D365 "Taylored" to you!
Automatic Lead Assignment
Posted by: Dian Taylor | on June 15, 2021
I keep coming across more features that are getting enabled as part of 2021 Release Wave 1 and each time another feature is added I feel like I received another birthday present! Microsoft is not sitting still and new features are being added almost constantly! I think this feature is going to be a game changer for a lot of sales organizations. Keep in mind this feature is currently in public preview, which means it’s not a finished product as of yet. You have the ability to test it out and see how it works and provide feedback to Microsoft. As the title suggests, as part of this feature a lead distribution engine will be added to the Dynamics 365 organization. You can then configure the logic for leads to be automatically assigned to users or teams based on assignment rules. Keep in mind that this feature is part of the Sales Accelerator in Dynamics 365 Sales, which means you’ll need to purchase the Sales Insights add-on license in order to get access to this functionality. To learn more about the Sales Accelerator check out these two articles I wrote about it: What’s new with the Sales Accelerator and Sales Accelerator(Preview) .
How does it work?
So first let’s talk about how this auto-assignment actually works. When a lead flows into the system the assignment rules that were configured are applied to the leads. If the condition(s) in the assignment rule is met, the lead is automatically assigned to a Dynamics 365 Sales user or team. Keep in mind that if there are multiple rules. The the system always looks at the order of the rules, the rule that is on top will be ran first, then the one beneath that one, and so on. So when you are creating new rules, these new rules will automatically be added to the top of the list, but if you need to you can move the rules’ order around so that the most important rules are ran first.
Seller Attributes The assignment rules work hand in hand with seller attributes that are part of the lead assignment functionality as well. We can use these attributes to track certain things on a per user basis, for example certain skills different users have, like the ability to speak another language besides English. Another example is there maybe certain types of leads that should only be sent to certain sales people. Seller Attributes allow us to create attributes and associate them with Dynamics 365 users (the sellers). We can use some of the fields that are related to the lead table for this (option sets) or we can create our own attributes with their corresponding values. Let’s create a new seller attribute to track which languages our users are speaking. In the Sales Hub, navigate to Sales Insights settings and click on ‘Assignment Rules(preview)’ on the sitemap. You’ll notice ‘Seller attributes’ on the bottom right side of the screen. Click on ‘Manage’ then click the ‘+New seller attribute’ button. In the window that pops up, enter a name for the seller attribute, which in my case is ‘Language’ or ‘Languages Spoken’. Below the seller attribute you’ll notice an dropdown field that reads ‘Data field linked to attribute’. These are fields that I mentioned earlier which are related to the lead table. If there was an out of the box ‘Preferred language’ field for leads (which would represent the language the lead prefers), you would be able to choose that here, and you would even be able to remove any of the values from that field in the seller attribute! So for example if I had the languages ‘German’, ‘Spanish’ and ‘English’ in the ‘Preferred Langage’ option set field, but only needed to use ‘Spanish’ and ‘English’, I could remove the ‘German’ option from the seller attribute.
Since the ‘Preferred Language’ field doesn’t exist as part of the lead table, there are two different options you have: you can select ‘Do not link with fields’ (This allows you to add your own values to the attribute by typing the values in the ‘Attribute Values’ field and hitting enter on your keyboard) or you can manually create the ‘Preferred Language’ field for the lead table and using that. Honestly I would suggest trying both just to you understand what I’m talking about and get to learn more about this functionality. Managing Sales Teams You can access the sales users or sellers by clicking on the ‘Manage button’ on the Sales Teams section on the Assignment rules page. This will take you to a page that shows all the sellers and their related information, like ‘Max capacity’ (see explanation below), ‘Current leads assigned’ ( if there are leads assigned to sellers prior to creating assignment rules, the total number of assigned leads will not show in this list immediately. Once a lead gets assigned, a leads’ status is updated or a lead is deleted, this number of currently assigned leads will be updated) . Seller attributes that are assigned to each seller, whether or not a seller should be part of the users that gets leads assigned by the assignment rules (Assign Leads slider) and a list of ‘Roles’. If you want certain sellers to be excluded from getting leads assigned you can turn this off on a per user basis. Unfortunately there is currently no way to mass update sellers, you’ll have to turn them off one by one. Roles represent the security roles that are assigned to the user.
Applying Seller Attributes Once you have created the seller attributes you will still need to add them to the different sellers. You can start this process by clicking on the ‘Manage’ button on the Sales Team section on the Assignment Rules page. Keep in mind these seller attributes can only be assigned to users, not to teams. In order to assign the seller attributes to Dynamics 365 users in bulk, check the box next to the seller names, then click ‘Apply Attributes’ and select the attributes you want to assign. Another button on the top is the ‘Set Lead Capacity’ button. This will allow you to set how many leads any seller could have assigned as a maximum. This is important because this works hand in hand with the assignment rules. If (based on the rule) a lead is to ready to get assigned Tom, and Tom’s lead capacity is 10 but he already has 10 leads assigned to him the lead will not be assigned to him. The lead capacity can also be updated for multiple users at a time. Assignment Rules The assignment rules is where we configure the data (which leads should be assigned) and the logic of the lead assignment. (when does a lead needs to get assigned?) You’ll notice ‘Assignment rules’ on top of the screen. This is where you will be creating the assignment rules. Click ‘+New Assignment Rule’ to start creating a new rule. You will need to enter the name of the rule and select a lead segment. NOTE: Once the rule is activated, all of the leads in the segment will be assigned based on the logic in the rule. If you want this rule to apply to all leads you can leave the ‘Set lead segment’ field blank. If you’ve read my previous article about the sales accelerator and how segments work, then you know that we can filter out leads in a segment.
When you select a segment in the assignment rule, you can add additional filters to the assignment rule by clicking ‘+ Additional Condition’. This will take you to a query screen where you can configure the filters you want to use for this specific rule. You have the ability to filter on lead columns but you can also add filters for tables that are related to the lead, just like we can in advanced find. For this particular example I added a field/column to the lead table called ‘Preferred Language’ with the values “English’, ‘Dutch’ and ‘Spanish’ so I can track which language the lead prefers to speak. Under the assignment rule I am adding an additional lead condition where the ‘Preferred Language’ equals ‘English’. This means that all leads in the segment that I tied to to this rule that have this field set to ‘English’ will be included to be assigned. In the ‘ Assign these leads to ‘ field we can define who to assign the leads to. These could be individual users or to owning teams. (Make sure the teams/users have the correct privileges otherwise the leads won’t be assigned to the user/team.) If you choose to assign the leads to users, you’ll notice you can assign the leads to ‘Sellers with matching attributes’. These refer to the seller attributes that I discussed earlier. This option also allows us to add filters for those seller attributes. In this example we only want to assign the leads to sellers who speak English, so I choose the ‘User seller attributes defined for assignment rules’ option, and then picked ‘Language’ (<-this is the seller attribute) equals ‘English’. This means that these leads will only be assigned to sellers/users that have the ‘English’ language seller attribute. Under the ‘Distribute leads by’ section you have the option to choose load balancing or round robin assignment. Load balancing means that the leads will be distributed based on a users’ current load. Example: According to the rule a lead would need to be assigned to sellers/users who speak English. Let’s say there are two users, Bob and Scott who both speak English. Scott has a current load of 10 leads and Bob has a load of 5 leads currently assigned to him. This means the lead would be assigned to Bob, because his load is less than Scott’s. Round robin assignment is where the leads get distributed evenly. Let’s say we have 4 leads that need to be distributed, then both Bob and Scott will get 2 leads assigned regardless of how many leads they own. Below the ‘Load balancing’ and ‘Round robin’ assignment options you see the ability to consider a seller’s capacity. As mentioned before, a seller’s capacity is the maximum number of leads that can be assigned to the seller. If this box is checked, a seller’s capacity will be taken into account.
You’ll also notice a check box named ‘Consider seller availability’. If you check this box, then the seller’s calendar will be taken into consideration. Example: If a seller has marked days off on their calendar the lead won’t get assigned to that seller on those days even if that seller meets all other conditions. The system would try to assign the lead to another seller who meets the conditions in the rule or the lead would remain unassigned (if no other seller meets the condition(s)). In order for a seller to set their availability they would need to configure this. Before they can do this, the setting needs to be enabled first. You’ll need to navigate to ‘Sequences’, where you will see a ‘Settings’ button on the top right of the page (image above). The seller availability settings can be turned on here. Once this is turned on, each seller can configure their own individual availability by navigating to the Sales area in the Sales Hub and then selecting ‘Sales Accelerator’ on the sitemap on the left hand side. On the top of the work items lists you’ll notice a gear icon. This is where some of the personal settings can be configured. When clicking the gear icon the ‘Personal Settings’ window will pop up where users can configure their availability. To learn more about setting up sellers’ availability c lick here . One last thing I wanted to mention is that this engine runs each time a lead is created or updated, so it’s not like it runs in batches every couple of hours. I hope you enjoyed this article! Be sure to check in again next week for a new article or subscribe here to never miss another post!
Posted in D365 Sales , Release Wave | Tags: auto assignment , automatically assign leads , Lead Assignment , lead assignment engine , Sales | 2 Comments »
2 Comments to Automatic Lead Assignment
Thanks Dian for sharing this. One query regarding lead assignment engine. As it runs each time a lead is created or updated, if the lead is already assigned to a seller and a particular attribute changes on the lead, I believe such leads are not considered for reassignment to the sellers. Correct me if I am wrong over here.
I haven’t tried this myself, so I would definitely recommend playing with it to try that scenario out.
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- Dynamics 365 Sales
New sales capabilities in 2023 release wave 2—Helping sellers work smarter
- By Aaron Bjork, Partner Director of Product Management
Microsoft Sales Copilot
- Audience type
- Release wave
AI is revolutionizing the way sellers operate, enabling them to work smarter, not harder and achieve fantastic results. With AI-powered tools, sellers can access real-time insights, streamline their workflow, and make data-driven decisions, all while minimizing manual effort. These advancements empower sellers to engage more effectively with customers, enhance their productivity, and ultimately achieve better results in today’s competitive market.
Our latest release is working to make AI become a natural addition to a sales toolkit. Microsoft Dynamics 365 Sales and Microsoft Sales Copilot drive forward the lead to opportunity process providing insights, suggestions, and system updates with the click of a button. Each capability released across this wave helps build a fantastic set of scenarios to foster a better understanding of customers and provide ways to collaborate and accelerate deals with personalized and relevant insights.
Let’s take a closer look at how the latest capabilities are transforming sellers into agile and informed professionals, helping them stay ahead of the curve and deliver exceptional value to their clients.
Maximize productivity with the AI assistant designed for sellers.
Revolutionizing the seller workspace
Copilot in Dynamics 365 Sales: With the general availability of Copilot in Dynamics 365 Sales, we are changing the customer relationship management (CRM) work patterns for sellers. By seamlessly integrating AI into the application, Copilot alleviates sellers from routine tasks, expedites their actions, and ultimately enhances business outcomes. It achieves this by offering valuable recommendations, summarizing essential data, retrieving information, and facilitating context-specific actions, all seamlessly integrated into the natural flow of work.
Not only in a side panel, expect to see Copilot across the CRM application within email replies and across search and homepage experiences to help salespeople think less about data entry, record search, and activity timelines and instead spend more time building strong customer relationships.
Insightful record summaries: We’re introducing new AI-generated summaries, for lead and opportunity summaries including citations and CRM-linked highlights to validate the accuracy of the information. Now a salesperson can see an instant summary to help keep them up to date with the latest changes and news items.
Elevated customer profiles: Sellers understand the importance of seizing the moment with customers, and staying promptly informed to support their deals. Sales Copilot can now integrate with People.ai and Seismic to expand and enrich screens with valuable references and insights, thereby amplifying stakeholder and deal intelligence.
Real-time intelligence: Our objective is to empower sellers with timely, relevant information. When customers mention a competitor or brand during sales conversations, real-time information cards instantly populate the Microsoft Sales Copilot pane within Microsoft Teams meetings. This ensures that sellers are consistently well-prepared and informed.
Efficient sales qualification: Copilot also plays a pivotal role in streamlining the sales qualification process. It proactively prompts sellers with crucial questions during interactions with prospects, ensuring that vital data points are captured to advance the deal. Employing established frameworks like budget, authority, needs, and timeline (BANT) qualification, Copilot guarantees that budgets, key stakeholders, needs, and timelines are all well understood and accounted for in customer interactions.
Automation and assignment enhancements: In addition to all the AI capabilities arriving to Dynamics 365 Sales, we want to ensure quality leads and opportunities get to the doors of the sellers, fast. With the latest assignment features, new leads or opportunities can be automatically assigned to sales teams or added to queues based on lead attributes and matching team or sales queue attributes.
Refreshed user experience: The Dynamics 365 Sales user experience has been refreshed to enhance the look and usability of the system, providing updated styling, including drop shadows and brighter background colors; new fluent-based controls in forms; business process flows; and dialogs and refreshed headers, tabs, sections, and business process flows in form pages. This new and refreshed user experience delivers improved productivity, increased user satisfaction, and better decision-making.
Manage key stakeholders and buyer relationships: Account team members often need help identifying the right stakeholders within a customer organization for their deals. With the new smart organization charts, sellers can build and visualize a customer’s organization, capture the buyers’ roles easily, and get a snapshot of each contact’s activity levels with your organization. This helps sellers maintain a healthy business relationship with their customers.
Learn more about Dynamics 365 Sales and Sales Copilot
These are just a few of the new capabilities we’re rolling out for sellers in 2023 release wave 2. To learn more, check out the resources below.
- Dynamics 365 Sales and Microsoft Sales Copilot release wave documentation on Microsoft Learn.
- Microsoft Sales Copilot webpage.
If you’re not yet a Dynamics 365 Sales customer, check out our Dynamics 365 Sales webpage where you can take a guided tour or get a free 30-day trial.
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AI-infused personalized customer journeys with Dynamics 365 Customer Insights 2023 release wave 2
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Create or edit leads
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Create leads in Dynamics 365 to track potential new customers. A lead can be an existing client or someone you've never done business with before. You might get leads from many sources, such as advertising, networking, or email campaigns. You can add notes, activities, and related contacts to your leads.
If you’d like to try Dynamics 365 Sales for free, you can sign up for a 30-day trial .
License and role requirements
Create or edit a lead.
In the sitemap of your sales app, select Leads .
Select New .
Enter the information you have about the lead. Only the Topic and Last name are required. All other details are optional.
Select Qualify in the process bar and select or create an account and contact .
- If you select an account or a contact, the company name and contact address details are filled in for you if they were empty. If that information was already entered, your selection doesn't change the existing values.
- If you create an account or a contact, Bing Maps can fill in the address details for you if your administrator has turned on address suggestions. Scroll down to the Address box and start typing the street address. Select an address from the list of suggestions provided by Bing Maps.
- When you create a lead, you can select any values for Existing Contact and Existing Account until you save the lead. After you save the new lead, you can only select values that have been filtered to avoid duplicates.
Select or enter the remaining details in the Qualify step.
In the Timeline section, add any notes or activities , like phone calls or tasks, that are related to the lead.
To add a contact as a stakeholder, scroll down to the Stakeholders section and select New Connection . Search for and select a contact to connect and assign the Stakeholder role. Or, select New Contact to create a contact, connect it, and assign it the Stakeholder role.
- A stakeholder is a key contact at the account who's involved in making purchase decisions. If you associated a contact in the Qualify step and selected mark complete to identify the contact as the account's decision maker, then that contact is automatically connected as a stakeholder and assigned the Stakeholder role.
- By default, the contact you connect is assigned the Stakeholder role. To select a different role, select the space to the left of the contact in the list, select Edit , and assign the correct role.
If you don't see "New Connection", it means your organization is using a customized view of leads. In that case, select the Connections tab, and then select Connect to connect a stakeholder to the lead.
Select the Details tab and enter any other information you have about your lead, such as industry and preferred contact method.
Select Save & Close .
Import leads from Excel, CSV, and XML Files
You can add leads by importing them from a Microsoft Excel, CSV, or XML file or from Microsoft Exchange. Learn how to import data into Dynamics 365 Sales .
Do more with leads
- Nurture your leads through a marketing campaign
- Research leads through social media channels like LinkedIn
- Increase your marketing and sales effectiveness (applies to the Sales app only)
Typical next steps
- Qualify a lead and convert it to an opportunity
- Get introduced to the lead through who knows whom
- Learn about the sales process, nurturing sales from lead to order
- View relationship analytics and KPIs for the lead
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.
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Lead to Opportunity to Customer in Microsoft Dynamics 365 CRM – Get the first step right by automating Lead Assignment!
The success of a business depends on Sales. And sales depend on Leads. But even in this day and age of automation, only 25% of marketing and sales professionals have any kind of automation software specific to lead conversion. This means the majority of professionals are still inclined toward the manual process of pursuing and converting leads.
Why? It may be because they have not yet explored other options and are too set in their old ways of doing business. But with changing times, one has to step forward and embrace the changes or will be left behind.
So, let’s take that first step now and see what Lead Assignment and Distribution Automation , a Microsoft Preferred App , can do to enhance your lead conversion rate and increase sales.
As businesses revolve around sales, Leads are precious because only a fraction of them are converted into sales. And one of the challenges that many organizations face in lead conversion is responding quickly to newly generated leads.
And with Lead Assignment and Distribution Automation, you can –
Automate the Lead assignment process in Dynamics 365 CRM
By using Round Robin or Capacity Algorithm, Lead Assignment and Distribution Automation will help you to assign the incoming leads that are generated through various sales and marketing initiatives in Dynamics 365 CRM. With the Round Robin algorithm, the incoming Leads will be evenly distributed among your team members. Suppose your sales team comprises four sales representatives and there are eight incoming Leads then each member will be allotted two Leads.
But under the Capacity Algorithm, the individual capacity of your team member (salesperson) is taken into consideration while assigning leads. Under this rule, you can allocate more leads to an experienced salesperson as compared to an inexperienced one. This ensures that each team member is equally loaded as per their capacity.
Further, you can also automate the assignment of leads that were already existing in Dynamics 365 CRM before the implementation of this automation app into your CRM. Another added advantage of using this Lead automation app.
Set parameters to systematically assign leads
Many factors need to be considered carefully while automating lead assignment in Dynamics 365 CRM, for the smooth execution of the lead assignment process. Some of the points that need direction are –
- The order in which assignment rules are to be executed in case there are multiple assignment rules configured in your CRM.
- The sequence in which leads are to be assigned to team members (salesperson) if there are three or more salespeople in the team i.e. who will get the first lead?
- When the leads should be assigned – daily, weekly or monthly?
- The availability of salespersons – are they available, on vacation, out of the office, etc.?
Setting parameters for these factors will ensure operational efficiency while assigning leads in CRM. These parameters or checkpoints will undoubtedly eliminate any chances of mismanagement while allocating leads in Dynamics 365 CRM.
Track and monitor lead assignment status in Dashboard
The Lead Assignment and Distribution Automation app ensures you get a clear insight into total assigned leads with Dashboard reporting. It gives you a clear picture of the situation with pending leads, to whom the active leads are assigned through the Lead assignment dashboard. When this information is readily available, it becomes relatively easy to track, monitor, and optimize the workload and performance of each team member. It is also quite helpful in planning sales strategies and the development of skills of salespeople, resulting in a higher lead conversion rate.
So, are you ready to take the first step towards a bright future with our Lead Assignment and Distribution Automation app?
If yes, then go to our website or Microsoft AppSource and download the 15-day free trial of this wonderful lead automation app right now!
Also, check out these videos to learn what more this Lead automation app has in store for you.
Feel free to mail us at [email protected] for any further information on automating lead assignment within Dynamics 365 CRM.
Microsoft Dynamics 365 and Power Platform experts providing comparisons and opinions for the CRM selection process.
An App to Automate Lead Assignment in Dynamics 365 CRM using Round Robin Algorithm
Assigning or allotting Leads to respective sales professionals is a very important task. This task, if not handled properly will result in loss of potential clientele which will eventually lead to low sales and low returns. So, in order to make this task effective and effortless, Inogic introduced a new productivity app for PowerApps & Dynamics 365 CRM – Lead Assignment Distribution & Automation .
Lead Assignment Distribution & Automation allots/assigns incoming Leads automatically in Dynamics 365 CRM to respective sales professionals in an organized way. It ensures that Leads are evenly distributed among the sales team members, thus collectively enhancing the productivity of entire team. This increases sales and results in achieving higher ROI.
Now, let’s have a look into few features of Lead Assignment Distribution & Automation.
The most important feature of this app is to assign or distribute Leads using Round Robin & Capacity Algorithm . The below illustration showcases two teams Pre-sales and Post-sales using two different methods to assign Leads - Round Robin Algorithm & Capacity Algorithm.
Round Robin Algorithm
The Pre-sales team consists of three members – Sam, John and Mary. Here, the incoming Leads will be assigned automatically in a systematic way. The first lead will be assigned to Sam, the second lead to John, the third lead to Mary and the fourth lead will be again assigned to Sam. In this way, there will be fair & square distribution of leads among the team members.
The Post-sales team consists of three members – Missy, Jacob and Leena. Here, the leads are assigned based on the capacity of each team member to handle the workload given to them. As illustrated the capacity of each lead is considered as 25 units and the team members are given capacity depending upon their workload and capability to handle it. So, Missy is given 0 capacity, Jacob is given 50 and Leena is given 100. In accordance with this no new lead will be assigned to Missy, whereas, Jacob will be assigned 2 new leads and Leena will be assigned 4 new leads. In this way, it can be ensured that no team member is overloaded with work resulting in loss of potential sales.
With these two methods you can easily assign the incoming leads among your team members as per your requirement.
But what about the assignment of already existing leads in your Dynamics 365 CRM? Up until now the sole focus was on assigning upcoming new leads.
How will you assign the already existing leads in your CRM?
For that we have yet another feature which will take care of all these existing leads – Run Assignment.
With Run Assignment you can easily assign the already existing Leads (before the installation of solution) in your CRM to respective team members as per the newly configured assignment rules. You have to just select the leads that you want to assign and click on the ‘Run Assignment’ button. All the selected leads will be automatically assigned to respective team members as per Round Robin or Capacity Algorithm.
With these amazing features Lead Assignment Distribution & Automation ensures that your day-to-day tasks are carried out effortlessly, thereby improving the overall performance of your team and team members.
To know more, download and explore this app from our website.
You can also send us your feedback and suggestions at [email protected]
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Lead Management in Microsoft Dynamics 365 CRM!
As sales teams grow, having a lead management solution becomes vital. The distribution of leads to the right sales representative within the right timeframe is critical to closing sales deals. It helps build a successful business and maintain its sustainable growth.
According to a study by InsideSales, the odds of qualifying a lead drop by 80% after the first five minutes of contact , highlighting the importance of real-time lead distribution. In addition, research by Harvard Business Review found that companies that respond to leads within an hour are 7 times more likely to qualify the lead than those who respond after an hour .
These statistics show the importance of a shorter response time in your sales cycle. And this is where the criticality of a proper assignment of leads and fair distribution comes into play.
In this article, we’ll discuss how sales professionals within the Microsoft Dynamics 365 CRM ecosystem can combat this issue with a productive app called “Lead Assignment and Distribution Automation” and how its features can help them manage leads more effectively.
What is Lead Assignment and Distribution Automation?
Lead Assignment and Distribution Automation is the preferred solution on Microsoft AppSource that methodically allocates and distributes leads or any other work items be it cases or opportunities, among the assigned users of Microsoft Dynamics 365 CRM.
This lead management app automates the distribution of leads to sales reps. It can be configured with criteria that determine which lead will go to which reps based on factors such as territory, skill set, and availability.
Lead Assignment and Distribution Automation is a significant app for three main reasons.
- First, it ensures that leads are assigned to the right reps, increasing the chances of conversion.
- Second, it saves time and resources by automating the lead distribution process. It frees up reps to focus on selling to service more customers.
- Finally, it helps businesses to scale, as they can handle more leads effectively and efficiently.
Let’s explore the impact Lead Assignment and Distribution Automation have on sales conversion in the Dynamics 365 CRM ecosystem.
1. Improving Lead Response Time
One of the most significant factors of improved customer conversion is reduced response time. When a customer reaches out to your business, they expect a prompt response. They will likely move on to a competitor if they don’t get one.
Lead Assignment and Distribution Automation can reduce lead response time by automatically assigning leads to the most available and qualified reps right when it is registered in the CRM. With the feature Automatic Assignment on Update as soon as a lead is created, by default the solution will assign the record to the users as per the lead assignment rules and availability. This ensures that leads are followed up on quickly, increasing the chances of conversion and customer retention.
2. Effective Allocation & Management
Lead Assignment and Distribution Automation ensures that leads are managed effectively, increasing the chances of conversions. It also analyses leads based on their complexity, potential value, and other factors. This analysis enables the fair and effective distribution of leads, ensuring that sales reps with more experienced and less experienced deal with clients as per their skill level.
This allocation can be done using two features:
- Round Robin Assignment – This feature assigns leads in sequential order and each sales rep gets a lead in a loop depending on the criteria set. Multiple round-robin assignments can be created with various criteria.
For example – Clients with simpler requirements or smaller deals can be catered to by the younger or less experienced reps. Another round robin assignment can be created for more experienced reps. These reps can be assigned clients with complex requirements.
- Capacity Assignment – Leads are assigned on the basis of user capacity, wherein each new lead is assigned as per the set base capacity to a rep by their manager. This feature also showcases an ‘Available Capacity’ field which is auto-populated as per available capacity of user and has a functionality to define ‘Work Load’.
For example – A junior sales staff or reps can be assigned with a lower capacity of leads, whereas a senior sales staff or reps can handle a larger capacity of leads.
- Geographical Distribution
Lead Assignment and Distribution Automation allow the geographical distribution of leads. You can assign leads based on geography, ensuring that the most relevant sales reps receive the lead and sever customers better. This improves response time and increases the chances of conversion.
By distributing leads evenly across sales reps based on their location and availability, sales teams can ensure that leads can be communicated in their regional language as well as handle them in a timely and efficient manner.
For example – Suppose you would like to assign leads from countries such as Belgium, Canada, and France to your sales reps that communicate in French. You can simply create a separate assignment role and choose to assign leads as per round-robin assignment or based on capacity. All you would have to do is set the lead assignment rules or conditions under advance setting and the leads will be geographically distributed.
Signup for A Free Trial
Try out this effective lead management automation tool that helps optimize sales teams and drive business growth. By automating the lead distribution process in Microsoft Dynamics 365 CRM, businesses can save time and resources while increasing the chances of conversion.
So, if you would also like to manage your leads more efficiently and effectively, resulting in higher conversion rates and revenue, signup for a free trial today !
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Back to Basics Tuesday Tip #7: Resources for User Groups
This is the seventh post in our series dedicated to helping the amazing members of our community--both new members and seasoned veterans--learn and grow in how to best engage in the community! Each Tuesday, we feature new content that will help you best understand the community--from ranking and badges to profile avatars, from Super Users to blogging in the community. Our hope is that this information will help each of our community members grow in their experience with Power Platform, with the community, and with each other! Today's Tip: Resources for User Groups Once you've launched your Community User Group, we are excited to have many resources available that can help you lead, engage, and grow your User Group! Whether it's access to the Microsoft Community Tenant for User Groups, help with finding speakers for your User Group meetings (both local and virtual speakers), and even finding spaces to have your meetings in--we have the resources you need to make your User Group experience be the best it can be! Microsoft Community Tenant Community Tenant is a free platform where User Group leaders can host virtual events using the Microsoft Teams platform, engage with their communities, share resources, collaborate with fellow organizers, and gain access to best practices and resources. Find out everything you need to know--and how to get started! Just follow the link: Accessing the Microsoft Community Tenant - Power Platform CommunityNeed Help Finding a Speaker or a Space?We happily provide assistance to our User Groups in finding speakers and rooms for your meetings. Simply fill out the request forms below with as much detail and information as possible, and we will do our best to provide you with the assistance you need! Speaker Requests: https://aka.ms/UGSpeakerOptionsRoom Requests: https://aka.ms/UGroomrequest Monthly Featured User Group--And User Group Leader We share a featured User Group AND a featured User Group leader here in the community every month. It's our way of sharing how excited we are for what the User Groups are doing around the world and an appreciation for the hard-working leaders who help make them happen. Nominate a User Group doing great work--or a great User Group leader--today! Nomination Form: https://aka.ms/NominateandshareUG
November 2023 User Group Update: Welcoming New Groups and Upcoming Events
A new month means it's time to celebrate and welcome the new user groups that have joined our community. We are excited to announce that we have more than 25 NEW GROUPS, which is no surprise after the amazing Microsoft Power Platform Conference. This month, we are breaking them out by the different community categories. If your group is listed here, give this post a kudo so we can celebrate with you!Don't forget to take a look at the many events happening near you or virtually! It's a great time of year to connect and engage with User Groups both locally and online. Please Welcome Our NEW User Groups Fabric:Fabric & Power BI User GroupData Governance EnthusiastsDFW Fabric Unified Data and AnalyticsMelbourne fabric user groupMicrosoft Fabric User GroupUK Automotive + Transport | Fabric | PowerBI | DataTeesside University PowerBI by Women for WomenManufacturing User Group Power Platform:New Hampshire Power Platform User GroupUnited States Virtual Power Platform User GroupMiami Power UsersBlack Excellence In The Power PlatformPower Platform User Group UgandaDevSecOps IntegrationBlack Women in Tech Oct 9 GroupHealthcare Life Sciences Power User GroupMicrosoft Learn Student Ambassador - Dominican RepublicNWA Power Platform User GroupOklahoma Power Platform CommunityPower Platform User Group Aba Power Apps:RTP Power Apps User Group Powerapps Honduras Dynamics365:Dynamics 365 CRM User Group - Dallas and Surrounding AreasDUG4MFG | Microsoft Dynamics & Power Platform - Worldwide Events: In Person:Introduction to Microsoft Fabric - In PersonNovember Cleveland Power Platform User Group meeting- In PersonDynUG Høstkonferanse 2023- In PersonPowerAddictsNL Live @Rubicon- In PersonNew Zealand Business Applications Summit- In Person Manchester November 2023 In Person Meeting- In PersonQ4- South West Dynamics 365 and Power Platform User group- In PersonReading Dynamics 365 & Power Platform User Group (Q4)- In PersonDynUG Høstkonferanse 2023- In PersonCambridge in-person meeting - 16th Nov 2023- In Person Virtual: Git Integration with Power BI- VirtualFabric Product Team present | Fabric for Power BI Users- Virtual DynUG Høstkonferanse 2023- VirtualAzure Data Factory Design Patterns- VirtualZürich - 51st Fabric User Group [ONLINE]- Virtual PAK Time (Power Apps Kwentuhan) #4- Virtual Portallunsj - November 2023- Hybrid Dallas Nov 2023 Power Platform UG Meetup- Virtual What I learned at Summit 2023- Virtual
Back to Basics Tuesday Tip #6: Community User Groups and YOU
This is the sixth post in our series dedicated to helping the amazing members of our community--both new members and seasoned veterans--learn and grow in how to best engage in the community! Each Tuesday, we feature new content that will help you best understand the community--from ranking and badges to profile avatars, from Super Users to blogging in the community. Our hope is that this information will help each of our community members grow in their experience with Power Platform, with the community, and with each other! Today's Tip: All About User Groups Being part of, starting, or leading a User Group can have many great benefits for our community members who want to learn, share, and connect with others who are interested in the Microsoft Power Platform and the low-code revolution. Some of the benefits are: Network with like-minded peers and product experts, and get in front of potential employers and clients.Learn from industry experts and influencers and make your own solutions more successful.Access exclusive community space, resources, tools, and support from Microsoft.Collaborate on projects, share best practices, and empower each other. These are just a few of the reasons why our community members love their User Groups. Don't wait. Get involved with (or maybe even start) a User Group today--just follow the tips below to get started.For current or new User Group leaders, all the information you need is here: User Group Leader Get Started GuideOnce you've kicked off your User Group, find the resources you need: Community User Group ExperienceHave questions about our Community User Groups? Let us know! We are here to help you!Missed any of our Back to Basics Tuesday Tips? Get caught up with the whole series here: Back to Basics Tuesday Tips Series
Microsoft Business Applications Launch Event introduces wave of new AI-powered capabilities for Dynamics 365 and Power Platform
Yesterday, at the Microsoft Business Applications Launch Event, Microsoft kicked off the 2023 release wave 2 for Microsoft Dynamics 365 and Microsoft Power Platform, a six-month rollout of new and enhanced capabilities scheduled for release between October 2023 and March 2024. This release wave introduces hundreds of new features across Microsoft Power Platform applications, including enhanced capabilities for governance, administration, and professional development. Updates for Dynamics 365 include innovation to help employees be more productive, create exceptional customer experiences and deepen relationships, and drive meaningful growth across the business. This release also features new AI capabilities in Copilot—which more than 130,000 organizations have now experienced—that help to improve insights, save time, and enhance creativity across Dynamics 365 and Microsoft Power Platform. Read the entire news release and get all the details from the official blog from Microsoft CVP, Charles Lamanna: Microsoft Business Applications Launch Event introduces new AI capabilities - Microsoft Dynamics 365 Blog
October 2023 Community Newsletter
Welcome to our October Newsletter, where we highlight the latest news, product releases, upcoming events, and the amazing work of our outstanding Community members. If you're new to the Community, please make sure to follow the latest News & Anouncements and check out the Community on LinkedIn as well! It's the best way to stay up-to-date with all the news from across the Power Platform and beyond. COMMUNITY HIGHLIGHTS Check out the most active community members of the last month. These hardworking members post regularly, answer questions, give (and earn) kudos, and provide top solutions in their communities. We appreciate you! FLMike trice602 LaurensM ANB AgniusSprong Yewskinnermlc creativeopinion Nived_Nambiar Expiscornovus ManishSolanki Shashank_11 fernandosilva KatieAU inzil2k Haressh2728 hafizsultan242 Lucas001 domliu douicmccaughanwo UPCOMING EVENTS Microsoft Business Applications Launch Event The #MSBizAppsLaunchEvent started today at 9am PST on Wednesday October 25th, 2023. Featuring a great selection of guest speakers including Charles Lamanna, Donald Kossmann, Sangya Singh, Georg Glantschnig, Lori Lamkin, Jeff Comstock, and Mike Morton, this is one FREE virtual event you don't want to miss. You'll be able to discover the latest features across Microsoft #PowerPlatform and #Dynamics365, alongside an in-depth looks at industry-leading, AI-powered capabilities that can help your employees be more productive, deepen customer relationships, and drive meaningful future growth. It's not too late to register, so join the event today: https://msbizappslaunchevent.eventcore.com/ 365 EduCon - Chicago - Oct. 30 - Nov. 3, 2023 The 365 & PWR EduCon - Microsoft 365 & Power Platform Training Conferences brings together leading experts in Power Platform, Microsoft 365, SharePoint, Microsoft Teams, Microsoft Viva, Microsoft Graph, and Azure. Whether you're a newcomer or an experienced user, they'll be a huge range of diverse sessions and workshops tailored to your level of expertise and interests. There's a great selection of guest speakers, including Liz Sundet, Kartik Kanakasabesan, Cathy Dew, Anderson Silva, Gokan Ozcifci, Michelle Gilbert, Jason Himmelstein, Heather Cook, Harysh Menon, Marc Mroz, and more. Click here to read the event guide in Mark Kashman's great blog post. Microsoft Ignite - Virtual Event - November 15-16, 2023 Although the Seattle in-person event is now sold out, you can still connect with the global community virtually for Microsoft Ignite. Featured speakers including Satya Nadella, Vasu Jakkal, Scott Guthrie, Jessica Hawk, Charles Lamanna, Arun Ulag, and many more, Microsoft Ignite is the best place to discover what's next. So, wherever you are in the world, click the image below to register today to learn from keynotes, breakout sessions, and take part in live discussions at no cost. LATEST NEWS Copilot in Power Apps is now generally available! CLICK HERE to check out Ryan Cunningham's latest announcement that Copilot for #PowerApps is now generally available for app makers, opening up a whole new era of low code development. Call For Speakers - European Power Platform Conference 2024 The call is now open for speakers at the 3rd European Power Platform Conference, which will take place in Belgium on June 11-13, 2024. Present your knowledge on the latest innovations across Power Apps, Power BI, Power Automate, Power Virtual Agents, Power Pages, Governance, and Security. The call for speakers is now open until November 30th, 2023, so click the image below to submit your sessions and share your knowledge with the Microsoft Community over three days of in-person learning, connection, and inspiration. LATEST PRODUCT BLOG ARTICLES Power Apps Community Blog Power Automate Community Blog Power Virtual Agents Community Blog Power Pages Community Blog Check out 'Using the Community' for more helpful tips and information: Power Apps, Power Automate, Power Virtual Agents, Power Pages
Back to Basics Tuesday Tip #5: How to Become a Community Blog Author
This is the fifth post in our series dedicated to helping the amazing members of our community--both new members and seasoned veterans--learn and grow in how to best engage in the community! Each Tuesday, we feature new content that will help you best understand the community--from ranking and badges to profile avatars, from Super Users to blogging in the community. Our hope is that this information will help each of our community members grow in their experience with Power Platform, with the community, and with each other! This Week's Topic: How to Become a Community Blog Author We want YOU to be part of the community blog! Sharing your knowledge of Power Platform is an essential part of our community! Here's why: It helps create a vibrant and dynamic community of makers who can learn from each other’s experiences and insights.It provides a platform for collaboration and innovation, where members can share their ideas and work together to develop new solutions.It helps promote Power Platform by showcasing its capabilities and real-world applications.It helps build trust and credibility in the community because you are providing valuable information and resources your fellow community members can use to improve their skills and knowledge. By sharing your knowledge of Power Platform in the community blog, you help us create a more engaged and informed community, better equipped to tackle complex challenges. To get started with blogging across the Power Platform communities, please visit the following links: Power Apps: https://powerusers.microsoft.com/t5/Power-Apps-Community-Blog/bg-p/PowerAppsBlog Power Automate: https://powerusers.microsoft.com/t5/Power-Automate-Community-Blog/bg-p/MPABlog Power Virtual Agents: https://powerusers.microsoft.com/t5/Power-Virtual-Agents-Community/bg-p/PVACommunityBlogPower Pages: https://powerusers.microsoft.com/t5/Power-Pages-Community-Blog/bg-p/mpp_blog When you follow the link, look for a button like the one below on the right rail of your community blog, and let us know you're interested. We can't wait to connect with you and help you get started. Thanks for being part of our incredible community--and thanks for becoming part of the community blog!