Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all articles
Browse latest Browse all 55831

Solution Idea Request for Workload Management

$
0
0

I have a requirement in my system that the Customer Service team assigns incoming cases to Resources based on a rotation.  I'm seeking creative ideas on how I might accomplish this out-of-the-box.  

I was thinking of a field on the User entity for Assigned Case Date which is updated with a workflow each time a case is assigned, then creating a view on the CSRs Dashboard with all Users on the team and the Assigned Case date which, if sorted, shows who got a case last.

Any other ideas that might be more elegant; perhaps with Activity Scheduling?


Viewing all articles
Browse latest Browse all 55831

Trending Articles