Package Installation

To install Lead Assignment and Distribution Automation solution in Dynamics 365 CRM, first you have to download the package file from the website and then follow the steps given below:

Using Package Deployer

• Download the LeadAssignmentAndDistributionAutomation_Dyn365_v9.zip from the website.

• Right click on the downloaded package --> Enable the 'Unblock' checkbox to make the file accessible --> Click on 'Apply' --> Click on 'Ok'.

• Extract the zip file.

• Double click on PackageDeployer.Exe

• Click on Continue.

• Select either On premises or Office 365 as deployment type --> Select ‘Display list of available organizations’ --> Select the CRM environment --> Enter your CRM credentials and click on Login.

Office 365

On-premises

• It will bring you to Lead Assignment and Distribution Automation welcome screen -->Click on Next.

• Click on Next.

• Ensure all ticks are green -->Click on Next.

• The solution will be imported within a span of 10 - 15 minutes. After the import process is completed, the screen will look as below --> Click on Next.

• Click on Finish --> Go to Dynamics 365 CRM to complete License Registration.

For further queries, reach out to us at [email protected]