Dynamics Communities | angie.pitt@itwfeg.com | Activity https://dynamicscommunities.com/community/members/angie-pittitwfeg-com/activity/ Activity feed for angie.pitt@itwfeg.com. Sat, 30 May 2026 23:05:16 -0400 https://buddypress.org/?v=2.21.1 en-US 30 hourly 2 e5c6f9a2db2ba1e523d7aa931ba15fcf angie.pitt@itwfeg.com replied to the discussion How can I automatically assign leads to sales reps in Dynamics 365 Sales? in the forum Dynamics CE / CRM https://dynamicscommunities.com/community/groups/dynamicscecrm/forum/topic/how-can-i-automatically-assign-leads-to-sales-reps-in-dynamics-365-sales/#post-76084 Mon, 07 Apr 2025 14:34:11 -0400 Reply to How can I automatically assign leads to sales reps in Dynamics 365 Sales?

We maintain a custom “assignment” table (via integration) that includes key data used to assign to the right sales rep. For us, this includes zip code, business unit, sales channel, and Sales rep. We have a number of FLOWs that are kicked off when a new lead is created in our system to update data, assign the lead and notify the owner. …

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