Crm Newshubb
Advertisement
  • Home
  • News
  • CRM Software & Tools
  • Contact us
No Result
View All Result
  • Home
  • News
  • CRM Software & Tools
  • Contact us
No Result
View All Result
Crm Newshubb
No Result
View All Result
Home CRM Software & Tools

Be prepared for ARC and SLA deprecation – CRM Software Blog

admin by admin
July 29, 2022
in CRM Software & Tools


 

As previously announced, Microsoft has deprecated the ARC (automatic record creation) rules and SLA (service-level agreements) items in the Dynamics 365 Customer Service web client.  The intention is for these components to be migrated to and accessed from the Unified Interface.  Currently, Microsoft has set the end of life date for these features in the web client to be October 1, 2022.  Action must be taken before that date to ensure no loss of functionality.

What are these features?

ARC (automatic record creation) rules allow for the automatic creation of records based on a certain set of criteria.  For example, a case could automatically be created based on language a customer uses in an email’s subject line.  SLAs (service-level agreements) define parameters of a customer’s support agreement with an organization, including but not limited to response time, number of support requests, and KPIs (key performance indicators).  These SLAs can then be added to cases to help define the scope of the service agreement.

Migrating to the Unified Interface

Microsoft has created a tool – the ARC & SLA Migration Tool – specifically to assist with the migration of these components from the web client to the Unified Interface.  This tool can be run multiple times as needed and provides the user with the ability to pick and choose items to migrate.  Furthermore, if a migration fails, the tool will attempt to provide help on why it failed and steps to take to try and fix it.

It is important to note that if your ARC rules use Channel Properties, these are not currently supported in the Unified Interface.  They can, however, be replicated by using Power Automate.  If you attempt to migrate an ARC rule that contains Channel Properties, the migration will fail, however, Power Automate flows will automatically be created for each Channel Property present.  You will then need to reconfigure the rules appropriately to account for these new flows.

[Continue reading on www.beringer.net]

 



Source link

Previous Post

How Dynamics 365 Portal is a Genie to Increase Your sales

Next Post

How to Get Digital Selling Right with Dynamics 365 Sales – CRM Software Blog

Next Post

How to Get Digital Selling Right with Dynamics 365 Sales - CRM Software Blog

Recommended

Use Cloud Flows to Consume CSV Files – CRM Software Blog

December 11, 2022

 Rolling out Vtiger Blog with a Premium Look

March 22, 2023

7 Reasons Why Companies Need Business Analytics  – CRM Software Blog

March 2, 2023

Conversational AI Usage in the CRM Applications – CRM Software Blog

February 22, 2023

Don't miss it

News

Quality audit and its benefits to your business

March 29, 2023
CRM Software & Tools

Using External Storage for Your Dynamics 365 Attachments

March 28, 2023
News

Security & Scalability: Foundational IT Needs

March 28, 2023
News

Boost your Customer Base with Vtiger Lead Generation Tools

March 28, 2023
CRM Software & Tools

RevOps Strategic Approach to Align Sales, Marketing and Customer Success – CRM Software Blog

March 27, 2023
CRM Software & Tools

How to Hire Microsoft Dynamics 365 Developer

March 26, 2023
crm-white

© CRM News Hubb All rights reserved.

Use of these names, logos, and brands does not imply endorsement unless specified. By using this site, you agree to the Privacy Policy and Terms & Conditions.

Navigate Site

  • Home
  • News
  • CRM Software & Tools
  • Contact us

Newsletter Sign Up

No Result
View All Result
  • Home
  • News
  • CRM Software & Tools
  • Contact us

© 2022 CRM News Hubb All rights reserved.