Route work items based on external schedules

Important

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Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Mar 4, 2024 - -

Business value

You can route conversations to the right agents who are available according to their schedules, thus avoiding misrouting and delays in addressing customer inquiries.

Feature details

Configure assignment rules to route and assign cases and conversations based on agents' shift schedules that you can import from external workforce management (WFM) systems through a plug-in. By verifying agents' schedules in advance, organizations can avoid routing tasks to off-duty agents, and reduce the risk of delays. You can incorporate shift assignments and time-off considerations into the routing process to foster an employee-centric approach, and streamline operational workflows for productivity and improved retention rates.

See also

Configure routing based on external schedules (docs)