Install from AppSource
To install Lead Assignment and Distribution Automation solution from the Microsoft AppSource, visit the link and follow the steps shown below.
  • Click on the 'FREE TRIAL' button.
  • If the user is already logged into CRM, accept the terms & conditions and click on 'Continue'. If the user is not logged into CRM, fill in the credentials and Sign in.
  • Next, confirm the details in the form, accept the terms & conditions and click on 'Continue'.
  • Select an environment from the dropdown list given and then accept the privacy policies & legal terms. Proceed to the installation by clicking on the Install button.
  • The installation process will now have started and you can check the status by refreshing the page.
  • After the installation is done, you will be able to see Lead Assignment and Distribution Automation solution in your Apps section.
Last modified 7mo ago
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