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!
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
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/
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
290,532
Super User 2024 Season 2
#2
Martin Dráb
228,501
Most Valuable Professional
#3
nmaenpaa
101,148
Share
Report
All responses (
Answers (