No more cherry-picking – Automate Assignment of Leads/Cases in Microsoft Dynamics 365 CRM!
This post is a video tutorial focused on automating the assignment of leads and cases in Microsoft Dynamics 365 CRM. The video demonstrates how cherry-picking can be eliminated by implementing automation. The tutorial guides users through the automation process, empowering them to optimize their workflow and manage leads and cases more efficiently.
The automation process frees users from the burden of manually selecting leads and cases, which can be time-consuming and potentially lead to errors. The video highlights the steps involved in configuring automation, enabling users to streamline their workflow, and enhance collaboration across teams. By automating the assignment process, organizations can improve their operational efficiency, minimize errors, and boost their bottom line.
If you're a Dynamics 365 CRM user looking to streamline your lead and case management, this informative video tutorial equips you with the knowledge and skills to automate assignment using Microsoft's powerful automation tools.
The link to the video: https://www.youtube.com/watch?v=Qmmn9cQOJVE
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