For installing Lead Assignment and Distribution Automation from our website, you can follow either of the methods shown below:
Using Power Apps UI
To import the solution from make.powerapps.com, download the Lead Assignment and Distribution Automation solution from our website. Then follow the steps as shown below:
Sign in to Power Apps. After signing in, select the instance on which you want to install the solution.
From the left navigation, click on Solutions as shown below.
Click on Import on the command bar.
On the Import a solution page, select Browse to locate the previously downloaded compressed (.zip) file that contains the solution.
Then click on Import.
Your solution will get imported. To check the status of the installation, refresh the page.
Using Classic UI
For the installation of Lead Assignment and Distribution Automation solution, download the solution from the website and then import the managed solution to your CRM environment.
Follow the steps to import and install Lead Assignment and Distribution Automation solution.
For importing and installing the Lead Assignment and Distribution Automation solution in your Dynamics 365 CRM navigate to Advanced Settings.
Go to Settings → Solutions
Click on Import tab.
You can now browse and upload your solution for importing.
Check Enable any SDK message processing steps included in the solution and click on Import.
The solution will be imported in your environment.
Now, if you want to upgrade the solution to its latest version, then you will get the following dialog box. Here, select the highlighted part and click on Import to install the updated/higher version of Lead Assignment and Distribution Automation.
Once you are done installing the solution in your environment, the next step would be to activate the license.