Dynamics Community Forum Thread Details

Lead distribution within segments

We have set up various segments that are aligned to our inbound traffic of leads. We have done this to automate the distribution of leads throughout the business.

We have set up our segments and assignment rules, in the UAT, to a round robin distribution across our sales team.

During testing, we discovered the round robin distribution method is not considering the segment the lead was assigned to and categorising leads as the same value. Despite assignment rules being specific to segments, This results in an equal distribution across all leads rather than an equal distribution within segments.

Current Distribution

Input 5 Leads

Product 1

Product 2

Sales Person 1

Sales Person 2

Sales Person 3

Sales Person 4

Sales Person 5

Sales Person 6

Sales Person 7

Sales Person 8

Sales Person 9

Sales Person 10

Required Distribution

Input 5 Leads

Product 1

Product 2

Sales Person 1

Sales Person 2

Sales Person 3

Sales Person 4

Sales Person 5

Sales Person 6

Sales Person 7

Sales Person 8

Sales Person 9

Sales Person 10

Does anyone know how to achieve this goal?

Categories:

Leads or Opportunities

Here you need a custom round robin implementation. You can use Power Automate, plugin or work flow etention for that purpose. I solved similar problems for multiple clients.

Here you some sorrt of configuration table in which you have to configure the same as here. Add up your logics accordingly.

If my reply provided you with a solution, pleased mark it as a verified.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
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