Configure assignment methods and rules for queues

After creating queues, if you want to use custom assignment methods, you'll create assignment rulesets comprising rules.

You can create the custom assignment methods in the Omnichannel admin center and Customer Service Hub apps.

In unified routing, the process of creating assignment rulesets involves the following steps:

  1. Create assignment rulesets: For each assignment ruleset, you'll configure the conditions and order by option.

  2. Create selection criteria: If you create more than one assignment ruleset, you'll need to define the rules for the selection criteria. The selection criteria determines the ruleset that should be run out of the many that exist. More information: Configure selection criteria.

Create an assignment method and configure rules

Perform the following steps to create a custom assignment method:

  1. In Dynamics 365, go to one of the admin apps, and perform the following steps.

    1. In the site map, select Queues in Customer support.

    2. On the Queues page, select Manage for Advanced queues.

  2. Select a queue, and on the Assignment method page, select Create New.

  3. In the Create work assignment dialog, enter a name and description for the ruleset, and select Create.

  4. Select the ruleset, and select Edit. The options to configure prioritization rulesets and assignment rulesets are displayed.

  5. Do the following to set up prioritization rulesets:

    a. On the Create Prioritization Ruleset dialog, enter a name and description for the ruleset, and select Create.

    b. On the Decision list page, select Create rule, and on the Create prioritization rule dialog, enter a rule name and define the conditions when the rule should be run. By default, the root record is selected and displayed at the top of the condition builder for ease of reference and visibility of the record for which you're creating the rule.

    c. Select the attribute on which you want to define the order-by to route the work item to agents.

    d. Create as many rules as needed.

  6. To create an assignment ruleset, on the Assignment method page, select Create ruleset.

  7. Enter a name and description for the ruleset, and select Create. The ruleset is created.

  8. On the Assignment ruleset page that appears, select Create rule.

  9. In the Create assignment rule dialog, do the following to add conditions and order by attributes:

    a. Rule Name: Enter a rule name.

    By default, the root record is selected and displayed at the top of the condition builder for ease of reference and visibility.

    b. Conditions: Select Add to select an attribute or related entity and define condition. You can define conditions for up to two levels of the related records and attributes.

    c. Order by: Select an attribute to define the order of work assignment if multiple agents match the condition.

    • Ordering Attributes:
      • Most idle (Preview): in preview release, this option is available for voice channel queues only. Work item is routed to the agent who is idle the most among all the agents who match skills and capacity. For more information, see Types of assignment methods.
      • Round Robin
      • Unit-based available capacity
      • Profile-based available capacity
      • Proficiency
      • Skill count
    • User Attributes: These attributes are defined on the system user entity.

    d. Select Create.

    e. Repeat the steps a through d to configure multiple rules.

    Note

    We recommend that you reduce the granularity of the conditions for the assignment rules in a descending order.

  10. You can sort the order in which the rules should be evaluated during work assignment. For other tasks that you can perform, such as copy, edit, delete, see Options available for rulesets.

  11. If you create more than one assignment ruleset, a warning message is displayed that alerts you to define the selection criteria to run the rulesets.

    Create a sample assignment rule with the following conditions.

    Attribute Operator Match type Attribute value
    User skills Exact match All skills
    Presence status Equals Dynamic match Conversation.Workstream.Allowed Presences
    Available capacity Is greater than Dynamic match Conversation.Workstream.Capacity

    Note

    If you want to define a condition on unit-based capacity of users, then use the Available capacity attribute only as suggested in the example. Use the "is greater than" operator to ensure that available capacity is more than the required capacity.

    Sample assignment rule.

Configure selection criteria

Define the selection criteria, when you configure more than one assignment ruleset in the custom assignment method. The selection criteria lets you define a set of conditions to determine the ruleset to be run when the condition is met. After the ruleset is picked up by the work assignment engine, if no rule matches in the selection criteria or if no selection criteria is met, the default ruleset will be run by the system.

Follow these steps to configure the selection criteria for the assignment rulesets:

  1. For the assignment method, in the Assignment section, select Create rule, and in the Decision list area, select Create rule.

  2. In the Create selection criteria rule dialog, enter a rule name, and define the conditions.

  3. In Execute ruleset, select the assignment ruleset that must be run when the conditions are met, and then select Create. The rule is listed in the Decision list area.

  4. Define as many rules as the number of assignment rulesets.

See also

Create workstreams
Create queues
Set up records for unified routing
Set up skill-based routing for unified routing
FAQ about unified routing in Customer Service, Omnichannel for Customer Service