Provision unified routing for Customer Service

Applies to: Dynamics 365 Contact Center—embedded, Dynamics 365 Contact Center—standalone, and Dynamics 365 Customer Service

Note

Case information is applicable only to Customer Service.

Perform the steps mentioned in this topic to provision unified routing in Customer Service. By default, unified routing isn't enabled if only Customer Service is installed.

Prerequisites

• Ensure that the provisioning user has the following:
  • Administrator role. Learn more in Assign admin roles in the Microsoft Office 365 admin center.
  • Customer Service Representative or CSR Manager for setting up the unified routing configuration.
  • Dynamics 365 System Administrator role on the root business unit for your organization. Learn more inAssign security roles to a user in Power Platform and Create or edit business units.
  • Read-Write access in the Client Access License (CAL) Information. Learn more in Create a Read-Write user account in Power Platform.
• License required for unified routing:
  With the Customer Service Enterprise license, you'll get unified routing for tables, such as Cases, Leads, and custom tables. The license for Chat and Digital messaging includes unified routing for chat, SMS, and messaging channels, and the Teams channel. Learn more in Dynamics 365 Licensing Guide.

Provision unified routing for Customer Service only

1. In the site map of Customer Service admin center or Contact Center admin center, select Routing. The Routing page appears.

2. In Manage unified routing, select Manage.

3. On the Manage unified routing page, switch the toggle to Yes for Unified routing.

4. Select Save. A message that unified routing provisioning is in process appears.

If the provisioning fails, go to Dynamics 365 Customer Service and Dynamics 365 Contact Center troubleshooting or contact Microsoft Support to help resolve the issue.

Provision unified routing in Customer Service with omnichannel application

When the omnichannel capabilities are available but not deployed, in the Service Configuration Settings page, the following message will appear:

"Some required services need to be installed before unified routing can be turned on. Please contact Microsoft Support."

When Omnichannel for Customer Service doesn't have the required solutions, the following message will appear:

"Before unified routing can be turned on, Omnichannel needs to be updated. Please contact Microsoft Support."

Next steps

Set up the user as a bookable resource
Process for setting up unified routing

Related information

Provide consent to access data
Set up record routing
Provision channels