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Lead Assignment and Distribution Automation - Assign and Distribute Leads using

Lead Assignment and Distribution Automation is a productivity app that systematically allocates or distributes Leads (or any other entity records) recorded in Dynamics 365 CRM. This app ensures fair distribution of workload within each team by honouring their individual capacity. It helps managers to allocate and distribute workloads in an organized way. With automated distribution and assignment, Lead Assignment and Distribution Automation helps to the improve efficiency of Dynamics 365 users resulting in higher sales and profit.

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Lead Assignment and Distribution Automation - Assign and Distribute Leads using

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  1. Automatic Assignment and Distribution of Entities using Round Robin & Capacity Algorithm crm@inogic.com

  2. Key Features Selection Criterion Ability to define selection criterion and assignment rules for processing records Even Distribution Distribute workloads evenly among the team in a sequential pattern using Round Robin algorithm Fair Distribution Assign records depending upon the capacity defined for each individual user to avoid over allocation Entity Support Supports any OOB as well as Custom Entities. Dashboards Monitor and Analyze distribution of Leads to each user with the helps of Dashboards Queues Based off native queues in Dynamics 365 CRM crm@inogic.com

  3. Available For • SUPPORTED VERSIONS • MICROSOFT DYNAMICS 365 v9.x and above • Dataverse (Power Apps) • DEPLOYMENTS • ON-PREMISES • DYNAMICS 365 ONLINE crm@inogic.com

  4. Configure Entities for Auto-Assignment crm@inogic.com

  5. Lead Assignment Use Case crm@inogic.com

  6. Assign Leads based on Rules using Round Robin or Capacity Algorithm crm@inogic.com

  7. Set up User Capacity for Work Distribution crm@inogic.com

  8. On-Demand Assignment Button crm@inogic.com

  9. Dashboard Visualization crm@inogic.com

  10. Next Steps • Learn more about Round Robin Routing & Assigntoday. • Get your free Round Robin Routing & Assign trialfrom Microsoft AppSource or our website! • Email: crm@inogic.com crm@inogic.com

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