During our 4-week implementation, we will develop a custom routing solution that enables you to easily configure complex routing scenarios in your Dynamics 365 environment
Routing rules ensure that records are automatically routed to the right people at the right time. A routing rule consists of a set of conditions and a destination user/team. If the rule condition is met, then the record is automatically routed to specified user/team. However, out of the box (OOB) routing rules are limited and do not support businesses with complex routing needs.
As part of this offering, we will evaluate your existing routing scenarios, develop a custom routing solution, and integrate it with your existing Dynamics 365 environment.
Note: The scope of this offering is defining routing rules for single entity with depth of 1 (i.e., a rule can be based on entities directly related to the main entity). If solution requires routing rules that must be defined for depth > 1 and with dependency on multiple entities, then we will evaluate and share implementation plan for the same.