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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/
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