• Complex SLA 3 - Configure KPIs for Custom SLA Instance in Dynamics365

      Colin Maitland, 13 June 2018

      ↩ Part 2 - Create Custom SLA Instance Entity in Dynamics 365 In this article I will demonstrate how to configure a generic custom SLA KPI for use with SLA Instances in Dynamics 365 and how and why this differs dramatically from the approach used in my first series. In my first series I described the

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    • Complex SLA 1 - Multiple SLAs with Different Dates in Dynamics 365

      Colin Maitland, 07 June 2018

      In my previous series I demonstrated, ‘Configure SLAs for Opportunity in Dynamics 365’, I demonstrate how to enable Opportunities for SLAs and how to implement three SLA KPIs for Opportunities. This approach works well when the SLA KPIs on the same SLA are all Applicable From the same date and time.

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    • Overview of SLAs for Opportunities in Dynamics 365 - 1 of 7

      Colin Maitland, 17 April 2018

      In this series I will demonstrate how to enable Opportunities for Service Level Agreements (SLAs), configure multiple SLA KPIs, and create a Service Level Agreement (SLA) with multiple SLA Items for use with Opportunities. This series will also demonstrate a limitation when some the SLA KPIs on the

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    • Testing SLAs for Opportunities in Dynamics 365 - 7 of 7

      Colin Maitland, 27 April 2018

      ↩ Part 6 - Configure Business Logic for SLAs in Dynamics 365 In this article, the final article, in this series I will describe how I tested the SLA and demonstrate the results of a basic test. The results show that although each of the SLA KPIs are started and stopped when required, the First Respo

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    • Configure Business Logic for SLAs in Dynamics 365 - 6 of 7

      Colin Maitland, 26 April 2018

      ↩ Part 5 - Using Multiple SLAs for Opportunities in Dynamics 365 In this article I will describe some business logic that needs to be implemented for Opportunities for the effective operation of the Opportunity related SLA described in this series. Configure Opportunity Business Logic For this scena

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    • Using Multiple SLAs for Opportunities in Dynamics 365 - 5 of 7

      Colin Maitland, 25 April 2018

      ↩ Part 4 - Configure Forms and Views for SLA KPIs in Dynamics 365In this article I will demonstrate how to configure a Service Level Agreement (SLA) for Opportunities with multiple SLA Items based on the SLA KPIs previously described in this series. Configure an SLA and Related SLA Items for Opportu

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    • Configure Forms and Views for SLA KPIs in Dynamics 365 - 4 of 7

      Colin Maitland, 24 April 2018

      ↩ Part 3 - Configure SLA KPIs for Opportunities in Dynamics 365 In this article I will demonstrate how to configure the forms and views for SLA KPI Instances and Opportunities for displaying the SLA and SLA KPI Instance information. Configure SLA KPI Instance Quick View Forms for use on Opportunitie

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    • Configure SLA KPIs for Opportunities in Dynamics 365 - 3 of 7

      Colin Maitland, 23 April 2018

      ↩ Part 2 - How to Configure SLAs for Opportunities in Dynamics 365 In this article I will demonstrate how to configure the three custom SLA KPIs described in the previous two articles for Opportunities. Configure SLA KPIs for Opportunities Add the following three 1:N (one-to-many) Relationships from

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    • How to Configure SLAs for Opportunities in Dynamics 365 - 2 of 7

      Colin Maitland, 19 April 2018

      ↩ Part 1 - Overview of SLAs for Opportunities in Dynamics 365 In this article I will demonstrate how to configure the Opportunity entity in Microsoft Dynamics 365 for Service Level Agreements (SLAs). Configure the Opportunity Entity Enable the Opportunity entity for SLAs. The ‘Enable for SLA’ option

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    • Concurrent Business Process Flows in Microsoft Dynamics 365 - Part 4

      Colin Maitland, 23 November 2017

      Microsoft Dynamics 365 for Sales and Service supports the use of multiple activated Business Process Flows for an Entity. In addition, Microsoft Dynamics 365 allows multiple concurrent Business Process Flows to be started against a record such as an Account.In this article, I will describe the rules

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    • Concurrent Business Process Flows in Microsoft Dynamics 365 - Part 3

      Colin Maitland, 22 November 2017

      Microsoft Dynamics 365 for Sales and Service supports the use of multiple activated Business Process Flows for an Entity. In addition, Microsoft Dynamics 365 allows multiple concurrent Business Process Flows to be started against a record such as an Account. In this article, I will demonstrate, usin

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    • Business Process Flow Specific Entities in Microsoft Dynamics 365 - Part 1

      Colin Maitland, 20 October 2017

      In Microsoft Dynamics 365 for Sales or Service, the first-time activation of a Business Process Flow causes a corresponding Business Process Flow instance specific entity to be created.In this article, Part 1, I will use the out-of-the-box ‘Lead to Opportunity Sales Process’ Business Process Flow to

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    • Concurrent Business Process Flows in Microsoft Dynamics 365 - Part 1

      Colin Maitland, 21 November 2017

      Microsoft Dynamics 365 for Sales and Service supports the use of multiple activated Business Process Flows for an Entity. In addition, Microsoft Dynamics 365 allows multiple concurrent Business Process Flows to be started against a record such as an Account. In this article, and the two that follow,

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    • Concurrent Business Process Flows in Microsoft Dynamics 365 - Part 2

      Colin Maitland, 21 November 2017

      Microsoft Dynamics 365 for Sales and Service supports the use of multiple activated Business Process Flows for an Entity. In addition, Microsoft Dynamics 365 allows multiple concurrent Business Process Flows to be started against a record such as an Account. In this article, I will demonstrate, usin

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    • Business Process Flow Specific Entities in Microsoft Dynamics 365 - Part 3

      Colin Maitland, 27 October 2017

      In Microsoft Dynamics 365 for Sales or Service, the first-time activation of a Business Process Flow causes a corresponding Business Process Flow instance specific entity to be created. In this article, Part 3, I will provide some interesting information on the possibility of using Import and Bulk D

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