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Customer service - unified routing

Posted on by 524

I subscribed the customer service trial enronment. "2023 release wave 1 enabled".

I need to configure unified routing for the case management. But i could not find in the customer service hub app.

Can you guys pls help me

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Customer service - unified routing

    Hi Partner,

    So you do see the option, but can't enable it?

    pastedimage1686534936785v2.png

    Maybe you can get customer service trial environment through the following link:

    https://dynamics.microsoft.com/en-us/dynamics-365-free-trial/ 

    In this environment, unified routing will be enabled by default.

  • Anandhcrm Profile Picture
    Anandhcrm 524 on at
    RE: Customer service - unified routing

    Hi Leah Ju

    I tried this, but unified routing not enabled.

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Customer service - unified routing

    Hi Anandhcrm,

    Because 'Service Management' area has been removed from the Customer Service Hub app in the new version, you will need to go to the Customer Service Admin Center app to configure: 

    https://learn.microsoft.com/en-us/dynamics365/customer-service/provision-unified-routing?tabs=customerserviceadmincenter#provision-unified-routing-for-only-customer-service 

    pastedimage1686191802584v2.png

    --Switch to the app:

    pastedimage1686191893224v3.png

    --Configure:

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Customer service - unified routing

    Hi,

    You will need to turn on Unified routing settings under Service settings

    learn.microsoft.com/.../set-up-routing-process

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