Work with assignment rules in Dynamics 365 Sales accelerator

  • Module
  • 9 Units
Intermediate
Business User
Functional Consultant
Dynamics 365
Sales

To assist organizations with assigning records, Dynamics 365 Sales includes an assignment rules feature. Organizations can use assignment rules to have new leads and opportunities automatically assigned to sellers or sales teams. This approach helps reduce the amount of time and effort that’s required to manually assign records, prevent the loss of unassigned records, and balance assignments among sellers.

Learning objectives

In this module, you'll:

  • Discover the different options that are available for assigning lead and opportunity records.
  • Explore how to specify which sellers can have records assigned to them.
  • Examine what seller attributes are and how to create them.
  • Learn about seller availability and how it impacts record assignment.
  • Examine how to create and activate assignment rules.
  • Explore the options that are available for managing rules.
  • Learn how to manage unassigned records.

Prerequisites

Complete the earlier modules of the Set up and use the sales accelerator capabilities in Dynamics 365 Sales learning path.