Use Microsoft Dynamics 365 Customer Service queues to manage case workloads

Intermediate
Business User
Functional Consultant
Dynamics 365
Customer Service

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.

Customer support centers often use queues to manage the routing of cases that come in, so that they are handled in an organized and timely manner.

Learning objectives

Let's take a look at the following:

  • Identify the different types of Microsoft Dynamics 365 queues that are available
  • Create a queue, and define queue members
  • Assign, pick, and release queue items
  • Define routing rule sets to move items to specific queues
  • Set up other Dynamics 365 tables so that they can be used with queues

Prerequisites

The target audience should have a basic understanding of how to navigate the Dynamics 365 application. Familiarity with creating and managing cases in Dynamics 365 is also helpful.