Apply SLAs to tables

Service level agreements (SLAs) in Dataverse help you define the level of service or support that your organization agrees to offer a customer by including items to define metrics or key performance indicators (KPIs) to attain the service level. You can apply SLAs to custom tables and the following system tables:

  • All activity tables (such as Email, Task, and Appointment) except recurring appointments (RecurringAppointmentMaster)

  • Account

  • Contact

  • Invoice

  • Incident (Case)

  • Opportunity

  • Quote

  • Lead

  • SalesOrder (Order)

Enable tables for applying SLAs

To apply SLAs to a table, you must set IsSLAEnabled to true for the table. You can’t change this setting after it’s been enabled. By default, the Incident table is enabled for SLAs.

You can also use the customization tool to enable tables for SLAs. More information: Enable entities for service level agreements

After you have enabled a table for SLAs, new SLA-related columns, such as SLAId and SLAInvokedId, will be automatically added to the table.

Create SLA KPIs

To programmatically create SLA KPIs for a table, create a lookup column on any SLA-enabled table, and then set a relationship for that column to the SLAKPIInstance table.

Apply SLAs to entity records

Using the Dataverse web client, you can create SLAs for an SLA-enabled table, and set an SLA as default for the table so that it is applied automatically to any new row in the table.

However, if you want to manually apply SLAs to rows based on any custom business requirement, you can programmatically update the row to set the SLAId column value to the desired active SLA row.

Limitations to applying SLAs

In Dataverse, the following limitations are applicable for SLAs per Dataverse environment:

  • You can have a maximum of 7 tables that can have active SLAs. You will encounter an error on activating an SLA if this limit is exceeded.

  • You can have a maximum of 5 SLA KPIs per table for active SLAs. You'll encounter an error on activating an SLA if this limit is exceeded. This limit is not applicable for the Incident table.

See also

Define service-level agreements