Skip to main content
Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Suggested answer

Routing Rules - Prevent the case to be allocated the previous owner

(0) ShareShare
ReportReport
Posted on by

Hi, 

If a case has escalated from one Case Type to another Case Type or changed status, is it possible to create a routing rule and route the case to Queue and at the same time prevent it from being allocated to previous owner that owned the case in the previous status?

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Routing Rules - Prevent the case to be allocated the previous owner

    Hi Partner,

    You can route the case to Queue based on case type, but you can't prevent case being assigned to previous owner through routing rules.

    Maybe you can try to create a workflow to achieve it.

    1.Create a custom field in case to store owner field value.

    2.Then create a workflow.

    Stop workflow with canceedl status when changed owner is same with previous owner.

    [KB] Dynamics 365 Workflow Step – Stop Workflow – Succeeded vs Canceled (Cancelled) - background workflow, Dynamics 365, Dynamics CRM, real-time workflow, stop workflow | Dynamics 365 Apps (dyn365apps.com)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Now Available: 2025 Release Wave 2

Quick Links

Ramesh Kumar – Community Spotlight

We are honored to recognize Ramesh Kumar as our July 2025 Community…

Congratulations to the June Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 51 Most Valuable Professional

#2
Ramesh Kumar Profile Picture

Ramesh Kumar 42

#3
David Shaw_UK Profile Picture

David Shaw_UK 27

Featured topics

Product updates

Dynamics 365 release plans