Configure work assignment

Work assignment is a feature of Dynamics 365 Sales that removes the burden of manually assigning leads, opportunities, and other work to your sales team. Using assignment rules that can consider sellers' attributes, availability, and capacity, the sales accelerator automatically assigns the right salesperson at the right time to the right leads and opportunities.

Segments and assignment rules are part of the work assignment feature. Work assignment is available in sales accelerator version 9.1.23074.10021 and is rolling out in phases in different regions. Learn more about work assignment.

License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Microsoft Relationship Sales
Security roles	System Administrator, Sequence Manager, or Sales Manager

Configure work assignment for your sales team

Configuring work assignment is simple:

1. Select the security roles that assignment rules can automatically assign records to.
2. Create segments to group incoming leads and opportunities.
3. Create sequences to automate the steps of your sales process.
4. Connect segments to sequences.
5. Set sellers' attributes and capacity.
6. Determine how your sellers' availability is set and which calendar to use.
7. Create and activate assignment rules.

Change work assignment settings

After you configure work assignment for your organization, you can make adjustments as needed:

• Stop assigning work to sellers who are on vacation or otherwise unavailable.
• Change the priority of your assignment rules.
• Edit your assignment rules if you need to more extensive changes.
• Delete or deactivate assignment rules you no longer need.
• Edit segments to fine-tune the records that get connected to them.
• Delete or deactivate segments that are no longer useful.

Stop assigning work to sellers

While sellers are on vacation or are otherwise unavailable, you can stop new records from being assigned to them automatically. Turn assignment on the same way when they're back at work.

1. Sign in to your Sales Hub app.

2. In the lower-left corner of the page, select Change area > Sales Insights settings.

3. Under Sales accelerator, select Work assignment.

4. Select Settings.

5. (Optional) If the list of sellers is long, use filters to focus on the ones you want.

6. Turn off the toggle in the Assign records column and confirm when you're prompted to do so.

Can't find the options in your app?

There are three possibilities:

• You don't have the necessary license or role.
• Your administrator hasn't turned on the feature.
• Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.