KPI and SLA configuration in Microsoft Dynamics 365 CRM: A step-by-step guide

KPI and SLA configuration in Microsoft Dynamics 365 CRM: A step-by-step guide

HomeVictor OgucheKPI and SLA configuration in Microsoft Dynamics 365 CRM: A step-by-step guide
KPI and SLA configuration in Microsoft Dynamics 365 CRM: A step-by-step guide
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Welcome to my video on KPI and SLA configuration in Microsoft Dynamics 365 CRM! In this video I will walk you through the process of setting up Key Performance Indicators (KPIs) and Service Level Agreements (SLAs) in Dynamics 365 CRM.

As companies strive to provide high-quality customer service, it becomes increasingly important to track key performance indicators and ensure service level agreements are met. KPIs and SLAs are important tools that help companies monitor and manage their performance in real time.

In this video, you'll learn how to configure KPIs and SLAs in Dynamics 365 CRM, escalate service requests when SLAs are not met to the next level of support, and monitor performance. We'll cover topics like creating and customizing KPIs, defining SLA metrics and thresholds, escalating requests when SLAs are not met using Power Automate, and setting up alerts and notifications.

Whether you're new to Dynamics 365 CRM or an experienced user looking to improve your service delivery, this video will provide you with valuable insights into KPI and SLA configuration in Dynamics 365 CRM. So, let's get started!

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