Microsoft Dynamics CRM Mighty Timer Control
“A picture is worth a thousand words”
Moreover, real-time graphical information consistently proves effective to communicate a situation compared to relying purely on data fields.
That definitely applies to the 'timer control' feature that was first introduced in Microsoft Dynamics CRM 2013.
CRM timer control presents data in a more visual display to help users easily assess a record status. Using different colours and icons it intuitively communicates in-progress, failed, cancelled, success and warning statuses of records.
The timer control can be added to a CRM entity using form customization from “INSERT” tab:
A frequent use for the timer control is to display how much the time is remaining to complete a CRM case response. Often, this will be associated with a Service Level Agreement to reduce the risk of these terms being breached.
When a first case response is set the timer should be marked success. A warning can be set to display if a first response status is nearing non-compliance.
CRM 2015 introduced a further enhancement enabling timers to be paused, for example if a case is placed 'on hold'.
Using this example, we can add and configure a case timer:
The following are an explanation of the conditions and timer visualizations:
Failure Time Field
This defines name of the date field as a target to timer and once reached it will be marked failed unless it is altered by success / cancel condition in between.
Until it reaches to defined time it will display a countdown timer that is refreshed per second in “xxd xxh xxm xxs” format.
The following are the different type of visualization timer controls that will show when each defined conditional milestones is met.
In this post we've used the example of a Case record connected to a Service Level Agreement but timers can also be applied to forms and quick view forms for other CRM records. This could include a timer control that counts down until a contact birthday, or the time remaining for an opportunity to be closed.
As well as working with standard CRM entities, timers can be applied to custom entities. For example, a countdown could be set to countdown to a renewal date on a contract entity form.
Multiple timers can be added to each form if there is a need to control different timed based events. Separate case timers could be applied to monitor the first response and overall resolution time.
We've featured 5 timer conditions in this post but it's not mandatory to assign all of them. A timer control can be set that simply defines just success and failure conditions.
We hope you found this a useful introduction to see how Dynamics CRM timer controls work and how they offer a clear visualisation of a record status by alerting users to potential issues.
Please contact Preact if you want to discuss configuring timer control or service level agreements in your CRM database.
Click here to see a demonstration of the new timer control for SLA's and other improvements in the Dynamics CRM 2015 update.