Tool to migrate rules for automatically creating records, service-level agreements from classic app to Customer Service Hub app
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Admins, makers, marketers, or analysts, automatically | 
Aug 3, 2020 |
- |
Oct 1, 2020 |
Business value
The migration tool will allow legacy rules for creating records automatically and service-level agreements (SLAs) to be migrated to Customer Service Hub for easier access.
The Customer Service Hub app has several features that replace the features available in the legacy Customer Service app. The rules for creating records automatically and SLAs have moved to Power Automate-based workflows to make the transition to the new platform easier to manage.
Feature details
Companies often define multiple rules for SLAs and creating records automatically to help manage and automate their business processes. The future of these productivity features is with flows designed in Power Automate.
In this release, the migration tool will be available to help with the transition to Power Automate as follows:
- Admins can choose the legacy rules that need to be migrated.
- Admins decide when to switch to the new rule; legacy rules are not modified.
- Flows in Power Automate are created for the existing legacy rules for automatic record creation and SLAs.
- Admins can decide when to activate the new rules and deactivate the legacy rules.
- The legacy rules continue to run on existing cases until the rules are deactivated.
See also
Migrate automatic record creation rules and service-level agreements (docs)