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Microsoft Dynamics CRM (Archived)

Routing Rule to Assign a User/Team and Route to Queue

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We have created a shared mailbox in Office 365 and are leveraging the Microsoft Dynamics CRM Online Email-to-Case functionality for managing Services.

However, when the Case is created through this functionality, the Owner is incorrect. We would like to update the Case Owner with the assigned Team, and then to route the Case to the correct Queue.

Unfortunately, it appears one of the limitations of Routing Rules are that you can either:

1) Assign the Case to a User/Team, OR

2) Route the Case to a Queue

It appears we cannot do both. Routing Rules seem to work off priority, so we are unable to stack two separate Rule Items --> the first to assign the Case to the applicable Team, and the next to route the Case to the applicable Queue.

Our intended objective is to:

1) Assign the Case to the correct User/Team, AND

2) Route the Case to the correct Queue

Does anyone have a viable solution to accomplish our intended objective?

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  • Community Member Profile Picture
    on at
    RE: Routing Rule to Assign a User/Team and Route to Queue

    Hi Petros,

    I am curious to know why you would like the Case assigned to the team and then Route to the Queue as both result in similar outcome of owning the case and working through the case.  I am not an expert in this area so please take with a pinch of salt of what I mentioned above.

    best wishes,

    harihar

  • Verified answer
    mscrmba Profile Picture
    on at
    RE: Routing Rule to Assign a User/Team and Route to Queue

    Hi Petros,

    Have you tried assigning using the routing rule and then a workflow that triggers on change of ownership to assign it to the correct queue?  (If it's being allocated to the default queue for the owning  team it should be straightforward.)

  • Dr401k Profile Picture
    on at
    RE: Routing Rule to Assign a User/Team and Route to Queue

    Harihar,

    Thank you for your question. Our business is endeavoring to use Microsoft Dynamics CRM Queues to manage and execute day-to-day work. Queues have proven to be an effective tool for collaboration and enable multiple team members to pick-up a project.  Moreover, Public Queues enable all stakeholders, even those who are not members of the Assigned Team of a Queue Item, to view pending work. We also monitor pending work and hold staff accountable through the use of key performance indicators, based on assigned Ownership (ex. elapsed time from Case creation to resolution).  Consequently, both assignment and routing to queues are important for us, based on how we run our business. I hope that helps.

    Best Regards,

    Petros

  • Dr401k Profile Picture
    on at
    RE: Routing Rule to Assign a User/Team and Route to Queue

    MSCRMBA, Thank you for your suggestion. While we would prefer the functionality to be part of the Routing Rules feature, as it leaves less to chance, your suggested workaround does accomplish our desired objectives. Thank you for your help. Best Regards, Petros

  • Community Member Profile Picture
    on at
    RE: Routing Rule to Assign a User/Team and Route to Queue

    Thank you Petros for clarifying my question.

    best wishes

    harihar

  • Community Member Profile Picture
    on at
    RE: Routing Rule to Assign a User/Team and Route to Queue

    I have the same issue :(

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