Round Robin Routing & Assign

Name: Round Robin Routing & Assign
Brand: Round Robin Routing & Assign
Rating: 5 (1 reviews)

Automatic Round-robin assignment of work items

Assign records based on individual capacity

Round Robin Routing & Assign - Assign and Distribute Leads using Round Robin & Capacity Algorithm

Overview

Round Robin Routing & Assign 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, Round Robin Routing & Assign helps to the improve efficiency of Dynamics 365 users resulting in higher sales and profit.

Dynamics 365 9.x & above

On-Premises and Online

Recent Updates

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
Monitor and analyze Leads assigned through Dashboards
Auto assign existing Leads in CRM using Run Assignment button

Available on Microsoft Appsource

Get started with 15 days free trial!

Features

Round Robin Routing & Assign provides support for both OOB as well as Custom Entities

Sales Managers can now easily distribute/allot Leads evenly among the team using Round Robin Algorithm

Round Robin Routing & Assign enables the sales managers to assign Leads to the team depending upon the individual capacity of each user

Sales Managers can now create multiple assignment rules and assign it to the users in Queue

Round Robin Routing & Assign enables on-demand assignment of records to users depending upon the assignment rules

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

Round Robin Routing & Assign enable sales managers to monitor and analyze the number of Leads assigned to each team member with the help of Dashboards