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Lead Assignment and Distribution Automation systematically assigns or distributes Leads generated through various sources to respective Dynamics 365 CRM users. It helps managers to allocate and distribute incoming leads and customer queries in an organized way ensuring fair distribution of workload within each team. Automated distribution and assignment improves efficiency resulting in higher sales and profit.

Lead Assignment and Distribution Automation is available for Dynamics 365 9.x & above, Dataverse (Power Apps). It supports the following deployment models – On-Premises & Online.

Features

Entity Support: Supports OOB as well as Custom Entities
Round Robin: Distribute Leads evenly among the team in a sequential pattern using Round Robin Algorithm
Capacity: Assign Leads depending upon the individual capacity of each user
Rules: Create multiple assignment rules for different selection criteria of the Leads
Existing Records: On-demand assignment of existing Leads to users depending upon the assignment rules
Order: Set an order for executing assignment rules to allot & distribute Leads as per your requirement
Dashboards: Monitor and analyze the number of Leads assigned to each team member with the help of Dashboards


Supported Platforms
Windows
Microsoft 365
Power Platform
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Benefit #1

Distribute Work Items in Round Robin fashion

Benefit #2

Assign Work Items based on the individual capacity of each user

Benefit #3

Monitor and analyze Work Items assigned to users

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