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



  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 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:

  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":