{"id":1175,"date":"2015-02-06T15:23:56","date_gmt":"2015-02-06T09:53:56","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=1175"},"modified":"2015-02-06T15:23:56","modified_gmt":"2015-02-06T09:53:56","slug":"sla-enhancement-in-crm-2015","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2015\/02\/sla-enhancement-in-crm-2015\/","title":{"rendered":"SLA Enhancement in CRM 2015"},"content":{"rendered":"<p>SLA\u2019s were introduced in CRM 2013 to improve Customer Service. But in the following scenario it actually didn\u2019t serve its intended purpose.<\/p>\n<p style=\"text-align: justify;\"><strong><span style=\"color: #000000;\"><span style=\"text-decoration: underline;\">Scenario<\/span>:<\/span><\/strong><\/p>\n<p style=\"text-align: justify;\">Imagine\u00a0there\u2019s a case where in the provider needs to interact with the Customer and then they decide to keep the case \u201cOn Hold\u201d. Now, suppose we have a default SLA activated in CRM 2013, and a timer control on Case Entity. In CRM 2013, the Timer Control won\u2019t stop even if the Case status changes to \u201cOn Hold\u201d or any other available options.<\/p>\n<p style=\"text-align: justify;\">So, what is new in <strong>CRM 2015<\/strong>?<\/p>\n<p style=\"text-align: justify;\">We can actually \u201cPause\u201d and \u201cResume\u201d the Timer depending upon Case\u2019s current status. For that we need to configure the settings. Go to <strong>Settings<\/strong>\u00a0&#8211;&gt; <strong>Service Management<\/strong><\/p>\n<p style=\"text-align: justify;\">Under <strong>Service Term<\/strong> section, you can\u00a0see a new option added \u201c<strong>Service Configuration Settings<\/strong>\u201d.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2015\/02\/1.png\"><img decoding=\"async\" class=\"alignnone size-full wp-image-1176\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2015\/02\/1.png\" alt=\"Service Terms\" width=\"623\" height=\"222\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Click on it and the following pop up would open\u00a0where you can select the conditions when the timer would pause.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-1177\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2015\/02\/2.png\" alt=\"System Settings dialog\" width=\"623\" height=\"447\" \/><\/p>\n<p style=\"text-align: justify;\">As you can see, we have selected 2 values: Waiting for Details and On Hold. When the case status changes to these, the timer would be set to \u201cPaused\u201d. You can also notice an Option for Disable SLA\u2019s.<\/p>\n<p style=\"text-align: justify;\">SLAs are enabled by default; you can enable or disable them for cases in your organization. For example, you might want to disable SLAs during maintenance activities or when you&#8217;re importing cases and you don&#8217;t want the SLAs to apply to the cases.<\/p>\n<p style=\"text-align: justify;\">Now let\u2019s check the change in SLA Entity in CRM 2015 with the following example:<\/p>\n<p style=\"text-align: justify;\">Create a new SLA named Enhanced SLA.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-1178\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2015\/02\/3.png\" alt=\"Enhanced SLA\" width=\"508\" height=\"338\" \/><\/p>\n<p style=\"text-align: justify;\">As you can see, there are two new fields added: SLA Type and Allow Pause and Resume. SLA Type is an option set where you decide whether the SLA would be \u201cStandard\u201d or \u201cEnhanced\u201d. Allow Pause and Resume would decide whether you want to add \u201cPause\u201d and \u201cResume\u201d feature to your SLA. After saving the basic information click \u201d+\u201d on Sales Detail.<\/p>\n<p style=\"text-align: justify;\">Add the necessary information for SLA Item. A new feature is added here too i.e. <strong>Success Actions.<\/strong><\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-1179\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2015\/02\/4.png\" alt=\"SLA Success Actions\" width=\"623\" height=\"380\" \/><\/p>\n<p style=\"text-align: justify;\">Here we can specify the action to be taken when the Success Criteria is fulfilled. Earlier in CRM 2013 we didn\u2019t have any <strong>Success Actions<\/strong> section on success criteria. Now, we can send an email, create, update or delete any entity just by adding new step in success action.<\/p>\n<p style=\"text-align: justify;\">After successfully creating an Enhanced SLA, activate it and set as default for ease purpose or else you can create an Entitlement for created SLA and then associate it to specific customer. Now Go to <strong>Services<\/strong>\u00a0&#8211;&gt; <strong>Cases<\/strong>. Create a new case say \u201ciPhone Repair\u201d and save it. You can see a new section is added on Case Entity named \u201cEnhanced SLA Details\u201d. Expand it and you can see that a timer is activated by itself as shown below. Unlike earlier, we need not add a timer on Case form as we used to do in CRM 2013.<\/p>\n<p style=\"text-align: justify;\">\u00a0Also a grid is displayed which shows the information of SLA KPI Instance.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-1180\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2015\/02\/5.png\" alt=\"iPhone Repair Case \" width=\"623\" height=\"248\" \/><\/p>\n<p style=\"text-align: justify;\"><strong>SLA KPI Instance<\/strong>: A new entity has been added in CRM 2015 which represents the data of a service level agreement (SLA) key performance indicator (KPI) instance that is tracked for an individual case. Instances of this entity will be generated automatically and updated by the system for cases using enhanced SLAs.<\/p>\n<p style=\"text-align: justify;\">Now suppose the status of Case is changed to \u201cOn Hold\u201d. The timer would get paused as we have specified the criteria in System Settings earlier for SLA to pause. It would look like:<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-1181\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2015\/02\/6.png\" alt=\"On Hold Case\" width=\"623\" height=\"240\" \/><\/p>\n<p style=\"text-align: justify;\">When the status of this case changes, the timer resumes from where it was paused.<\/p>\n<p style=\"text-align: justify;\">Also you can see that Applicable SLA section on <strong>Case<\/strong> is empty, it\u2019s because we had created an \u201cEnhanced SLA\u201d earlier and the values are displayed in the Enhanced SLA Details grid and not in the Applicable SLA section.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2015\/02\/7.png\"><img decoding=\"async\" class=\"alignnone size-full wp-image-1182\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2015\/02\/7.png\" alt=\"Applicable SLA Case\" width=\"623\" height=\"290\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">The Applicable SLA Section will display values if we create a \u201cStandard SLA\u201d instead of \u201cEnhanced SLA\u201d. Below is a snapshot showing values in APPLICABLE SLA as we created a Standard SLA for it.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2015\/02\/8.png\"><img decoding=\"async\" class=\"alignnone size-full wp-image-1183\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2015\/02\/8.png\" alt=\"Standard SLA\" width=\"888\" height=\"489\" \/><\/a><\/p>\n<p>In this way, we can \u201cPause\u201d or \u201cResume\u201d the SLA\u2019s in\u00a0CRM 2015 depending upon Case\u2019s status and even enable or disable it through System Settings.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>SLA\u2019s were introduced in CRM 2013 to improve Customer Service. But in the following scenario it actually didn\u2019t serve its intended purpose. Scenario: Imagine\u00a0there\u2019s a case where in the provider needs to interact with the Customer and then they decide to keep the case \u201cOn Hold\u201d. Now, suppose we have a default SLA activated in\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2015\/02\/sla-enhancement-in-crm-2015\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[22,24,55],"tags":[253,380,597,733],"class_list":["post-1175","post","type-post","status-publish","format-standard","hentry","category-dynamics-crm-2015","category-dynamics-crm-2016","category-sla","tag-case","tag-crm","tag-dynamics-crm-2015","tag-enhanced-sla"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/1175","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=1175"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/1175\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=1175"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=1175"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=1175"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}