In this webinar, our experts showcase a variety of demo use cases of how different components of the...
Greetings CRM'ers! Today we're going to expand on a previous blog, Assign Owner and Route Case to Queue Using Workflow in Dynamics CRM.
In this scenario, we need to assign a team as the owner of a record and route to a queue based on an error code when validating an account upon creation. The team to assign as the owner and the queue will be determined by a configuration entity.
Using a Dynamics CRM custom workflow assembly, you can read from a configuration entity to determine the correct team and queue to route the Account record. This configuration entity can be dynamically modified without requiring an update to the CRM custom workflow assembly.
Pre-requisites:
Example:
Using the AssignRequest message we will assign the invalid Account record to the Team. Using the AddToQueueRequest message we will route the invalid Account record to the Queue.
There you have it! A Microsoft Dynamics CRM custom workflow that can dynamically assign and route an invalid record.
Happy CRM'ing!