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Lead Re Routing leads that are historic

Posted on by 5

Hi All

I am familiar with lead re-routing and have achieved this successfully for new in coming leads.

We have however moved CRMs recently, and migrated leads from Salesforce into Dynamics, so we are sitting with a pretty hefty amount of historic leads with no lead owners.

Is there a way to apply re-routing to a historic database using the existing functionality in Dynamics 365 Sales?

Thanks in advance!

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  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,962 Moderator on at
    RE: Lead Re Routing leads that are historic

    Hi,

    You have two options -

    1. Create on-demand workflow to route the leads and then use XRMToolBox to execute this workflow against your historic records

    www.xrmtoolbox.com/.../

    2. Write small console application utility to route your historical leads using crm sdk message

    docs.microsoft.com/.../microsoft.crm.sdk.messages.routetorequest

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

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