Name: Lead Assignment and Distribution Automation - Overview video
Uploaded: 2020-02-13T07:08:03.000Z
Duration: 4 min 10 s
Description: Lead Assignment and Distribution Automation - Overview video

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Inogic Lead Assignment and Distribution Automation

Lead-to-Account Matching and Routing

Monitor and analyze Work Items assigned to users

Assign Work Items based on individual capacity of each user

Auto-assign existing Work Items in CRM to users

<a href="https://www.inogic.com/" rel="">Inogic</a> is a leading Microsoft Gold ISV Partner
for Dynamics 365 CRM with a global customer base in 50+ countries. Inogic was
founded by a group of like-minded CRM experts and professionals in 2006 and
presently have more than 75+ techno-functional members working with an exclusive
focus on Microsoft Dynamics 365 CRM / Power Platform. We offer productivity
apps and Dynamics 365 CRM offshore development services including Power
Platform (<a href="https://www.inogic.com/product/development/dynamics-365-common-data-service-microsoft-powerapps" rel="">Power Apps</a>, <a href="https://www.inogic.com/product/development/microsoft-flow-logic-apps-dynamics-365" rel="">Power Automate</a>, <a href="https://www.inogic.com/product/development/microsoft-power-bi" rel="">Power BI</a>, and <a href="https://www.inogic.com/product/apps/microsoft-dynamics-365-portals" rel="">Power Apps
Portals</a>) to help
organizations improve their business processes and achieve high ROI. Inogic
believes in spreading its knowledge base and expertise demonstrated by thousands
of <a href="https://www.inogic.com/blog/" rel="">blogs</a> that are quite popular in the Dynamics community. Inogic
apps for Dynamics 365 CRM/Dataverse (Power Apps) are rated as Microsoft
Preferred Solutions on <a href="https://appsource.microsoft.com/en-us/marketplace/apps?search=inogic&amp;page=1" rel="">Microsoft
AppSource</a> and streamlined
to drive better Sales and improve the Services of an organization.

Inogic

Lead Assignment and Distribution Automation - Overview video

Round-Robin assignment and allocation of records amongst the team members is a common need to avoid cherry-picking which is a huge concern among the sales and service teams. Lead Assignment and Distribution Automation app systematically allocates or distributes Leads (or any other entity records) recorded in Dynamics 365 CRM. The app ensures fair distribution of workload within each team by honoring their individual capacity. Automated distribution and assignment improves efficiency resulting in higher sales and profit.

Timestamp

00:00 Introduction:  How to avoid cherry picking of work items?
01:00 Lead Assignment and Distribution Automation for Dynamics 365 CRM
01:02 Assignment of Work Items using Round Robin Algorithm
01:22 Assignment of Work Items by available capacity of the user
02:05 Configuration of Lead Assignment and Distribution Automation app
04:01 Reach us at crm@inogic.com and find out more

KEY FEATURES 
• Entity Support: Supports OOB as well as Custom Entities. 
• Queues: Based off native queues in Dynamics 365 CRM. 
• Even Distribution: Distribute workloads evenly among the team in a sequential pattern using the Round Robin algorithm. 
• Fair Distribution: Assign records depending upon the capacity defined for each individual user to avoid over-allocation 
• Capacity Monitoring: It automatically manages the available user capacity based on the work items marked closed and assigned during the course of business. 
• Selection Criterion: Ability to define selection criterion and assignment rules for processing records. 
• Dashboards: Monitor and analyze the workload processed and assigned using the app to each team member with the help of Dashboards.

Available for Dynamics 365 v9.x and above with support for all deployment models.

Learn More: https://www.inogic.com/product/productivity-apps/auto-manage-lead-assignment-and-distribution-automation-dynamics-365-crm
Download from AppSource: https://appsource.microsoft.com/en-gb/product/dynamics-365/inogic.lead-assignment-distribution-automation?tab=Overview

If you liked the video, please like and subscribe!

#leadsallocation #CRMleads #assignleads

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