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Microsoft Dynamics CRM (Archived)

Automatic Case Assignment

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Posted on by 785
Hi all, We have designed a small C# program that takes data in from another application and creates contacts, accounts and cases based on it. Unfortunately, we realized we don't have a system in place to assign those cases to our staff to work on them. We thought of doing a queue but from what I can see, queue's assign tickets by allowing the users to take on tickets at their will. We would really prefer something that will automatically assign tickets so nobody can drop the ball. We then thought of assigning based on caseload but response time is key and it could assign to a user who is sick/not working that day. So my question is: has anyone come up with an elegant way to automatically assign tickets/cases to people and ideally something with a time clock component so it would know if the person was available to work on it? Thanks!

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  • Michael Xavier Profile Picture
    785 on at

    Anyone? Bump.

  • Jeremy Winchell Profile Picture
    1,165 on at

    Michael,

    If you want to assign cases automatically based on user schedules and availability, you could tie into the Service Scheduling module, from a code standpoint.  Then you could setup Rules & Calendar options within Service Scheduling that you could execute inside your Case creation code to determine who the best resource is based on their Availability, Case Load etc.

    If user's are tracking all appointments, OOO, vacations etc in CRM you could Query CRM for who is available that day and how many active cases are assigned to them.  From there you could develop an algorithim that would help to determine the optimal user, if you didn't want to go the Service Scheduling route.

    The last option, which is tricky as well is querying CRM for Case Loads and then using the MAPI interface to check user's Calendars in Exchange to see who is/isn't free that day.

    It would be tricky to do, but it can be done.

    Jeremy

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