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How to Assign Tasks in Outlook

Assign a Task

If it's up to you to designate job responsibilities, you can use Outlook to assign tasks to other people.

The task window changes and now includes an address bar and a send button.

You can also click the To… button to open the Address Book, then select contacts there.

• Select the assignment options.

The task assignment is sent.

The task icon is updated to remind you that you've assigned it to someone else.

Click the New Items list arrow on the Home tab and select Task Request .

Accept or Decline an Assigned Task

Task requests that are assigned to you appear in your Mail folder with a special task assignment icon.

In the preview pane, Accept and Decline buttons will appear above the message.

A dialog box will ask how you want to reply to the request.

• Edit the response before sending by adding a message to the response.
• Send the response now without adding a message.

A response message is sent to the person who assigned the task to you. Accepted tasks appear in your Tasks folder.

Once you have accepted a task, you are able to reassign it to someone else using the Assign button, or simply send someone else a copy by using the Forward button.

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• 17 Jun 2022
• 1 Minute to read

Create a Custom Assignment Notification Email

• Updated on 17 Jun 2022

When a user is assigned a Form   from Decisions, an email can be sent to the user account's email address   with a default Template   containing a link to the Assignment  or a link to the Portal .

This notification can then be customized by changing the  Notification Policy type in the assigned step Properties  and configuring a custom message with the text editor.

The following document demonstrates how to adjust the Assignment  Settings  of the Assignment created in Creating a Basic Assignment to send a Notification  Email . 

• From the previously created example Assignment , navigate to the Assignment's Properties . 
• Once the desired configurations have been completed, save   the Flow . Then, select Debug  on the Top Action Bar . 

What's Next

• Configuring Assigned Form Task Assignees

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• Email Notification
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November 19, 2022

How to write an to submit assignment email with an email template

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Create Learning Assignment - Options

On the Options page of the create workflow, configure the training assignment workflow and email settings. Administrators accessing this page are not able to view or manage options for which they do not have appropriate permission.

To begin creating a new learning assignment, go to Admin > Tools > Learning and click the Assignment Tool link. From the Manage Learning Assignments page, click the Create Assignment button.

Dynamic Removal

The Dynamic Removal section only appears if Dynamic has been selected as the assignment type and the administrator has permission to manage dynamic removal. If a learning assignment is dynamic, you have the option to allow training (in certain statuses) assigned via the learning assignment to be automatically removed from users' transcripts if the users no longer meet the assignment criteria. The Dynamic Removal option is turned off by default. To turn dynamic removal on, toggle the Enable Dynamic Removal switch to the On position.

Note: If a user has previously completed a version of training included in a dynamic learning assignment, they will be included in the reassignment if they re-enter the assignment criteria again in the future if the following are true:

• Dynamic Removal is enabled for the assignment
• Dynamic Reassignment is enabled for the assignment
• The Re-assigned Latest Version option is enabled for the assignment

If dynamic removal is enabled, additional options for dynamic training removal appear. Available options include:

• Remove In Progress Training - By default, training that is already in an In Progress status on users' transcripts will not be removed by dynamic removal, even if the user no longer meets the criteria for the assignment. To allow the dynamic removal rule to remove training that has already been started, in addition to training that has not been started, toggle this option to the On position. This option is disabled by default.
• Remove Training within Curricula - By default, when a curriculum is removed from users' transcripts via dynamic removal, all child learning objects (LOs) from the curriculum remain as stand-alone LOs on users' transcripts. Selecting this option allows these child LOs to ALSO be removed from users' transcripts when removing a curriculum via dynamic removal. This option is disabled by default.

Dynamic Learning Assignment - Dynamic Removal for In Progress Training

To enable the dynamic removal of training that is currently in progress on users' transcripts:

• Select Dynamic as the Assignment Type for the learning assignment. Additional options become available on the Options page of the Create Assignment process.
• Toggle the Enable Dynamic Removal switch to the On (green) position. The option to remove in-progress training will become available after this option is selected.
• Toggle the Include removing training that is in progress switch to the On (green) position. After the learning assignment is submitted and processed, if users who have been assigned the training no longer meet the assignment criteria, the training in this assignment will be removed from their transcripts whether it is not started or in progress (or equivalent statuses). For a list of equivalent statuses, please see the training status equivalents below.

Note: If users paid for training and then the training is later removed from their transcripts via dynamic removal, the training price is refunded to the user.

Training Assignment Workflow

In the Training Assignment Workflow section, determine how the training should be assigned. Your selection will impact what status the training will be in on users' transcripts and may override any availability or approval workflows configured at the training level within the Course Catalog. Available options include:

• Assigned Only - When selected, the training will only be assigned and may still require the user to receive approval and register for the training before they are able to access the training. This option is selected by default. Note: If the creator of the assignment is also the required approver for the assigned training, their approval will automatically be applied to the assigned training.
• Assigned and Approved - When selected, the training will be automatically approved. No approval will be necessary before users are allowed to take the training, regardless of any configured approval workflows, but users may still need to register for the training.
• Bypass User Payment - Enabling this option will prevent users from being prompted to pay for training. The training will be placed on their transcripts and no payment is needed from the user. This setting is disabled by default.
• Completed - This option is only available when assigning a session which occurs in the past. The session will be added to users' transcripts in a status of Completed. If any other training items are being assigned with the session, this option is not available.

Note: The above selections may override any training-specific workflows configured at the training level. However, some training-specific workflows are still respected if applicable to the workflow. For example, If the Assigned and Approved option is selected, but the Register upon Approval option is selected at the training level, then the training is placed on the user's transcript in a status of Registered, which respects both settings.

Prerequisite Options

On the Options page of the learning assignment creation process, the Prerequisite Options section provides access to the Enforce Prerequisites switch. The setting of this switch defaults to the configurations set in Assignment Tool Preferences (enabled or disabled), and the administrator creating the assignment can use this toggle switch to change the prerequisite settings for just the assignment they are creating. To enforce prerequisites at the assignment level:

• Toggle the Prerequisites Enforced switch to the On (green) position. Alternatively, if you do not want the learning assignment to enforce prerequisites, toggle this switch to the Off (gray) position.
• Continue creating the rest of the learning assignment as desired. See Create Learning Assignment - Overview.

If the assignment is configured to enforce prerequisites, users who do not meet the prerequisite requirements for the training in the assignment will NOT receive the training. If the learning assignment is dynamic and the user later completes the prerequisite requirements, the user will receive the training the next time the dynamic assignment processes.

Use Case: Prerequisites Enforced Globally

Bradley is a Learning and Compliance manager at ABC Electric, and he notices that many of his employees are being assigned to tasks and shifts they are not trained for, creating a safety and regulatory risk. He discovers that some of his administrators are incorrectly assigning training by bypassing required prerequisites through the Learning Assignment Tool.

To remedy the problem, Bradley enables the Enforce Prerequisites option on the Assignment Tool Preferences page. This allows his administrators to easily create learning assignments which obey prerequisite requirements and NOT assign training to users who have not yet completed the training's required prerequisites.

Use Case: Prerequisite Requirements Obeyed by Assignment

Jackie is a learning administrator for ABC Electric. Jackie creates a dynamic learning assignment to assign the Advanced Transformer Repair curriculum to all New York employees. Because the Enforce Prerequisites option is enabled, any user who does not meet the prerequisite requirements for the curriculum will not be assigned the curriculum.

Henry, an employee in the New York division, was included in the assignment, but he does not receive the Advanced Transformer Repair curriculum because he has not yet taken the prerequisite curriculum which is required for the Advanced Transformer Repair curriculum. Weeks later, Henry completes the prerequisite training, and the next time the dynamic learning assignment processes, he receives the Advanced Transformer Repair Curriculum because the assignment recognizes that he now meets the prerequisite requirements for the training.

Email Settings

In the Email Settings section, configure emails for the learning assignment. Select the radio button for your chosen email option. Available options include:

• Send Assign Training Emails - Toggle this switch to the On position if Assign Training emails configured at the LO level should be sent for the training in this assignment. By default, this option is turned off.
• Send Register Training Emails - Toggle this switch to the On position if Register Training emails configured at the LO level should be sent for the training in this assignment. By default, this option is turned off. Note: The default value of this option is defined by a backend setting.
• Note: This option is not available when assigning a session or cohort LO in addition to a different LO type.
• Note: If the LO selected is set to No Emails via its own email settings, the system will not use emails created in Email Administration.
• Ad-Hoc Email - This option allows you to create one email which will be sent with this learning assignment at the time it processes. This suppresses all emails configured at the training level. If this option is selected, you can click the SET AD-HOC EMAIL button. A pop-up window opens, in which you can configure the email that will be sent when the learning assignment processes. Note: The Add-Hoc email will be sent for EACH training item in the assignment.
• No Emails - This option suppresses all emails that can be customized for the assignment from being sent. The list of customizable emails can be viewed in the Custom Emails section. Any other emails configured at the learning object (LO) level that are not displayed in the Custom Emails section will continue to be sent to users.
• Send Register Training emails - This option defines whether or not Register Training emails are sent to users (if child LOs are set to auto-register upon registration of the curriculum). If toggled to the on position, any related Register Training emails will be sent to users. This option is turned off by default.

Note: The above email settings do NOT apply to Observation Checklists. Any Observation Checklists (within a curriculum) will send emails based on their default email settings configured in Email Administration.

Note: Email digests respect the No Emails setting when configured either at the LO level or from within a learning assignment. Either the Custom Emails option or the Training Specific Emails option must be selected. If the Training is Due email digest section is enabled, the Training is Due email trigger must be inactive to prevent the training emails from firing. Otherwise, the user will receive both an email digest AND an individual email.

• When setting up a Learning Assignment and selecting Training Specific emails, even if there are no emails set for the system emails or at the learning object level but a learning email digest is configured, the learning digest will include the users from the learning assignment when the digest email is sent. An email digest would be sent for this scenario.

Note: No changes can be made to these email settings after the assignment is submitted. However, any changes made to the email settings configured at the training level will apply to future assignments.

Click the Next button to progress to the Schedule step of the create workflow. See Create Learning Assignment - Schedule.

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Assignment methods in unified routing

• 2 contributors

Use assignment methods to determine how to assign work items. You can use the out-of-the-box assignment methods or build custom assignment rules by configuring the prioritization rules and assignment rulesets.

How auto assignment works

The auto-assignment process in unified routing matches incoming work items with the best-suited agents based on the configured assignment rules. This continuous process consists of multiple assignment cycles and a default block size of work items.

Each cycle picks up the top unassigned work items in the applicable default block size and attempts to match each work item with an appropriate agent. Work items that aren't assigned to agents because of unavailability of agents or right skill match wasn't found are routed back to the queue.

The next assignment cycle picks up the next block of the top-priority items that includes new work items.

When eligible agents aren't found for the work items, the assignment cycle keeps retrying to assign the top number of default sized block items as applicable for the channel.

For digital messaging and voice, the default block size is 100 work items of top priority.

For the records channel,

• The number of work items prioritized per queue are 10,000
• The number of work items processed for assignment are 2,000 by default

Cross-queue prioritization isn't available in unified routing.

For more information, see best practices to manage queues .

Types of assignment methods

The following assignment methods are available out of the box:

Highest capacity : Assigns a work item to an agent with the highest available capacity. This agent has the skills that are identified during the classification stage and presence that matches one of the allowed presences in the workstream. The work items are prioritized in the first-in, first-out manner—that is, the work item that was created first is assigned first. If more than one agent is available with the same capacity, the work item is assigned based on the round-robin order of the agents whose highest capacity is the same.

If you want to use skill-based routing and,

Set Default skill matching algorithm in the workstream as Exact Match , then the system filters agents using exact skill match, workstream’s presence, and capacity requirements, and orders the filtered agents by available capacity.

Set Default skill matching algorithm in the workstream as Closest Match , then the system filters agents based on the workstream's presence and capacity requirements and orders the filtered agents by closest match and not available capacity. More information: Closest match

If you need to distribute work fairly among agents, then you should consider switching to a round robin assignment strategy.

When you modify a rating model, the ongoing conversations or open work items that have skills with the rating model continue to have the existing rating. Sometimes, this might result in no agents who match the assignment criteria.

Advanced round robin : Assigns a work item to the agent who matches the criteria for skills, presence, and capacity. The initial order is based on when a user is added to the queue. Then, the order is updated based on assignments. Similar to how work items are assigned in the highest capacity method, in round robin assignment, the work items are prioritized in the first-in, first-out manner—that is, the work item that was created first is assigned first.

The ordering for round robin assignment is maintained queue wise. Some agents can be a part of multiple queues. Therefore, depending on the agent's last assignment timestamp in a queue, the agents might be assigned back-to-back or concurrent work items but from different queues.

In scenarios when multiple agents match the work item requirement, and there's a tie in the "order by", like, multiple matched agents with the same available capacity, the system resolves the assignment using round robin based on the earliest time of the last assignment.

For example, three agents, Lesa, Alicia, and Alan, are available with the coffee refund skill and can handle up to three chats at a time. Their last assignment time stamps are 10:30 AM, 10:35 AM, and 10:37 AM, respectively. A work item about a coffee refund arrives in the queue at 10:40 AM. With the order by set to "profile-based available capacity", all the agents at 10:40 AM have the same available capacity of 2 each. To break the tie between the agents, the system uses round robin. Therefore, the incoming chat is assigned to Lesa because her last assignment was the earliest at 10:30 AM. Later at 10:45 AM, if another coffee refund work item comes in, the system assigns it to Alicia. This is also based on the round robin order of assignment between Alicia and Alan because their available capacities are 2 each and Alicia had an earlier assignment than Alan at 10:35 AM.

Least active : Assigns a work item to the agent who has been least active among all the agents who match the required skills, presence, and capacity.

The assignment method uses "the time since last capacity is released for a voice call" and the wrap-up settings configured in the workstream to determine the least-active agent and route the next incoming call to them. For example, consider two agents in a queue. The first agent completes a call five minutes ago while the second agent has just completed their call. When a new call comes in, the system assigns it to the first agent who has finished their activity first.

Routing to the least-active agent assignment strategy helps in a balanced distribution of work items across agents, and results in higher agent efficiency and improved customer satisfaction.

You can also build a custom report to track an agent's "last capacity release time" and understand the assignment distribution across agents.

The least-active assignment method is available for the voice channel only and is the default selection when you create a voice queue.

This feature is intended to help customer service managers or supervisors enhance their team’s performance and improve customer satisfaction. This feature is not intended for use in making—and should not be used to make—decisions that affect the employment of an employee or group of employees, including compensation, rewards, seniority, or other rights or entitlements. Customers are solely responsible for using Dynamics 365, this feature, and any associated feature or service in compliance with all applicable laws, including laws relating to accessing individual employee analytics and monitoring, recording, and storing communications with end users. This also includes adequately notifying end users that their communications with agents may be monitored, recorded, or stored and, as required by applicable laws, obtaining consent from end users before using the feature with them. Customers are also encouraged to have a mechanism in place to inform their agents that their communications with end users may be monitored, recorded, or stored.

You can also create a custom assignment method to suit your business needs.

Create new : Lets you create and use your own rulesets and rules to configure priority, severity, and capacity for choosing the queues to which work items need to be routed. You can create the following rulesets:

• Prioritization rulesets : Lets you define the order in which the work items are assigned to agents when they're available to take more work.
• Assignment rulesets : Represent a set of conditions that are used to select agents and use an order by option to sort the matching agents.
• You must configure presence, capacity, and skill-matching rules in the custom assignment method because the default settings defined for the workstream won't be used in custom assignment method.
• The out-of-the-box assignment strategies don't consider the agent operating hours. You must write a custom assignment method by using the "is_working" operator in the rule definition.

Assignment cycle

Assignment cycle is the prioritization of work items, their selection, and their assignment to the best-suited agent based on the assignment rules. Unified routing optimizes the assignment cycles across the multiple queues in the organization for best performance.

The assignment cycle starts with one of the following triggers:

• Arrival of a new work item in the queue.
• Change to agent presence.
• Updates to agent capacity.
• Addition of an agent to the queue.
• Periodic trigger every five minutes for record type of work item.

How prioritization rulesets work

A prioritization ruleset is an ordered list of prioritization rules. Every prioritization rule represents a priority bucket in the queue. In a prioritization rule, you can specify a set of conditions and order by attributes. During evaluation, the prioritization rules are run in the order they're listed. For the first prioritization rule, the work items in the queue that match its conditions are put in the same priority bucket. In the priority bucket, the items are further sorted by the order specified in the prioritization rule. The second rule runs on the rest of the items in the queue, to identify the next priority bucket, and sorts the bucket by the Order by attribute until all rules are evaluated.

You can create one prioritization ruleset only per queue.

As an example, consider the prioritization ruleset as seen in the following screenshot with four rules.

During any assignment cycle, this prioritization ruleset runs, and the rules within the ruleset run in the order they're listed.

The first rule, "High priority and premium," finds all work items in the queue where the associated case priority is "High" and the case category is "Premium". The system creates the top priority bucket with those work items and sorts them in the "First in and first out" manner as specified in the Order by attribute. The first work item to be assigned from the queue is the oldest item in this bucket.

The next priority bucket is the work items where case category is "Premium". The work items with "Premium" case category and "High" priority have already been put in top bucket as per the preceding rule, so this rule only considers other work items with "Premium" case priority. The Order by attribute in this case also is "First in and first out".

The next priority bucket consists of work items where case priority is high and they haven't been bucketed already. Here the work items are ordered by their "First Response By" field in the ascending order—that is, the work items that require the first response at the earliest are prioritized first.

Some important points about prioritization rules are as follows:

• You can create only one prioritization ruleset per queue.
• Prioritization rules are run during every assignment cycle. If you change any attributes of the work item, such as the priority of the case, that change is considered during the next assignment cycle.
• By default, the queue is sorted on a "first in and first out" manner. If you don't create a prioritization rule, then the oldest work item is assigned first.
• In normal scenarios, when a sufficient number of agents are available to take up the work items, the processing period is a couple of seconds only. The agents are assigned work items in the priority order. However, if work items pile up because of fewer eligible agents, and then an agent becomes available during the processing period, the agent is offered the next work item according to the priority order. This strategy might create a perception that the highest priority item wasn't assigned; especially after some top-priority items are attempted for assignment and yet remain in the queue.
• The work items that don't match the criteria of any of the prioritization rulesets are kept in the last priority bucket, and are ordered by "first in first out".
• Prioritization rules are skipped for affinity work items and such work items is assigned before other work items in the queue. For information about affinity, go to Agent affinity .

How assignment rulesets work

The assignment ruleset is an ordered list of assignment rules. Each assignment rule represents a set of conditions that is used to determine the agents to select and an order-by field to sort the matching agents. At runtime, the assignment rule with the top order is evaluated first. The agents are matched as per the conditions specified in the rule. If more than one matching agent exists, they're sorted by the order by field, and the top agent is assigned the work. If no agents are matched, then the next assignment rule in the ruleset is evaluated. This method can be thought of as a gradual relaxation of constraints in the assignment, such that first, the strictest criteria are applied, and then the conditions are reduced so that the best agent is found. If no matching agents are found, then the work item remains in the queue.

In the assignment rule, the system user attributes are matched with the requirement of the work item. When you select static match, the condition is formed on the System User entity attribute and static values. When you select dynamic match, the conditions on the left are based on the system user root entity and the conditions on the right are based on the conversation root entity. You can drill down to two levels on the conversation root entity to form the rule conditions. An assignment rule with the dynamic match and static match is as follows.

Components of an assignment rule

The assignment rules are composed of the following items:

Order : Specifies the order in which the assignment rule is evaluated in a ruleset. The lower-order rules are run first. If any rule results in matching a user, then the next set of rules isn't evaluated.

Name : The unique rule name.

Condition : The expressions that are evaluated to match the users with the attributes of incoming work. The conditions have three parts:

User attribute : Properties of the users that can be used for comparing the user with the incoming work. The user attributes can be one of the following:

• Select attributes on the System User table.
• Presence Status : Maintained by the unified routing service based on user workloads and manual selection.
• Capacity : Maintained by the unified routing service based on user workloads and manual selection.
• User skills : Represents the skills associated with the user that can be used for doing skill-based assignment.
• Calendar Schedule : Schedule of the user as represented in the user service scheduling calendars.
• Bot attributes : Can be used only when you have configured bots as users and want to do some comparisons on them.

Operators : Define the comparison relationship between the User attribute and incoming work item attributes.

Unified routing filters the attribute-specific operators for you to choose from. Some special operators that are available for the attribute types are as follows.

Value : The user attributes are compared against this value to find the right agent. The value can be static, such as Address 1: County equals "USA". The value can also be dynamic, so that you can compare the user attribute dynamically with the values on the work item. In dynamic values, you can select any attribute on the work item or related records. For example, the following condition finds users whose country is the same as that of the customer associated with the case.

For some operators, values aren't required. They can be conditions, such as "Contains data," "Does not contain data," and "Calendar schedule: is working."

For user skills, the values are predefined for the operators. More information: Set up skill-based routing

Order by : If multiple agents match the conditions in a rule, you can use the "Order by" clause to find the best-suited one. You can specify the following order by clauses:

Ordering Attributes :

• Least active : Is available for voice queues only. The work item is routed to the agent who is least active among all the agents who match skills, presence, and capacity. For more information, see the Types of assignment methods section.
• Round robin
• Unit-based available capacity
• Profile-based available capacity
• Proficiency
• Skill count

User Attributes : These attributes are defined on the system user entity.

A sample assignment rule is explained in the following scenario with a screenshot.

The first condition specifies the "user skills" on which the operator is an exact match. Then the user attributes are evaluated. The different user attributes are specified with operators, and values for each attribute, such as the Presence status attribute, should be equal to "Available" or "Busy". On the right of the operator, you can specify the value that you want the attribute to be matched against. The values can be "static," such as "presence status equals Available or Busy". If you specify "dynamic," the condition is matched at runtime based on the expression you specify. For example, if you specify "Preferred Customer Type Equals Conversation.Contact.Membership Level," the "preferred customer type" of every agent is matched against the dynamically calculated membership level of the customer associated with the chat.

Dynamic match reduces the effort of having to write and maintain multiple static rules for each permutation and combination of the possible value.

Limits on offering a work item repeatedly to an agent

When agents are offered a work item through automatic assignment, they typically can accept or decline. Both rejection and time out of the notification is considered as a decline. An agent who declines the same work item thrice won't be considered for further auto assignment for the specific work item. The system tries to offer the declined work item to other agents in the queue if they're eligible.

For example, agent Serena Davis rejects a chat from customer Ana Bowman twice and the assignment notification times out in the third attempt. The system considers it as three declines and auto assignment won't offer the same chat to Serena Davis again. But the system offers the chat from Ana Bowman to other eligible agents. Also, Serena Davis is considered for other incoming conversations except the declined chat from Ana Bowman.

If all matching agents decline the work item because agent availability is low or the work requires a very specific skill and proficiency, the work remains in the queue. Similarly, if 100 agents decline a particular work item, auto assignment won't consider the work item in further assignment cycles. It can be manually assigned by supervisors or can be picked up by agents including those who rejected it.

You can update the default limit of three declines to a value between one and five based on your org requirement. The limit is applicable to all channels in the org.

You can make an OData call as follows to check the limit for your organization.

<org-url>/api/data/v9.0/msdyn_omnichannelconfigurations?$select=msdyn_number_of_declines_allowed

If this OData call returns the null value, it means that the decline limit is set to a default value of 3.

You can update the OData call as follows to modify the limit.

var data = { "msdyn_number_of_declines_allowed": 3 } // update the record Xrm.WebApi.updateRecord("msdyn_omnichannelconfiguration", "d4d91600-6f21-467b-81fe-6757a2791fa1", data).then( function success(result) { console.log("Omnichannel Configuration updated"); // perform operations on record update }, function (error) { console.log(error.message); // handle error conditions } );

Configure assignment methods and rules FAQ about unified routing in Customer Service, Omnichannel for Customer Service Diagnostics for unified routing Create workstreams Create queues Set up unified routing for records Set up skill-based routing for unified routing

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Getting started with Custom Extensions in Entitlement Management for Azure AD

Microsoft released a new public preview feature for azure ad identity governance during ignite this week, namely custom extensions for entitlement management. let's dive into what it is and how to use it for identity and access lifecycle management automation..

Custom Extensions really brings a new flavor to Entitlement Management. Let’s first look at what it is.

What is Entitlement Management?

Entitlement Management (ELM) is an Identity Governance feature in Azure AD that can manage identity and access lifecycle in an organization with the use of automated workflows for requests, approvals, assignments, reviews and expiration of access permissions.

Basically, you create an access catalog and add resources like Azure AD security groups, Microsoft 365 groups, SharePoint sites and applications to it - before creating one or more access packages with assigned roles to one or more of those resources including role scope (e.g. member or owner on a group). Then you add an assignment policy controlling who can request access, who can approve access requests, who must do an access review at given intervals, and specify access expiration if required. Once a user request access to the access package, and the request is approved, the access role is granted to the user for all assigned resource role scopes.

It’s also a great way of doing lifecycle management on B2B users - if a guest joins your Azure AD tenant by signing up through an access package in ELM, once the access package has expired and the guest has no other access packages assigned, ELM can automatically block and/or delete the guest user.

What is Custom Extensions in ELM?

The latest addition in ELM is a feature named Custom Extensions . With this feature you can trigger a Logic App in Azure when certain activities occur within an access package, like someone requesting or approving access, when access is activated or removed, or when expiration is near. Custom Extensions and Logic Apps really brings something new to the table, the automation possibilities are huge: send an email when someone is granted an access package, send a REST call to an API when someone is removed from an access package, trigger another Logic App or even a Function App etc.

The Custom Extensions feature is currently in public preview.

Show me how to set it up!

I’ll walk you through the setup of an access package catalog with Custom Extensions. In this scenario we will trigger a Logic App which posts a message to a specific Teams channel every time an access package assignment or removal is completed. This is just a simple scenario to get you started!

Note: Microsoft is working on adding Custom Extensions endpoint to the Graph beta API, so until further notice this can only be configured through the Azure portal.

In this scenario you will need a tenant with an Office 365 license for Teams, Azure AD P2 license for ELM and an Azure subscription with Contributor access for the Logic App.

Prerequisites

First create a new Azure AD security group to use with the access package assignment. Go to the Azure AD Portal -> Azure Active Directory -> Groups and create it with Membership type set to Assigned .

Then create a resource group in Azure where the Logic App will be provisioned. Go to the Azure Portal -> Create Resource Group , choose the correct subscription and region, specify a unique name for the resource group and click Review + create -> Create .

Now create a new access package catalog. Go to the Azure AD Portal -> Azure Active Directory -> Identity Governance -> Catalogs .

• Click New Catalog and give it a name and description, set Enabled for external users to No if you only want member users in the tenant to be able to request access packages in this catalog. Click Create .

Now open the new access package catalog and go to Resources , click Add resources , click + Groups and Teams and add the Azure AD security group that was created in step 1.

Note: A resource, like a group, must be added to the catalog prior to adding it to an access package in that catalog.

Still in the access package catalog, click Custom Extensions (Preview) -> Add a custom extension to set up the integration with Logic Apps. Give it a name and description.

Click Next: Details and set Create a new logic app to Yes . Click + Create new Azure AD Application to create an app in Azure AD which is required for the integration. Give it a name and keep all other options as default, click Register .

Now specify the correct subscription, resource group that was created in step 2, and set a unique name for the Logic App. When satisfied, click Create logic app .

Once the Logic App is created successfully, click Validate + Create , then Create .

Go back to Identity Governance , then click Access packages -> New access package . Give it a name and description and choose the new catalog that was created in step 3.

Click Next: Resource roles and click + Groups and Teams , choose the Azure AD security group that was added to the catalog in step 3. Set the Role to Member .

Click Next: Requests and scope who can request this access package. If you only want member users in your tenant to be able to request it, activate For users in your directory , then choose All members (excluding guests) . Also scope approvals if you need to, if you don’t require approvals all members can request and be assigned the access package automatically. Be sure to enable the access package by clicking Enable new requests .

Click Next: Requestor Information , then Next: Lifecycle and specify expiration and access reviews settings.

Click Next: Rules . Here you will specify when the connected Logic App will trigger. You can specify more than one trigger, and the following triggers are available:

• Request is created
• Request is approved
• Assignment is granted
• Assignment is about to expire in 14 days
• Assignment is about to expire in 1 day
• Assignment is removed

In this example I’m adding Assignment is granted and Assignment is removed triggers and setting the Custom Extension to the Logic App created in step 5. This will make sure that the Logic App is triggered whenever a user is added or removed from the access package.

Note: At the time of writing, specifying Logic App triggers during creation of an access package does not seem to work. Instead, create the access package without any rules, then re-open the created access package, go to Policies -> Initial Policy -> Edit , then go to the Rules tab and set up the triggers.

All right, the prerequisites are in place, now let’s jump over to the next part.

Create Teams Webhook

Since we want the triggered Logic App to post a message to Teams we need to set up a Webhook connector .

In Teams, go to the Team and channel you want the messages posted to. Click the 3 dots (…) next to the channel name, click Connectors .

Search for Incoming Webhook and click Add . Give it a name and create it, note down the URL for the webhook. Note that this value is sensitive .

Now let’s edit the Logic App and set up the actions.

Edit the Logic App

The Logic App that was automatically created via the access package catalog does not contain many actions by default, so we need to edit it in order to make it do what we want it to do.

Go to the Azure Portal and find the resource group you created in step 2 in the prerequisites. Click on the Logic App.

Go to Logic app designer , this is the graphical overview of the triggers and actions for the Logic App. As you can see it only contains 1 trigger (When a HTTP request is received) and a condition.

Below the existing condition, click + New step to set up a new action.

Search for and choose HTTP .

In Method , choose POST.

In URI , paste in the Webhook URL from the last chapter.

Warning: The URL is all it takes to now post a message to Teams where the Webhook was set up, so it would be wise to regard the URL as sensitive and add it as a secret to a keyvault, and make the Logic App fetch it securely instead.

In Body , add a JSON object with the values you want to be posted to Teams. In this example I use a MessageCard - there are several ways to configure the look and feel of the posted message.

This JSON takes input values from the ELM trigger (triggerBody) and posts it to the Teams webhook. Note that @ characters in JSON within Logic Apps must be prefixed with another @ to work.

Click Save in the Logic App to activate the change.

Now that we have added a new action to the Logic App, let’s test it out!

Add an access package assignment

In order to trigger the Logic App, we need to assign a user to the access package.

Go to the Azure AD Portal -> Azure Active Directory -> Identity Governance -> Access Packages

Open the access package created earlier and click Assignments -> New assignment .

Select policy Initial Policy

Select Users already in my directory and click Add users , search for a user to assign the access package to. You can bypass the approval step.

Click Add , this will immediately assign the user to the access package.

Now you can go and look in the Azure AD Portal to verify that the user was added to the security group created earlier - it can take a few minutes before the membership is updated. The user will be a member of this group as long as the access package is assigned to the user, and the group is assigned as a resource in the access package.

Then go to the Teams channel where the Webhook was created, verify that the message was posted.

If you go back to the Logic App and view Run history in the Overview tab, you will see all the runs triggered by ELM. Click on a run to view its history details. Click on the When a HTTP request is received trigger, then click Show raw outputs to view the contents of the JSON payload sent by ELM to the Logic App - these are the values which you can use to automate stuff with the Logic App.

Notice the Event value in the JSON payload. The following events will be posted to the Logic App if created as a rule in the access package:

This was just a very simple scenario to get you started, but the automation possibilities here are nearly endless. Kudos to Microsoft for adding this capability to ELM.

And that concludes this blog post, thanks for reading!

Be sure to provide any feedback on Twitter or LinkedIn .

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Send Assignment Alerts in Workforce Planning

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To send alerts for workforce assignments  in Workforce Planning.

Assignments allow you to manage your workforce by assigning resources to projects.

You can send assignment alerts to notify the assignees and share key information about their assignment such as when they have a new assignment or when there are updates to dates, times, projects or locations.  See What is an assignment alert in Workforce Planning?  

This tutorial shows how to send alerts right away, create drafts, or schedule them for later.

Things to Consider

• To send assignment alerts, 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See  Create Permissions Templates for Workforce Planning . OR 'Read Only' level permissions or higher on the Workforce Planning tool with the 'View Assignments' and 'Create/Edit/Delete Alerts' granular permissions within the Workforce Planning tool. See  Create Permissions Templates for Workforce Planning .
• To receive assignment alerts via email, recipients must have the Enable Email checkbox marked, and an Email Address entered in their personal information on the People List. See Edit People in Workforce Planning .
• To receive assignment alerts via SMS, recipients must have the Enable SMS checkbox marked, and a  Phone Number  entered in their personal information on the People List. See Edit People in Workforce Planning .
• To receive assignment alerts through the Workforce Planning/LaborChart app, recipients must have the Enable Mobile Notifications checkbox marked. See Edit People in Workforce Planning .
• Assignment alerts can be sent to individuals or multiple assignees.
• Alerts are sent to recipients via the preferred communication method that is enabled on their profile. See  Edit People in Workforce Planning .
• Message and data rates may apply when sending or receiving SMS messages.
• If custom assignment alerts are enabled for projects, they are sent instead of the default assignment alert. See  Configure Default Assignment Alerts for Workforce Planning  and  Create Custom Assignment Alerts for Projects .
• Depending on their settings, people can respond to alerts by SMS, email, or in the Workforce Planning/LaborChart app. See  What messages and alerts can people respond to in Workforce Planning?
• Assignment alerts are not sent when bulk editing or bulk deleting workforce assignments. See Bulk Delete Workforce Assignments  and Bulk Edit Workforce Assignments .
• From the Assignments List, you can send alerts for individual assignments, or multiple assignments.
• From the Assignments Boards or Assignments Gantt, you can send assignment alerts for all assignments for project on a certain date, or within a certain date range.

Prerequisites

• Create a Workforce Assignment
• Configure Default Assignment Alerts for Workforce Planning OR
• Create Custom Assignment Alerts for Projects

You can send workforce assignment alerts from three (3) places in Workforce Planning:

• Send alerts to individual or multiple assignees.
• Send alerts to all assignees for a project for a certain date or within a date range.

Send assignment alerts from the Assignments List

From the Assignments List, you can send assignment alerts for individual assignments or multiple assignments.

• Navigate to the Company level  Workforce Planning  tool.
• Click  Assignments  and select  Assignments List .
• Mark the checkboxes for the assignments for which you want to send the assignment alert.

• Send Immediately. Select this to send the alert immediately, then click Send . Note: This will send the alert immediately based on the default or project assignment alert settings.
• Select the Date and Time to send the alert.
• Click  Save .
• Save Draft. Select this to save the alert as a draft. Then click Save . Note:  You can edit or send the draft at a later time. See  Manage Draft Assignment Alerts .

Send assignment alerts from the Assignments Boards

From the Assignments Boards, you can send assignment alerts for all assignments for project on a certain date, or within a certain date range.

• Click  Assignments  and select  Assignments Boards .

• Select Send Assignment Alerts .
• Start Date. Select the start date of the date range.
• Select Date and select the End Date to choose a specific end date for the range. OR 
• Select Weeks and enter the Number of Weeks for the date range.
• For the Alert that you choose, enter the information you would like to include in the  Subject  and  Message .
• Assignee's Name.  The assignee's first and last name.
• Assignee's Email.  The assignee's email address.
• Assignee's Phone.  The assignee's phone number.
• Assignee's Job Title.  The assignee's job title.
• Assignment Start Date.  The assignment's start date.
• Assignment End Date.  The assignment's end date.
• Assignment Start Time.  The assignment's start time.
• Assignment End Time.  The assignment's end time.
• Assignment Work Days.  The assignment's work days.
• Project Name.  The project's name.
• Project Address.  The project's address.
• Project City.  The project's city.
• Project State.  The project's state.
• Project Postal Code.  The project's postal code.
• Project Country.  The project's country.
• Project Number.  The project number.
• Project Status.  The project's status.
• Select the 'Message Type'
• Click Review Recipients .
• Click Send .

Send assignment alerts from the Assignments Gantt

From the Assignments Gantt, you can send alerts for all assignments for project on a certain date, or within a certain date range.

• Click  Assignments  and select  Assignments Gantt .

• Manage Open Assignment Alerts
• Manage Scheduled Assignment Alerts
• Manage Draft Assignment Alerts
• View Closed Assignment Alerts
• Configure Default Assignment Alerts for Workforce Planning

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Tuesday Tip | How to Provide Feedback

It's time for another TUESDAY TIPS, your weekly connection with the most insightful tips and tricks that empower both newcomers and veterans in the Power Platform Community! Every Tuesday, we bring you a curated selection of the finest advice, distilled from the resources and tools in the Community. Whether you’re a seasoned member or just getting started, Tuesday Tips are the perfect compass guiding you across the dynamic landscape of the Power Platform Community.   We are always looking to improve your experience on our community platform, and your feedback is invaluable to us. Whether it's a suggestion for a new feature, an idea to enhance the platform, or a concern you'd like to address, we want to hear from you!   How to Share Your Feedback: Each of our communities has its own Feedback forum where the Community Managers can assist you directly in.  ●  Power Apps  ● Power Automate   ● Power Pages   ● Copilot Studio   We also have many articles on community account FAQs, or how to navigate the community, which can be found below.   Community Accounts & Registration:  https://powerusers.microsoft.com/t5/Community-Accounts-Registration/tkb-p/pa_community_accounts_regi...   Using the Community: https://powerusers.microsoft.com/t5/Using-the-Community/tkb-p/pa_using_the_community   Our Commitment to You: We are committed to creating a collaborative and supportive environment. All feedback is reviewed by our community managers, and we strive to implement changes that will benefit all members.   Thank you for being a part of our community. Your contributions help us grow and improve together!

Copilot Cookbook Challenge | Win Tickets to the Power Platform Conference

We are excited to announce the "The Copilot Cookbook Community Challenge is a great way to showcase your creativity and connect with others. Plus, you could win tickets to the Power Platform Community Conference in Las Vegas in September 2024 as an amazing bonus.   Two ways to enter: 1. Copilot Studio: https://aka.ms/CS_Copilot_Cookbook_Challenge 2. Power Apps Copilot Cookbook Gallery: https://aka.ms/PA_Copilot_Cookbook_Challenge   There will be 5 chances to qualify for the final drawing: Early Bird Entries: March 1 - June 2Week 1: June 3 - June 9Week 2: June 10 - June 16Week 3: June 17 - June 23Week 4: June 24 - June 30     At the end of each week, we will draw 5 random names from every user who has posted a qualifying Copilot Studio template, sample or demo in the Copilot Studio Cookbook or a qualifying Power Apps Copilot sample or demo in the Power Apps Copilot Cookbook. Users who are not drawn in a given week will be added to the pool for the next week. Users can qualify more than once, but no more than once per week. Four winners will be drawn at random from the total qualifying entrants. If a winner declines, we will draw again at random for the next winner.  A user will only be able to win once. If they are drawn multiple times, another user will be drawn at random. Prizes:  One Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value, does not include travel, lodging, or any other expenses) Winners are also eligible to do a 10-minute presentation of their demo or solution in a community solutions showcase at the event. To qualify for the drawing, templates, samples or demos must be related to Copilot Studio or a Copilot feature of Power Apps, Power Automate, or Power Pages, and must demonstrate or solve a complete unique and useful business or technical problem. Power Automate and Power Pagers posts should be added to the Power Apps Cookbook. Final determination of qualifying entries is at the sole discretion of Microsoft. Weekly updates and the Final random winners will be posted in the News & Announcements section in the communities on July 29th, 2024. Did you submit entries early?  Early Bird Entries March 1 - June 2:  If you posted something in the "early bird" time frame complete this form: https://aka.ms/Copilot_Challenge_EarlyBirds if you would like to be entered in the challenge.

May 2024 Community Newsletter

It's time for the May Community Newsletter, where we highlight the latest news, product releases, upcoming events, and the amazing work of our outstanding Community members.   If you're new to the Community, please make sure to follow the latest News & Announcements and check out the Community on LinkedIn as well! It's the best way to stay up-to-date with all the news from across Microsoft Power Platform and beyond.        COMMUNITY HIGHLIGHTS Check out the most active community members of the last month! These hardworking members are posting regularly, answering questions, kudos, and providing top solutions in their communities. We are so thankful for each of you--keep up the great work! If you hope to see your name here next month, follow these awesome community members to see what they do!   Power AppsPower AutomateCopilot StudioPower PagesWarrenBelzcreativeopinionExpiscornovusFubarAmikNived_NambiarPstork1OliverRodriguesmmbr1606ManishSolankiMattJimisonragavanrajantimlSudeepGhatakNZrenatoromaoLucas001iAm_ManCatAlexEncodianfernandosilvaOOlashynJmanriqueriosChriddle  BCBuizerExpiscornovus  a33ikBCBuizer  SebSDavid_MA  dpoggermannPstork1     LATEST NEWS   We saw a whole host of amazing announcements at this year's #MSBuild, so we thought we'd share with you a bite sized breakdown of the big news via blogs from Charles Lamanna, Sangya Singh, Ryan Cunningham, Kim Manis, Nirav Shah, Omar Aftab, and Justin Graham :   New ways of development with copilots and Microsoft Power PlatformRevolutionize the way you work with Automation and AIPower Apps is making it easier for developers to build with Microsoft Copilot and each otherCopilot in Microsoft Fabric is now generally available in Power BIUnlock new levels of productivity with Microsoft Dataverse and Microsoft Copilot StudioMicrosoft Copilot Studio: Building copilots with agent capabilitiesMicrosoft Power Pages is bringing the new standard in secure, AI-powered capabilities   If you'd like to relive some of the highlights from Microsoft Build 2024, click the image below to watch a great selection of on-demand Keynotes and sessions!         WorkLab Podcast with Charles Lamanna   Check out the latest episode of the WorkLab podcast with CVP of Business Apps and Platforms at Microsoft, Charles Lamanna, as he explains the ever-expanding evolution of Copilot, and how AI is offering new opportunities for business leaders. Grab yourself a coffee and click the image below to take a listen.       Event Recap: European Collaboration and Cloud Summits 2024   Click the image below to read a great recap by Mark Kashman about the recent European Collaboration Summit and European Cloud Summit held in Germany during May 2024. Great work everybody!       UPCOMING EVENTS European Power Platform Conference - SOLD OUT! Congrats to everyone who managed to grab a ticket for the now SOLD OUT European Power Platform Conference, which takes place in beautiful Brussels, Belgium, on 11-13th June. With a great keynote planned from Ryan Cunningham and Sangya Singh, plus expert sessions from the likes of Aaron Rendell, Amira Beldjilali, Andrew Bibby, Angeliki Patsiavou, Ben den Blanken, Cathrine Bruvold, Charles Sexton, Chloé Moreau, Chris Huntingford, Claire Edgson, Damien Bird, Emma-Claire Shaw, Gilles Pommier, Guro Faller, Henry Jammes, Hugo Bernier, Ilya Fainberg, Karen Maes, Lindsay Shelton, Mats Necker, Negar Shahbaz, Nick Doelman, Paulien Buskens, Sara Lagerquist, Tricia Sinclair, Ulrikke Akerbæk, and many more, it looks like the E in #EPPC24 stands for Epic!   Click the image below for a full run down of the exciting sessions planned, and remember, you'll need to move quickly for tickets to next year's event!       AI Community Conference - New York - Friday 21st June Check out the AI Community Conference, which takes place at the Microsoft Corporate building on Friday 21st June at 11 Times Square in New York City. Here, you'll have the opportunity to explore the latest trends and breakthroughs in AI technology alongside fellow enthusiasts and experts, with speakers on the day including Arik Kalininsky, Sherry Xu, Xinran Ma, Jared Matfess, Mihail Mateev, Andrei Khaidarov, Ruven Gotz, Nick Brattoli, Amit Vasu, and more. So, whether you're a seasoned professional or just beginning your journey into AI, click the image below to find out more about this exciting NYC event.       TechCon365 & Power Platform Conference - D.C. - August 12-16th ** EARLY BIRD TICKETS END MAY 31ST! ** Today's the perfect time to grab those early bird tickets for the D.C. TechCon365 & PWRCON Conference at the Walter E Washington Center on August 12-16th! Featuring the likes of Tamara Bredemus, Sunny Eltepu, Lindsay Shelton, Brian Alderman, Daniel Glenn, Julie Turner, Jim Novak, Laura Rogers, Microsoft MVP, John White, Jason Himmelstein, Luc Labelle, Emily Mancini, MVP, UXMC, Fabian Williams, Emma Wiehe, Amarender Peddamalku, and many more, this is the perfect event for those that want to gain invaluable insights from industry experts. Click the image below to grab your tickets today!         Power Platform Community Conference - Sept. 18-20th 2024 Check out some of the sessions already planned for the Power Platform Community Conference in Las Vegas this September. Holding all the aces we have Kristine Kolodziejski, Lisa Crosbie, Daniel Christian, Dian Taylor, Scott Durow, David Yack, Michael O. and Aiden Kaskela, who will be joining the #MicrosoftCommunity for a series of high-stakes sessions! Click the image below to find out more as we go ALL-IN at #PPCC24!       For more events, click the image below to visit the Community Days website.    

Celebrating the May Super User of the Month: Laurens Martens

  @LaurensM  is an exceptional contributor to the Power Platform Community. Super Users like Laurens inspire others through their example, encouragement, and active participation. We are excited to celebrated Laurens as our Super User of the Month for May 2024.   Consistent Engagement:  He consistently engages with the community by answering forum questions, sharing insights, and providing solutions. Laurens dedication helps other users find answers and overcome challenges.   Community Expertise: As a Super User, Laurens plays a crucial role in maintaining a knowledge sharing environment. Always ensuring a positive experience for everyone.   Leadership: He shares valuable insights on community growth, engagement, and future trends. Their contributions help shape the Power Platform Community.   Congratulations, Laurens Martens, for your outstanding work! Keep inspiring others and making a difference in the community!   Keep up the fantastic work!        

Check out the Copilot Studio Cookbook today!

We are excited to announce our new Copilot Cookbook Gallery in the Copilot Studio Community. We can't wait for you to share your expertise and your experience!    Join us for an amazing opportunity where you'll be one of the first to contribute to the Copilot Cookbook—your ultimate guide to mastering Microsoft Copilot. Whether you're seeking inspiration or grappling with a challenge while crafting apps, you probably already know that Copilot Cookbook is your reliable assistant, offering a wealth of tips and tricks at your fingertips--and we want you to add your expertise. What can you "cook" up?   Click this link to get started: https://aka.ms/CS_Copilot_Cookbook_Gallery   Don't miss out on this exclusive opportunity to be one of the first in the Community to share your app creation journey with Copilot. We'll be announcing a Cookbook Challenge very soon and want to make sure you one of the first "cooks" in the kitchen.   Don't miss your moment--start submitting in the Copilot Cookbook Gallery today!     Thank you,  Engagement Team

Announcing Power Apps Copilot Cookbook Gallery

We are excited to share that the all-new Copilot Cookbook Gallery for Power Apps is now available in the Power Apps Community, full of tips and tricks on how to best use Microsoft Copilot as you develop and create in Power Apps. The new Copilot Cookbook is your go-to resource when you need inspiration--or when you're stuck--and aren't sure how to best partner with Copilot while creating apps.   Whether you're looking for the best prompts or just want to know about responsible AI use, visit Copilot Cookbook for regular updates you can rely on--while also serving up some of your greatest tips and tricks for the Community. Check Out the new Copilot Cookbook for Power Apps today: Copilot Cookbook - Power Platform Community.  We can't wait to see what you "cook" up!    

Restore a deleted flow

Custom Assignment notification email fails to send

Hello- I have an assignment with the default email notifications turned off and an On Flow Run step configured to send a custom email with dynamic content for the assignment. My problem is that these notification emails are not re-sent when the assignment is changed and given to someone else. Is there a workaround for this?

You would have to create a Configuration Extension for Assignments with an Action Visibility Rule that hides the default Change Assignment action and a replacement User Action that re-assigns the task and sends a similar email to the original email sent in the On Step Run flow.

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After you've invited people to your meeting, you can add up to 10 co-organizers to help manage your meeting. Co-organizers are displayed as additional organizers in the meeting participant list and have most of the capabilities of the meeting organizer.

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To allow co-organizers to change meeting options in a channel meeting, they must be directly invited in the channel meeting invitation.

External users can't be made co-organizers.

To allow co-organizers to manage breakout rooms, they must be from the same organization as the meeting organizer.

Add co-organizers to a meeting

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Open a meeting in your Teams Calendar.

Make sure the people you want to add as co-organizers have already been added as required attendees.

In Choose co-organizers , select their names from the dropdown menu.

Select Save .

Note:  Co-organizers must be in the same organization as the meeting organizer, or be using a guest account in the same org.

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Queues for Custom Objects

1) Queue for a Custom Object is already created and added with few internal users. Now, when the records of the custom object is assigned to the Queue, how the members of the queue pick up the record from the queue and assign to themselves? I mean, where do they go and see the list of records in that queue and assign to themselves?

2) Does Auto-assignment work for custom objects? It works for Case and Lead objects. Is there any thing in the latest releases for Custom Objects auto-assignment? I want to automatically assign the custom object records to a particular queue based on criteria.

• assignment-rules

In the List View, they can select the checkboxes on the side and click the Accept button to transfer the records to themselves (you may need to add this button to your List View Search Layout). You can also create a custom button to add to the page layout itself if you like. You may need to create a List View for the queue, which is available from the object's tab. You'll want to create a Custom Object Tab if you haven't already.

No. While you could build a process/flow/etc for this, there's no built-in feature that mimics assignment rules on Leads/Cases.

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