web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Map Service Level on Account to Service Level on Case

(0) ShareShare
ReportReport
Posted on by 58

As you all know Service Level Agreement (SLA) isn't on the Account or Case form. 

Putting it on the form is quite simple, but we would like to do is the following: 

1. Put an Service Level column (system or custom one) on the Account form


2. Get on type of Service Level linked to 1 Account. So each account has is own Service level (let's keep it simple and say you have Bronze, Silver and Gold.)
So e.g. Account ABC has Gold Service level 


3. Put an Service Level column (system or custom one) on the Case form

4. On chosing Account ABC at the case form, it should automatically select Gold Service level, getting this from the Account Entity. 


Important: as Service Level Agreement has a local option set (and you can't change system columns), this makes it harder for calculated field and relationship options.

I think we should work with a workflow (NOT running in the background), but we have to be sure that it is performant enough (also for queuing)

pastedimage1643710820381v1.png

 

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Map Service Level on Account to Service Level on Case

    Hi Serge Pilaet,

    The performance of workflow is not very good. Usually, you need to wait for a while. If you have higher requirements for execution speed, you could use onchange event handler or plugin.

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

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

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

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 60 Super User 2025 Season 2

#2
Siv Sagar Profile Picture

Siv Sagar 52 Super User 2025 Season 2

#3
Daniyal Khaleel Profile Picture

Daniyal Khaleel 36 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans