Delete or deactivate assignment rules
Sometimes, you might want to get rid of assignment rules that are no longer relevant or useful for your sales team's activities. You have two options to do this in Dynamics 365 Sales Hub:
- Deactivate a rule to keep it in the app but stop it from assigning any new records. The records that were already assigned remain assigned. You can reactivate the rule later if you need it again.
- Delete a rule to remove it from the app completely. The records that were already assigned aren't affected. You can't undo this action.
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 |
Deactivate or delete an assignment rule
Sign in to your Dynamics 365 Sales Hub app.
In the lower-left corner of the page, select Change area > Sales Insights settings.
Under Sales accelerator, select Work assignment.
Select a Record type to view the segments of that type.
Open the segment that contains the assignment rule, and then select the Assignment rules tab.
Select the rule, and then deactivate or delete it:
- To deactivate it, turn off the toggle in the Active column.
- To delete it, select Delete.
Confirm the action 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. Check the License and role requirements section at the top of this page.
- 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.