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Dynamics 365 Customer Service SLA: How SLAs, KPIs, and Timers Work
A service level agreement (SLA) in Dynamics 365 Customer Service is a rule set that tells the system when to start a clock and when to mark a case as non-compliant. Applicable SLAs on a Dynamics 365 Customer Service case form What SLAs do in Dynamics 365 Customer Service A configured service level agreement attaches specific time-bound commitments to a case record and displays them as live countdowns on the form. When an SLA is applied to a case, the system creates SLA KPI in
Alfredo Iorio
5 days ago6 min read


How to Manage Cases in Dynamics 365 Customer Service: Create, Track, and Resolve
A case in Dynamics 365 Customer Service represents one incident of service, a complaint or a request that needs a resolution. A single customer can have multiple open cases at the same time, and each one is tracked independently. The case record holds the customer's details, the history of interactions, any entitlements that govern what support they're owed, and the current status of work in progress. Case record in Dynamics 365 Customer Service Hub What is a case in Dynamics
Alfredo Iorio
5 days ago7 min read


Dynamics 365 Customer Service Queues: What They Are and How Agents Use Them
Dynamics 365 Customer Service queues are shared containers that hold cases until an agent picks them up. Rather than cases being pushed directly to an individual, they sit in a queue where the team can see what needs attention. Dynamics 365 Customer Service queue showing items and the Pick, Release, Route, Remove actions That shared visibility is what separates queue-based work from case assignment. It keeps work moving when individuals are busy, absent, or handling high volu
Alfredo Iorio
5 days ago6 min read


Invoicing Customers for Sales in Business Central
Efficient invoicing is critical to any business, regardless of size or industry. A well-designed ERP must allow users to streamline invoicing, enhance accuracy, and optimise business operations. In this guide, I will discuss the step-by-step process of invoicing sales in Business Central. From how to configure sales categories to the different ways to create sales invoices, manage sales invoices approvals, and even integrate external billing and payment systems. Why Efficient
Alfredo Iorio
Apr 16, 20236 min read
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