Dynamics CRM Queues

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Queues are used in Dynamics CRM to organize work. Each user and team in Dynamics CRM has a queue by default:

To create a new Queue, go to Settings->Business Management:

You can also go to Settings->Service Management:

Select New to create a new queue:

You can set the type to public or private.

When you save the queue, a mailbox is created:

New record creation details:

 

Now on your CRM case, you can assign it to a queue:

Now, if you go to Queues, and change the queue to the New queue, you will see the case:

Note with Private queues you can set members who can see and use the queue. Users without access to the queue will not be able to see it:

To see who is working on a case and which queue is assigned to the case, you can click on Queue Item Details:

Also, if you try to delete a queue with queue items, you will see this message – Queue Cannot Be Deleted – You can’t delete this queue because it has items assigned to it:

Also, if you try to delete a queue that is assigned a routing rule, you will see this message – “You can’t delete this queue because one or more routing rule sets use this queue”:

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, BI, Web, Cloud and Data Science.

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