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Service | Customer Service, Contact Center, Fie...
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How to assign the email in omni channel

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Posted on by 30

Hi there,
I am using omni channel shared mailbox in which a queue is linked, there are multiple users in the queue. when a mail is received in omni channel all the users are able to view mails, how can i do that if a mail is received it should be automatically assigned to a user in a queue.

Thanks In Advance.

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  • Verified answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    RE: How to assign the email in omni channel

    Hi Muhammad,

    Refer to the following links to route email records automatically through unified routing:

    https://learn.microsoft.com/en-us/dynamics365/customer-service/configure-routing-for-email-records#route-email-as-a-record 

    If the records has been added to the queue, you need configure assignment method to assign records:

    Use assignment methods to determine how to assign work items. You can use the out-of-the-box assignment methods or build custom assignment rules by configuring the prioritization rules and assignment rulesets. 

     https://learn.microsoft.com/en-us/dynamics365/customer-service/assignment-methods 

    Finally, you can refer to the following blog, which provides the complete steps:

    https://neilparkhurst.com/2021/10/02/mb-230-microsoft-dynamics-365-customer-service-omnichannel-record-routing/ 

  • Muhammad Danial Profile Picture
    30 on at
    RE: How to assign the email in omni channel

    Hi Leah,

    Thank you for your response.

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