Round-Robin Record Assignment
| I get asked about round-robin lead assignment in Dynamics CRM a lot. It almost qualifies as a meme, at least my own little personal meme. The challenge is that there’s no persistence in Dynamics CRM workflows: one workflow doesn’t know anything about another one, and there’s no reading from or writing to disk. | Need to learn about workflows in Dynamics CRM? Consider my one-day live online class, Building Workflows in Dynamics CRM, which also includes a copy of my book on the topic. |
In an article on the Dynamics CRM team blog, Ben Vollmer first described an elegant and very CRM-ish solution to the problem. I wrote up a step-by-step how-to on it, and I use it as an example in the training sessions I do. But it occurred to me recently that I’d never actually recorded a video on it, so here it is.
First, in the brand new (to me, anyway) HD format YouTube supports:
And if you prefer, or just want to compare, here’s the old low-def version:
If you need to learn how to build workflows in Dynamics CRM 4, check out my book on Lulu, or consider attending one of my Building Workflows sessions in the Dynamics CRM Essentials series.
Cheers!
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