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

1. From your Office Portal, go to your Flow App:

   

2. Click "My Flows":

   

3. Click "New" and "Create from Blank":

   

4. Select connector "Dynamics 365":

   

5. Select trigger "When a record is created"

   

6. 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:

   

7. Select entity "Leads":

   

8. Select "+ New Step":

   

9. Select connector "SharePoint":

   

10. Select action "Create item":

    

11. Fill in needed parameters; use Dynamic Content to include data from CRM into your SP item:

    

12. Click "Save":