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Microsoft Dynamics 365 CRM workstream intake rule - how to force triggering it

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Posted on by GFManunta

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Hello everyone,

we would like to manage the auto-assignment also when a case is routed to another queue or when it is added to a queue after manual creation

Can we achieve that?

hour idea is to add a workstream intake rule or work and adjust the intake rules but I am not sure

Please help !!!!

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RE: Microsoft Dynamics 365 CRM workstream intake rule - how to force triggering it

Hi GFManunta，

Maybe you can create one flag field in the case entity.

When a case is routed to another queue or when it is added to a queue after manual creation, you can use one workflow to change flag field automatically.

Then you can use the flag field with correct value in the intake rules.

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