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Lead distribution to different sales managers in a round robin way

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Help me out with Lead distribution to different sales managers like i have 5 sales managers and i have to distribute each lead to each sales manager like lead1 to sales manager1 and then lead2 to sales manager2....................lead5 to sales manager5 and then lead6 to sales manager1 like round robin , i tried assignment rules but there the problem was when bulk uploading the excel lead data lead assignment was not happening properly i suggest any workflow/javascript/plugin. Thanks in advance

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Shweta 18 on at

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Lead distribution to different sales managers in a round robin way

Hi there, bulk upload can be tricky in Dynamics when it comes to round-robin distribution; standard assignment rules often don’t fire correctly during imports. One approach is to use Power Automate with a custom round-robin logic based on a rotating index stored in a Dataverse table. But that takes some setup.

If you’re looking for something ready to go, LeadAngel supports round-robin lead distribution and integrates with Dynamics. It also works well with bulk uploads and handles routing logic without needing custom scripts. Might save you time and effort.

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MI-06050626-0 4 on at

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Lead distribution to different sales managers in a round robin way

Hi,

We have a Microsoft AppSource preferred solution, known as Lead Assignment and Distribution Automation that can help you distribute Leads/Cases automatically using Round Robin & Capacity Algorithm in Dynamics 365 CRM.

It is a productivity app that systematically allocates and distributes Leads (or any other entity records) recorded in Dynamics 365 CRM. This solution ensures fair distribution of workload within each team by honouring their individual capacity.

Here are some key features of Lead Assignment and Distribution Automation:

Round Robin: Distribute Leads evenly among the team in a sequential pattern using Round Robin Algorithm

Capacity: Assign Leads depending upon the individual capacity of each user

Time-Based Assignment Model: Assign maximum number of leads to sales reps on daily, weekly or monthly basis.

Assignment Rules: Create multiple assignment rules for different selection criteria of the Leads

Order: Set order for executing assignment rules to allot & distribute Leads as per your requirement

Sequence: Set sequence of your choice based on which Leads will be assigned to the users

Dashboards: Monitor and analyze the number of Leads assigned to each team member with the help of Dashboards

To know more about this solution visit our Website or our Microsoft AppSource page. You may also download a 15 days’ free trial to explore Lead Assignment and Distribution Automation yourself!

Thanks!

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