Tag Archives: Dynamics 365 Lead Assignment

3 Best Practices for Increasing your Lead Conversion Rates – Lead Assignment and Distribution Automation in Dynamics 365 CRM is what you need!

Most of you would be well acquainted with our popular assignment automation app for Dynamics 365 CRM – Lead Assignment and Distribution Automation. Already a Preferred app on Microsoft AppSource, Lead Assignment and Distribution Automation is a productivity app that automates the allocation or distribution of Leads (or any other entity records) recorded in Dynamics… Read More »

Webinar – Distribute Leads/Cases Automatically using Round Robin & Capacity Algorithm in Dynamics 365 CRM

Business thrives on Sales. And Sales come from pursuing Leads diligently. But, as it often happens one cannot avoid cherry picking or mismanagement of any kind while assigning Leads manually. So, what should be done to handle such situations so that the sales are not affected due to cherry picking or mismanagement of Leads? Don’t… Read More »

How to avoid cherry picking and evenly distribute Dynamics 365 CRM/PowerApps Leads

Sales is a determining factor in gauging the growth of an organization. And sales comes from pursuing all available leads, as every lead has the potential to turn into a profitable account. Suppose there is a huge inflow of leads through websites, referrals, advertisements, exhibitions, events, etc. and these Leads are manually picked by sales… Read More »

How to automatically assign Leads in Dynamics 365 CRM & PowerApps

In this day and age automation is everywhere. Dealing with your day-to-day mundane tasks have become easier due to automation. Be it any industry – Manufacturing, Transport etc – automation has become an indispensable part of it. Similarly, there are various productivity apps and solutions available in market which will ease the day-to-day workload of… Read More »