Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Suggested answer

Delegating User Work

Posted on by

Hello all,

I have the following request from a TELCO customer (for Tasks and Cases).

We use queues in our implementation for Cases and users pick a case from the queue and start work on it.

If a user that has already started working on a Case, goes on vacation (or even leaves the company), they want for all of the item assigned to this user to be re-assigned to another user.

Is there an OOTB setting/configuration/functionality available to enable this or we need to go to a customized solution?

Thank you for your help.

Best Regards

Afroditi Pratta

  • Suggested answer
    Thangamani Profile Picture
    Thangamani 507 on at
    RE: Delegating User Work

    Hi ,

        My suggestion would be try to use routing rules in the queue.Before any user goes on any vacation ask the user or system admin can apply the routing rule on all the cases which the user[leaving or going on vacation] is owning,so that the other will get assigned of all the cases.

    Regards,

    Thangamani

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

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans