Route and distribute work with unified routing in Dynamics 365 Customer Service

Intermediate
Business User
Functional Consultant
Customer Service
Dynamics 365

Important

Power Virtual Agents capabilities and features are now part of Microsoft Copilot Studio following significant investments in generative AI and enhanced integrations across Microsoft Copilot.

Some articles and screenshots may refer to Power Virtual Agents while we update documentation and training content.

Unified routing is an intelligent, scalable, and enterprise grade routing and assignment capability. It can direct the incoming work item to the best suited queue and agent by adhering to work item requirements and matching them with the agent's capabilities.

Learning objectives

In this module, you'll:

  • Set up the components that are involved in classification and assignment of work items.
  • Classify work items and route work to employees.
  • Set up queues to distribute work.
  • Run diagnostics.

Prerequisites

Basic knowledge of the Customer Service app