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Service | Customer Service, Contact Center, Fie...
Suggested Answer

How to create an SLA for case?

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Posted on by 15

Hi All,

i am new to the crm world.

i wanted to know how to create SLA for the case entity?

i want to ensure that the first response should be within 8 hours.

A step by step guide would be appreciated.

Thanks in Advance.

I have the same question (0)
  • Suggested answer
    JMaye2 Profile Picture
    57 on at

    Hello RTG -

    I posted an answer to a similar post earlier.  Can you review the answer here and see it it fits.     

    There is a youtube link I followed where it walked me through on setting up SLAs.

  • Suggested answer
    Toheeb Profile Picture
    20 on at

    Hello

    See links to create SLA for case entity in D365.

    docs.microsoft.com/.../define-service-level-agreements

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi RTG:

    You can refer the following steps:

    1.Create one sla kpi:

    pastedimage1647571587429v1.png

    2.Create an SLA.

    pastedimage1647572083072v6.png

    3.Create the SLA item:

    pastedimage1647572012306v4.png

    4.Active and Set as default:

    pastedimage1647572059864v5.png

    Define service-level agreements in Dynamics 365 Customer Service | Microsoft Docs

    5.Add an SLA timer to case form:

    Timer control for SLA-enabled entities | Microsoft Docs

    Open Case for interactive experience form to insert a sub-grid:

    pastedimage1647572657637v7.png

    Save and publish it.

    6.Result:

    pastedimage1647572807806v8.png

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