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In Dynamics 365 Omnichannel and Unified Routing:
- Chat and voice-based queues support the “Least Active” assignment method, which distributes work items to agents based on their current activity/load.
- However, for record-based queues (case/service request routing), this assignment method is not available.
Currently, record-based routing only supports:
- High capacity
- Advanced round robin
This creates an inconsistency in how workloads are distributed across different channels.
🔹 Business Impact
- Uneven workload distribution for record-based work items
- Agents handling cases may become overloaded while others are underutilized
- Reduced efficiency compared to real-time channels (chat/voice)
- Inconsistent routing behavior across channels leads to:
- Confusion for admins configuring routing strategies
- Difficulty maintaining standardized load-balancing logic
- Impacts SLA and productivity in high-volume case management scenarios
🔹 Scenario (Real Enterprise Use Case)
- Organization uses:
- Omnichannel for chat/voice
- Record-based routing for Service Requests (SRs / cases)
- For chat/voice:
- Routing uses Least Active, ensuring optimal agent load balancing
- For record queues:
- Routing uses High Capacity or Round Robin, which does not reflect real-time agent workload
👉 Result:
- An agent actively handling multiple SRs may still get assigned new records
- Another agent with lower load may remain underutilized
🔹 Expected Behavior
Provide “Least Active” assignment method for record-based queues, similar to chat/voice routing:
- Consider active workload (open cases, assigned items, capacity utilization)
- Assign next work item to the least loaded agent
STATUS DETAILS
New
