Lead Assignment and Distribution Automation

Automatic Round-robin assignment of work items

Assign records based on individual capacity

Assign and Distribute Leads using Round Robin & Capacity Algorithm within Dynamics 365 CRM - Lead Assignment and Distribution Automation

Overview

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.

Dynamics 365 9.x & above

On-Premises and Online

Dataverse

Recent Updates

Support to set user availability for assigning Leads (or other entities)
Support to set period for assigning records
Set the sequence of the users to whom the records are assigned
Even distribution of Leads using Round Robin Algorithm
Assign Leads on the basis of individual capacity of each user
Set order for multiple assignment rules defined on one Entity

Preferred App on Microsoft AppSource

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Features

Distribute Work Items in Round Robin fashion:

Users (Managers) are able to evenly distribute the work items in Dynamics 365 CRM using Lead Assignment and Distribution Automation App. For example, in case of incoming Leads, managers can easily distribute them among the sales representatives evenly. This way each sales representative is allotted equal number of Leads automatically.

Assign Work Items based on individual capacity of each user:

With this feature of Lead Assignment and Distribution Automation managers can distribute the numerous Work Items in Dynamics 365 CRM on the basis of individual capacity of each user. Suppose there are two users in the team – one experienced and the other who has just entered the workforce. Here, the manager can automatically allot more work to the experienced user as compared to the newcomer with the help of Lead Assignment and Distribution Automation.

Monitor and analyze Work Items assigned to users:

Using Lead Assignment and Distribution Automation App, one can easily monitor and analyze the scale of Work Items such as Leads, Cases, etc. assigned to individual users over a given period of time through Dashboards. Thus, it becomes easy for the managers to assess the individual performance of their team members.

Auto-assign existing Work Items in CRM to users:

This feature of Lead Assignment and Distribution Automation helps to distribute the existing Work Items in Dynamics 365 CRM among the users. These Work Items are distributed on the basis of Assignment Rules defined for respective entities such as Lead, Cases, etc. Here, manager has to just select the Work Items and click on the ‘Run Assignment’ button to distribute it among the team members.

Set User Sequence

Set the sequence of the users to whom the records are assigned.

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Assignment Rules

Managers can now create multiple assignment rules as and when required and assign it to the users in Queue.

Order of Assignment

Managers can set order for multiple assignment rules defined on one Entity on the basis of which Work Items will be distributed among the team.

On-Demand Assignment

Lead Assignment and Distribution Automation enables on-demand assignment of records to users depending upon the assignment rules.

Assign Custom Entities

Lead Assignment and Distribution Automation provides support for both OOB as well as Custom Entities resulting in increased productivity and efficiency.

Set Period

Records (work items) will be assigned to users based on the period defined in assignment rule i.e. daily, weekly or monthly basis.

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Set User Availability

Managers can set user availability status as ‘available’ or ‘unavailable’ based on which records (work items) will be assigned to respective users in Dynamics 365 CRM. Further, users can manually update their availability status as well.

Frequently Asked Questions

Can only Leads will be assigned in Dynamics 365 CRM with Lead Assignment and Distribution Automation app?

Apart from incoming Leads, users can also assign records of other entities by using Lead Assignment and Distribution Automation app. It supports both OOB as well as Custom Entities.

Is there any limit in assigning Leads or any other entity records using Lead Assignment and Distribution Automation?

No, there is no such limit. With Lead Assignment and Distribution Automation one can assign any number of incoming Leads or other work items.

What will happen to the existing Leads in CRM which are yet to be assigned?

Once the assignment rules are set, managers can assign the existing Leads or any other entity records by using ‘Run Assignment’ feature. Managers just have to select the Leads that needs to be assigned and click on the ‘Run Assignment’ button to distribute it among the users.

Is there a way to track how many Leads are assigned?

Yes, through Dashboards one can easily track assigned and pending Leads or any other entity records.