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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Workflow to assign all...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Workflow to assign all open/active cases to the owning user's default team queue - if the case is currently owned by an individual user

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Posted on by MikeExeter 54

Hi Guys

Even after the appropriate training, we still get instances where individuals are assigning cases to themselves - rather than using the case picking/worked by procedure that we have in place and leaving the case in the Team queue.

We should never have instances where a case is owned by a user - so I wanted to write a workflow that runs overnight that will look at all open\active cases which are currently owned by individual users, and assigns them back to that user's default Team.

Any ideas how best to write this would be greatly appreciated.

Many thanks

Mike

I have the same question (0)
  • Suggested answer
    XM-22040801-0 Profile Picture
    XM-22040801-0 11 on at

    Hi,

    If you want to prevent the assignment of a case to a user, I invite you to look at this post:    

    This avoids the need to run a reassignment workflow.

  • Suggested answer
    Sayen Zhang Profile Picture
    Sayen Zhang Microsoft Employee on at

    Hi Mike

    We can create a workflow to make open\active cases which are currently owned by individual users assigns them back to that user's default Team.

    Here are the steps:

    1. Create a N:1 relationship with "Team" and "Case" entity.

    2. Add "Default Team" column in Case for Interactive experience main form.

    pastedimage1682063752801v1.png

    3. Go to Power Apps home page: https://make.preview.powerapps.com/

    4. Click "Advanced Settings" under gears.

    pastedimage1682063920148v2.png

    5. Select "Process" under settings.

    6. Create a process and fill out the process.

    pastedimage1682064068276v3.png

    pastedimage1682064520331v5.png

    It is important to note that it is not available for us to stop workflow overnight. However, we can stop workflow after 10 hours of creating case.

    Best Regards,

    Sayen Zhang

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