Solution Installation

Lead Assignment and Distribution Automation can be installed from our website in two different ways as 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:

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.

Select Next.

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 an Board solution in your Dynamics 365 CRM navigate to Advanced Settings.

Go to Settings → Solutions

Click on Import button.

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 or reinstall the same solution, then you will get the following dialog box. Here, select the highlighted 'Upgrade' point and the 'Overwrite customizations' point for installing the latest solution. And for reinstalling the same solution, just select the 'Overwrite customizations' point. Lastly, click on Import to start the installation process.

Once you are done installing the solution in your environment the next step would be to activate the license.