What’s new in unified routing: April 2025 feature update (Key updates include Least Active Routing for messaging, Presence Sync APIs, Shift-based routing, and Template rulesets).
Real-time User Journey
This update optimizes how a customer moves from initial contact to the most qualified, available agent:
- Customer Re-entry: A customer returns to a persistent chat. Instead of a generic route, the system identifies the previous agent.
- Continuity Check: A Customized Notification pops up for the original agent, allowing them to instantly resume the conversation for a seamless experience.
- Shift-Aware Routing: If the original agent is unavailable, the system checks Shift Plans. It only considers agents currently on their scheduled shift, preventing “ghost” assignments to agents who have logged off.
- Workload Balancing: From the pool of available agents, the Least Active Routing method selects the representative who has been idle the longest since their last conversation ended.
- Agent Resolution: The agent receives the work item, benefiting from a balanced workload and clear context, leading to faster resolution.
Step-by-Step: How to Enable These Features
Since this is a suite of updates, here is how to enable the core components:
A. Enable Least Active Routing (for Messaging)
- Go to the Customer Service admin center.
- Navigate to Queues > Advanced Queues.
- Select a messaging queue (Chat/SMS/Digital Messaging) and go to the Assignment method section.
- Select Create New and choose Least active as the assignment strategy.
- Save and apply to the queue.
B. Configure Shift-Based Routing
- Navigate to Routing > User management.
- Select Shift schedules (Preview).
- Create a Workforce Management Shift Plan and define the working hours.
- Assign the plan to specific agents or teams.
- In your Assignment Rules, ensure the toggle for “Check agent availability based on shifts” is set to On.
C. Set Up Template Rulesets (Bulk Management)
- Go to Routing > Template rulesets.
- Select Create Template for either Prioritization or Assignment rules.
- Define your logic once (e.g., “Always prioritize VIP customers”).
- Select Apply to Queues and choose all the queues/workstreams that should follow this logic. Any future update to this template will sync to all linked queues instantly.
| Feature | Primary Benefit | Who it’s for |
| Least Active Routing | Prevents agent burnout & ensures fair work distribution. | Messaging Agents (Chat, SMS) |
| Shift-Based Routing | Reduces wait times by ignoring agents who aren’t on clock. | Global/24-7 Support Teams |
| Presence Sync APIs | Syncs status across D365, Teams, and 3rd party tools. | Multi-platform Organizations |
| Returning Chat Alerts | Ensures customer-agent continuity. | Persistent Chat Workflows |
| Bulk Rule Templates | Update 100+ queues with a single click. | Large-scale Administrators |
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