|
![]() |
#1 |
Участник
|
crmtipoftheday: Tip #1317: Make lead qualification better with Power Automate
Источник: https://crmtipoftheday.com/1317/make...ower-automate/
============== You work on a lead in Dynamics 365–you have several conversations and enter some notes. ![]() ![]() Create a Flow that runs on create of a contact (or account if you are qualifying leads to accounts). Action 1: Get lead record (to get all details) Action 2: Condition: If originating lead equals null, terminate ![]() Action 4: condition: length(outputs(‘List_records’)?[‘body/value’]) is greater than 0 (does #3 return any notes)? If yes, Apply to each and update the note, setting the regarding to the contact. End result? Your lead notes are now linked to the newly created contact. ![]() Источник: https://crmtipoftheday.com/1317/make...ower-automate/
__________________
Расскажите о новых и интересных блогах по Microsoft Dynamics, напишите личное сообщение администратору. |
|
|
|