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Microsoft Dynamics CRM (Archived)

Assigning or adding a case to a queue

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Posted on by

hello

can someone please help me understand the difference between adding a case to a queue by using the 'add to queue'  or assigning a case to a team which then puts it in the team queue for them to pick up (currently we use the later option) but I am unclear on the pros and cons of both options

I have read lots of MS articles but nothing is really clear

any advice would be great , thank you

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  • Suggested answer
    MihirShah Profile Picture
    4,036 on at

    When you are adding a case to a queue - the ownership of the case does not change. So for example Sales Team A can be the owner of the Case and it can be routed or added to a Service Team B queue. So you would use the add to queue to manually route or move the case to different service or support queue maintaining the ownership as same.

    When you are assigning a case to a Team - This changes the ownership of the case.

    And it also routes the Case to the Teams Queue.

    So if you want the Case to be owned by a different Team you would assign the Case to the Team or individual.

    Hope this is clear.

  • Community Member Profile Picture
    on at

    great thank you

    I saw the ownership changing but I thought there may be more to it

    but that's fine great thanks

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