web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :

Assignment rules for SQA | Getting Started With D365 Shorts

Community Member Profile Picture Posted by Community Member
Check out video 66 in our "Getting Started With" series, as we take a look at how you can configure assignment rules for the Sales Qualification Agent in Dynamics 365. Once a lead meets your handover criteria, your Sales Qualification Agent will hand it off and uses round‑robin distribution to ensure fair, balanced assignment across sellers or within your team. If you’re looking to automatically route qualified leads to the right sellers, click the link below to visit Microsoft Learn to discover more about the Sale Qualification Agent today! https://aka.ms/d365shorts/assignmentrulessqa And don’t forget to head over to the Dynamics 365 community for more expert advice and the chance to connect with thousands of other users just like you. Click the link below to sign up and start exploring. https://aka.ms/d365shorts/joinus

Categories:

Comments

*This post is locked for comments