Assign a case to others

If you don't have enough information to solve a case, or if you think another member in your team has expertise on the subject, you can assign the case to another user or team.

Follow the steps for the app you're using.

If using the CRM web application
1. On the nav bar, click or tap Microsoft Dynamics CRM > Service.
  
  Service appears on the nav bar.
2. Then, click or tap Service > Cases.
3. Select the case that you want to reassign.
4. Click or tap More Commands and select Assign.
If using CRM for Outlook
1. In the Navigation Pane, expand your organization if necessary, click or tap Service, and then click or tap Cases.
2. Select the case that you want to reassign.
3. In the Collaborate group, click or tap Assign.
Click or tap the Lookup button , and select who you want to assign the case to.
Click or tap Assign.