Dynamics 365 Customer Service: Automatic Case Assignment

In this article I am going to explain how we can use workflows to assign cases to a team in Dynamics 365 based on the issue type(category and subcategory). Once the case is assigned to a team, managers or customer service reps can then pick cases they want to work on by assigning cases to others or themselves. The team membership will determine which team Customer Service Reps can pick cases…

Continue Reading Dian Taylor’s Article on their blog

Dynamics 365 Customer Service: Automatic Case Assignment

In this article I am going to explain how we can use workflows to assign cases to a team in Dynamics 365 based on the issue type(category and subcategory). Once the case is assigned to a team, managers or customer service reps can then pick cases they want to work on by assigning cases to others or themselves.

Blog Syndicated with Dian Taylor’s Permission

Author: Dian Taylor

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