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Edit assignment rules

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To modify your process for automatically assigning leads, opportunities, or insights to sellers, you can update the conditions that you've defined in the rule.

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

Edit an assignment rule

  1. Sign in to your Dynamics 365 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 a Record type to view segments of that type.

  5. Open a segment, and then select the Assignment rules tab. Or, to go directly to the Assignment rules tab, select the link in the Assignment rules column.

  6. Select the rule, and then select View and edit. Or, open the rule.

  7. Change what you need to, and then select Save.

Your changes are applied to records that are connected to the segment going forward. Any records that were previously connected to the segment aren't affected.

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.

See also