How can I automatically assign leads to sales reps in Microsoft Dynamics 365 Sales based on territory or product interest?

Customer Engagement
1

Hi everyone,
I’m currently setting up lead management in Microsoft Dynamics 365 Sales and want to streamline the process of assigning leads. Ideally, I’d like leads to be automatically routed to specific sales reps based on either:

  • Their geographic territory (e.g., region or country), or
  • The product/service the lead is interested in.

Is there a native way to do this within Dynamics 365 Sales, or would I need to use Power Automate or a custom workflow? Any best practices or examples would be really helpful.

Thanks in advance!

1 Like
2

Dynamics 365 Sales doesn’t natively support complex lead routing, so for assigning leads based on territory or product interest, Power Automate is the best option. You can build flows that trigger on lead creation and route them using conditional logic. For more advanced needs, consider using custom workflows or plugins.