Lead Assignment and Distribution Automation systemically assigns or distributes Leads generated through various sources to respective Microsoft Dynamics 365 CRM users. Improve sales process efficiency with automation and ensure fair distribution of workload within your teams.

Lead Assignment and Distribution Automation is available for Microsoft Dynamics 365 9.X and above, Dataverse (Power Apps). It can be deployed in both On-Premises and Online models.

To learn more about Lead Assignment and Distribution visit our website, online docs, or video library.
Contact us on crm@inogic.com to get a complete demo from our technology experts.

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 based on individual capacity of each user
Rules: Create multiple assignment rules based different selection criteria of the Leads
Existing Records: Assign existing leads On-demand to users based on the assignment rules
Order: Set the order for executing lead assignment rules
Period: Set period to assign work items based on (Daily, Weekly, and Monthly)
User Availability: Set availability status of users to easily assign incoming Leads (or other entities) based on user availability
Dashboards: Monitor and analyze the number of Leads assigned to each team member with the help of Dashboards

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Recommended Companion App for Automation:

Alerts4Dynamics: A Productivity and automation app for creating, scheduling, and managing alerts and notifications for different entities in Microsoft Dynamics 365 CRM. You can create alerts and notifications at record level and global levels. Configure visibility based on users, their roles and their security privileges.

Inogic has over 15+ Apps that helps you maximize value from Microsoft Dynamics 365 CRM. Our app portfolio spans several categories including Geo-Spatial, Storage and Document Management, User Adoption, SaaS Management, Productivity, Visualization, and Integration. Download today for a Free Trial and find out how these apps help enhance your Microsoft Dynamics 365 CRM experience!

Lead Assignment and Distribution Automation in Dynamics 365 CRM

by Inogic