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Case Assignment based on User-Product-Availability

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Posted on by 105

Hi,

Is there a out of the box feature where we can "associate users with products" and also "maintain user availability" so that case assignment can be done based on this criterias.

Thanks

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  • Suggested answer
    Johan Rock Profile Picture
    Johan Rock 5 on at
    RE: Case Assignment based on User-Product-Availability

    I want to suggest You a platform for You https://360assignments.com/sg

  • spathak Profile Picture
    spathak 55 on at
    RE: Case Assignment based on User-Product-Availability

    docs.microsoft.com/.../configure-set-up-customer-assets

  • spathak Profile Picture
    spathak 55 on at
    RE: Case Assignment based on User-Product-Availability

    you can ad users as warehouse and location then you can assign that products with users,

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Case Assignment based on User-Product-Availability

    There is no OOB feature to identify user availability in MSD.

    You can use below custom code to identify user is logged in to CRM today or not.

    var query = new QueryExpression("audit")

               {

                   ColumnSet = new ColumnSet(true),

                   Criteria = new FilterExpression(LogicalOperator.And)

               };

               query.Criteria.AddCondition("createdon", ConditionOperator.GreaterEqual, DateTime.Today);

               query.Criteria.AddCondition("callinguserid", ConditionOperator.Equal, guid);

               EntityCollection results = Contextservice.RetrieveMultiple(query);

               if (results.Entities.Count > 0)

                   return true;

               return false;

  • Bhavik Sanghvi Profile Picture
    Bhavik Sanghvi 105 on at
    RE: Case Assignment based on User-Product-Availability

    Thanks, What about User Availability. Is there any OOB Feature where we can store whether a user is available or not, If not what would be the best possible way to achieve that.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Case Assignment based on User-Product-Availability

    Hi,

    Unfortunately there is nothing out of box which can help you with the assignment based on some business logic. You need to write your own custom logic and do the assignments. One simple way is to create a custom user lookup on Product entity. and then on create of case, trigger a workflow which assigns the case records to user field on product entity.

    Hope this helps.

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