Loading...

Dynamics 365 Customer Service – Use Assign option for cases to update capacity, presence

Dynamics 365 Customer Service – Use Assign option for cases to update capacity, presence

We are announcing the ability to use the Assign option on the case form to work with unified routing to update presence and capacity of service representatives in Dynamics 365 Customer Service. This feature will reach general availability on October 10, 2025. We are announcing the ability to use the Assign option on the case form to work with unified routing to update presence and capacity of service representatives in Dynamics 365 Customer Service. This fe We are announcing the ability to use the Assign option on the case form to work with unified routing to update presence and capacity of service representatives in Dynamics 365 Customer Service. This feature will reach general availability on October 10, 2025. ature will reach general availability on October 10, 2025. How does this affect me? With this release, when supervisors use the “Assign To” option on the case form to assign a case to a representative, the presence and capacity of the service representative will be validated and updated: The case owner will be updated. The WorkedBy field will be set to the assigned representative. The representative capacity will be consumed. The representative presence will be updated to reflect the new assignment. All downstream routing rules and policies are honored. Prompt the supervisor with a confirmation dialog. Allow them to proceed or cancel the assignment. What action do I need to take? This message is for awareness and no action is required. If you would like more information on this feature, please visit Use Assign option for cases to update capacity, presence. Message ID: MC1151002

The post Dynamics 365 Customer Service – Use Assign option for cases to update capacity, presence appeared first on M365 Admin.

Published on:

Learn more
Need help with this product?

We can help you with Dynamics 365 Customer Service – Use Assign option for cases to update capacity, presence

If you want help implementing, troubleshooting, or improving this product, contact us and we’ll point you in the right direction.

M365 Admin
M365 Admin

by João Ferreira

Share post:

Related posts

Microsoft 365: [Education] Microsoft Learning Zone – Improve Lesson Insights

See where your class is struggling and which students need support, with lesson-level results for every student. Aggregated responses show the...

3 days ago

Dynamics 365 Project Operations: Invoice usability enhancements

When billing teams review an invoice, they need to see where it stands, which transactions it includes, and what’s still waiting to be b...

3 days ago

Dynamics 365 Commerce: Unified Pricing Management – Require manager approval for price overrides and manual discounts that exceed margin limits

Retailers can protect their profitability without slowing down store operations. Sales associates can still adjust prices to close a sale. Any...

3 days ago

Dynamics 365 Finance: Faster cube data loading with optimized dataflows

The Matrix visual now provides clearer control over how zero and blank values are handled during planning. Users can explicitly save 0 as a pl...

3 days ago

Dynamics 365 Commerce: Unified Pricing Management – Attribute-based margin thresholds and tiers for approvals and reporting

Pricing managers can set margin controls that match how the business actually sells, instead of one threshold for everything. Each product, ch...

3 days ago

Microsoft SharePoint Online and OneDrive for the web: Updated search experience with Copilot Search

SharePoint Online and OneDrive on the web are updating to a unified Copilot Search experience with natural-language prompts, AI summaries, and...

3 days ago

Microsoft Teams: Automatically add tag members to channels with Workflows

Microsoft Teams will introduce a Workflows app template to automatically add users to channels when they are added to a team tag. This optiona...

3 days ago

Microsoft SharePoint: Data access governance report for group permissions

Microsoft SharePoint is introducing a Data access governance report in the admin center to help administrators identify sites accessible to sp...

3 days ago

Action required: Exchange Online Admin API MailboxFolderPermission response update

Microsoft will update the Exchange Online Admin API v2.0 MailboxFolderPermission endpoint to return the User property as a structured object w...

3 days ago

Microsoft Planner: Planner capabilities in Copilot Cowork through the Planner Plugin

The Planner Plugin integrates Microsoft Planner with Copilot Cowork, enabling task prioritization, completion assistance, plan creation, visua...

3 days ago

Newsletter

Get the latest Dynamics 365 and Power Platform content in your inbox

A curated digest of community blogs, product news, videos, and podcasts — delivered without the noise.

Weekly updates Unsubscribe anytime Fresh community picks
We use your email only for the newsletter and you can unsubscribe at any time.
By subscribing, you agree to the privacy policy.