Lead Assignment and Distribution Automation

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 honoring 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.

Availability

Deployment

Dynamics 365 v9.x and above

On-Premises and Online

Dataverse (Power Apps)