From the Microsoft Dynamics 365 CRM Blogs: Auto assign leads; Resource allocation; Hierarchical view button; Outbound sales

In this week’s review of the Dynamics 365 CE/CRM blogs:

• Auto assign leads without code using lead scoring & work assignment
• Optimizing resource allocation with the resource search availability API in Dynamics 365 Field Service
• Hierarchical view button not visible
• Tracking outbound sales activity in Dynamics 365 Sales

Auto assign leads without code using lead scoring & work assignment

Writing on her blog, Megan Walker stated that previously she's written about building lead scoring models in Customer Insights – Journeys and explained how the lead scoring qualification feature works. 

However, Walker wrote that she's not all that fond of the qualification process because it’s not ideal for everyone, and it doesn’t automatically assign leads to people based on a specific score. 

She noted that if you’re using Dynamics 365 Sales Premium, Sales Enterprise, or Microsoft Relationship Sales licenses, you can assign leads to specific teams or users once they reach a certain score. 

In her blog post, she explained in detail how to set that up.

Optimizing resource allocation with the resource search availability API in Dynamics 365 Field Service

An author writing on the Inogic blog stated that for businesses using Dynamics 365 Field Service, managing resources well is the key to keeping customers happy and staying ahead of the competition.