Example configuration Microsoft Power Automate to schedule callback when new lead is created
Introduction
This example shows you how you can use Microsoft Power Automate to automatically schedule a call when a new lead is created in Dynamics 365
Configuration
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From your Office Portal, go to your Flow App:
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Click "My Flows":
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Click "New" and "Create from Blank":
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Select connector "Dynamics 365":
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Select trigger "When a record is created"
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Select CRM Customer Relationship Management, or CRM, is (usually) a software-based, data management method to deal with interactions with customers and potential customers. organization:
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Select entity "Leads":
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Select "+ New Step":
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Select connector "SharePoint":
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Select action "Create item":
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Fill in needed parameters; use Dynamic Content to include data from CRM into your SP item:
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Click "Save":