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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 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":