloud92019 85 on at
    RE: First Response

    8132.SLA3.JPG

    Should the name of the SLA will automatically appear under Applicable SLA? I have to manually select it for it to appear. 

    and I'm still have blank fields. I already changed its status :(

  • RE: First Response

    Looks ok, just change "Applicable when" to Origin equals Email, you don't need to check status reason.

  • Cloud92019 Profile Picture
    Cloud92019 85 on at
    RE: First Response

    SLA-TESt1.JPG

    Application When

    case + status reason + equals+ new

    Success Criteria

    Case+ first response sent+ yes

    SLA item failure - 1hour

    SLA Warning - 30 min

  • Cloud92019 Profile Picture
    Cloud92019 85 on at
    RE: First Response

    Hi Oksana,

    I think I got the wrong configuration in SLA. How will I configure my SLA item given the requirements below:

    SLA for Email response time = within 1 hour

    -------------

    SLA ITEM

    SLA-TESt.JPG

  • RE: First Response

    Have you also change the status of Case? From "New" to something else?

    Try to delete "Applicable when" criteria from SLA, usually it's used to have different SLA for different Origin. Example: Email 1hour, Facebook 15minutes.

  • Cloud92019 Profile Picture
    Cloud92019 85 on at
    RE: First Response

    Enhanced-SLA1.JPG

    These are the options that I can see inside the case

  • RE: First Response

    Try to check if you're using the right form

    1256.SLA3.PNG

    Also, you don't need to create a new Timer for First Response by yourself, there is an existing one already on the form.

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