Richard Knudson's Dynamics CRM Trick Bag » lead assignment http://www.dynamicscrmtrickbag.com Building business value on Dynamics CRM Fri, 27 Jan 2012 14:42:03 +0000 http://wordpress.org/?v=2.8.6 en hourly 1 Assigning CRM Leads on a Round-Robin Basis http://www.dynamicscrmtrickbag.com/2009/02/20/assigning-crm-leads-on-a-round-robin-basis/ http://www.dynamicscrmtrickbag.com/2009/02/20/assigning-crm-leads-on-a-round-robin-basis/#comments Fri, 20 Feb 2009 23:48:06 +0000 Richard Knudson http://www.dynamicscrmtrickbag.com/?p=47 I’ve been asked about this a few times and hadn’t yet found out how to do it. My strategy was to keep looking until I found a good solution, and it finally paid off. In Ben Vollmer’s blog post, he explains a sweet trick that will let you do this, with a custom “counter” entity you increment to keep track of who the most recent Lead was assigned to.
 
It’s a very nice approach, and solves the problem with no code. 
 
Nice article, Ben!
 
The blog this comes from, by the way, is the MS Dynamics CRM Team Blog, and it’s a very good source of information. You can navigate directly to the workflow section of the blog here: http://blogs.msdn.com/crm/archive/tags/Workflow/default.aspx
 
Richard
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