Installing Round Robin Routing & Assign Solution

Round Robin Routing & Assign is an ISV add-on for Microsoft Dynamics 365 CRM which allots/assigns Leads in a systematic way to the respective team members. Automatic Lead allocation using Round Robin Algorithm ensures fair and even distribution of workload among the team. This improves efficiency and productivity of team members leading to increased sales and profit.

Importing the managed Round Robin Routing & Assign solution downloaded from website is quick and easy. Follow the steps given below to import solution:

Note: Only a user with System Administrator Role can install the solution.

1) To import the solution go to Advanced Settings on Gear Icon on top right.

2) Next navigate to Settings -> Solutions.

3) Now, click on Import.

4) After clicking on import, browse for the downloaded solution file.

5) While importing the Solution, check ‘Enable any SDK message processing steps included in the solution’ and proceed to import the solution.

Once the installation is done, the next step is to activate the license.

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Go back to Round Robin Routing & Assign InfoCentre homepage.