Example configuration Microsoft Power Automate to schedule callback when new lead is created
This example shows you how you can use Microsoft Power AutomatePower Automate (previously named Microsoft Flow) is a cloud based solution that enables you to create intelligent automations using secure and automated workflows. to automatically schedule a call when a new lead is created in Dynamics 365
From your Office Portal, go to your Flow App:
Click "My Flows":
Click "New" and "Create from Blank":
Select connector "Dynamics 365":
Select trigger "When a record is created"
Select CRMCRM stands for Customer Relationship Management and is a method/technology for managing your external interactions and relationships with customers. Integrate Anywhere365 with your CRM client to show customer information alongside your inbound and outbound interactions. organization:
Select entity "Leads":
Select "+ New Step":
Select connector "SharePoint":
Select action "Create item":
Fill in needed parameters; use Dynamic Content to include data from CRM into your SP item:
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