Assignments

Overview

FocusLive Advanced Assignment Add-on for Dynamics CRM enable you to make better resource allocations, balance your workload and reduce delays of different process in your organization.


FocusLive Advanced Assignment Add-on for Dynamics CRM enable you to make better resource allocations, balance your workload and reduce delays of different process in your organization.

 

 

• Balance workload by assigning records to utilized users. By viewing how many activities and other records such as cases, accounts,  leads, opportunities etc. are owned by each user and team you can assign sophisticatedly different records to the right users or teams


• Assign by availability, Use the Check In / Check Out feature in order to inform about user availability and then assign records to online users and reduce delay times


• Can be configured to work with any user or team owned entit and work with different set of fields for each entity


• Filter and sort the Users and Teams in order to focus only relevant record
 

 

Brochure
 
Solution : Assignments
Screenshots