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Microsoft Dynamics CRM (Archived)

Autmatic Case Routing

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Posted on by 790

Dear all

 I do have automatics routing rules defined for different case types, it is working fine.

But now I do have another requirement to let the system route cases based on :

  1. Agent availability: for example, I need something like “Status” on user level, which can be for instance (Yes or No), if yes, then system can route/assign him new cases, if NO, then system will not assign/route any case to him.
  2. Agent capacity : for example, agent X capacity is 5 open cases at a time, so system will route cases to agent X and will stop when he reaches 5 open cases.

So in this scenario , system will route cases to agents based on their availability (Yes) and within their capacity.

Is there anything in Dynamics that can support such requirement?

 Thanks,

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I have the same question (0)
  • Verified answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    I think you have to create your own workflow or plugin to achieve this.

  • Suggested answer
    Nishant Rana Profile Picture
    11,325 Microsoft Employee on at

    Now we have Omnichannel for Customer Service to help us here

    docs.microsoft.com/.../work-streams-introduction

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