UST Auto Assignment for Dynamics 365

por UST Global

UST Auto Assignment for Dynamics 365 streamlines task distribution for enhanced team efficiency.

The UST Auto Assignment for Dynamics 365 solution is a revolutionary tool designed to transform how sales and service sector teams manage and distribute their workload. Built to integrate seamlessly with existing systems, this solution leverages advanced workflows and plugins to automate the assignment of tasks, ensuring a balanced and efficient distribution of work among team members. It caters to the specific needs of various organizational roles, from System and Support Admins to Business Users, by providing a customizable and user-friendly interface.

The UST Auto Assignment for Dynamics 365 solution is not just a tool but a strategic asset for organizations looking to optimize their task distribution processes, thereby enhancing overall efficiency and productivity.

Key features:

  • Configurable Assignment Rules: Offers the flexibility to set up Direct Assignment, Round Robin, and Load Balancing rules, allowing organizations to tailor the distribution of tasks according to team dynamics and workload.
  • Direct Assignment: Enables tasks to be assigned directly to specified users, ideal for specific tasks that require particular expertise.
  • Round Robin Methodology: Ensures an equitable distribution of tasks by initializing and resetting a custom field “counter,” thus evenly distributing assignments among team members.
  • Load Balancing: Assigns a maximum number of records to users within a selected team, promoting a balanced workload and preventing overburdening.
  • Seamless Integration: Designed to integrate effortlessly with existing systems, enhancing the existing workflow without significant disruptions.
  • User-Friendly Interface: Provides an intuitive and easy-to-use platform for all user levels, ensuring a smooth adoption process.

Customer benefits:

  • Enhanced Productivity: Automating the assignment process significantly reduces manual effort and errors, leading to increased team productivity.
  • Balanced Workload Distribution: Ensures a fair distribution of tasks, preventing burnout and underutilization of team members.
  • Operational Efficiency: Streamlines task management, leading to more efficient operations and better utilization of resources.
  • Improved Service Quality: With a balanced approach to task assignment, team members can focus on delivering higher quality service.
  • Customizable to Business Needs: Adaptable to varying business requirements, ensuring that the solution fits perfectly with the unique needs of each team.
  • Time-Saving: Reduces the time spent on managing and assigning records & tasks, allowing team members to focus on core responsibilities.

Microsoft Technology Used: Dynamics CRM, C#

Industries: Education, Financial Services, Retail & Consumer Goods, Government, Healthcare, Hospitality & Travel, Telecommunication & Media

Applicable Products: Customer Service, Project Operations, Field Service, Marketing, Power Apps, Project Service Automation, Sales

About UST

For more than 20 years, UST has worked side by side with the world’s best companies to make a real impact through transformation. Powered by technology, inspired by people and led by our purpose, we partner with our clients from design to operation. Through our nimble approach, we identify their core challenges, and craft disruptive solutions that bring their vision to life. With deep domain expertise and a future-proof philosophy, we embed innovation and agility into our clients’ organizations—delivering measurable value and lasting change across industries, and around the world. Together, with over 33,000 employees in 30+ countries, we build for boundless impact—touching billions of lives in the process. Learn more at

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