Round Robin Functionality for Dynamics 365
In several recent Microsoft Dynamics 365 projects that Preact has worked on we have encountered requirements to configure round robin processes.
Often, these are applied for activities but can also be set for any standard Dynamics entity such as work orders or leads, as well as any custom entity.
In using a round robin configuration, workloads can be more evenly distributed within a team to ensure efficiency and enable quicker response times.
The first step will be for an admin user to specify what Dynamics 365 entity is to be used for the round robin functionality.
Next, a group of users is selected to define which people will be included in this workflow. Within the flow, a trigger is configured to launch the round robin functionality. For example, round robin rules could be triggered when a task is created or updated.
Keeping with an activity scenario, this means that when a new task is created the record will be automatically be assigned to the next person in the user pool based on the round robin configuration.
Round robin processes provide a structured approach for allocating work to avoid individual users being overwhelmed. To ensure an even spread of activities, marketing leads, cases or any other actions that are managed in Dynamics 365, round robin workflows are a reliable and effective way to fairly smooth out work distribution.
Please get in touch to find out more about round robin workflows and how these can be configured in your Dynamics 365 system.