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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)

  1. Organization uses:
  • Omnichannel for chat/voice
  • Record-based routing for Service Requests (SRs / cases)
  1. For chat/voice:
  • Routing uses Least Active, ensuring optimal agent load balancing
  1. 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