Categories: Microsoft Power Platform

Qualify Lead using Power Automate

To qualify a lead using Power Automate, use the “Perform a bound action” using the Microsoft Dataverse connector.

  1. First get the lead record by GUID using Get a row by ID connector of Microsoft Dataverse.
  3. After fetching the lead record, use Perform a bound action connector of Microsoft Dataverse.
  5. If you want to create an account after lead qualification select Yes in CreateAccount parameter or else No.
  6. If you want to create a contact after lead qualification select Yes in CreateContact parameter or else No.
  7. If you want to convert this lead to an opportunity after lead qualification select Yes in CreateOpportunity parameter or else No.

Thank you for reading this article hope you find it useful.

Omar Iqbal

Technical Consultant

omar_iqbal

Share
Published by
omar_iqbal
Tags: PowerAutomateQualifyLead
3 years ago

Recent Posts

Create and Update Rows Using a Plugin in Microsoft Dynamics CE (CRM)

Microsoft Dynamics CRM is a powerful Customer Relationship Management (CRM) tool that helps businesses manage…

2 years ago

Assign record owner to specific Team using Power Automate flow in Microsoft Dynamics CE (CRM)

Today we will be going over the steps how to assign owner to specific Team…

2 years ago

Set lookup in Microsoft Dynamics CE (CRM) using JavaScript

Today we will be going over the steps how to set the value of a…

2 years ago

Create and post free text invoice using X++ code

In this article we will see how we can create and post free text invoice…

3 years ago

Sales order confirmation using X++ code

In this article we will be focusing on confirmation of a sales order using X++…

3 years ago

Purchase order confirmation using X++ code

In this article we will be focusing on confirmation of a purchase order using X++…

3 years ago