Skip to main content

Notifications

Microsoft Dynamics CRM forum
Unanswered

Round Robin Assignment for Leads?

Posted on by 15

Using the free trial app from Inogic to set up a round robin system for my sales team, I ran into the below issue.  

So, I copied over the Prod instance of CRM into the UAT Sandbox and I reinstalled the Lead Assignment & Distribution app, but I am now unable to manually run assignment for leads owned by a generic user (we call the user Team 1). It’s intermittent at least. I do show a number in the Queue Items but when I drill into the Queue, the Queue items list is blank. Is there a delay on these assignments? I checked the Users Security Roles, made sure they had the Lead Assignment User role and added them to the Queues and the Assignment Rules. It’s as if it is stuck. Thanks for any help! 

pastedimage1620927752726v1.png

pastedimage1620927766826v2.png

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Dynamics 365 Community Update – Sep 16th

Welcome to the next edition of the Community Platform Update. This is a weekly…

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,522 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,441 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans