web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Atribuir Tarefa - Power Automate - CRM

(0) ShareShare
ReportReport
Posted on by

lá, pessoal!

 

Criei um fluxo no Power Automate com a seguinte condição:

 

Ao criar um Lead no CRM, caso o campo Tipo esteja preenchido como PROSPECTADO, as atividades devem ser atribuídas de forma automática.

 

O fluxo é processado com êxito, porém a tarefa não é criada e tampouco fica vinculada à tabela Lead.

 

Alguém já passou por esse problema ou saberia o que pode estar faltando na configuração?

 

Agradeço desde já pela ajuda!

 

~

Hey everyone!
I created a flow in Power Automate with the following condition:
When creating a Lead in the CRM, if the Type field is filled with PROSPECTED, the activities should be assigned automatically.
The flow is processed successfully, but the task is not created nor is it linked to the Lead table.
Has anyone else experienced this problem or know what might be missing in the configuration?
Thanks in advance for your help!

Categories:
I have the same question (0)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Pallavi Phade – Community Spotlight

We are honored to recognize Pallavi Phade as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
MVP-Daniyal Khaleel Profile Picture

MVP-Daniyal Khaleel 125

#2
Tom_Gioielli Profile Picture

Tom_Gioielli 97 Super User 2025 Season 2

#3
Erin Lubben Profile Picture

Erin Lubben 73

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans