Lead Re Routing leads that are historic

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Posted on by Kes7

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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Bipin D365 28,964 Super User 2024 Season 1 on at

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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/