Automated Note Creation

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Posted on by SS-30051759-0

Hello All -

I'm relatively new to the Dynamics platform. I am looking for a method to automatically create a note in a leads timetable when a specified field is changed.

Any help would be appreciated.

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Adrian Begovich 1,027 Moderator on at

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Automated Note Creation

Hi,

This article explains how to create a note record using Power Automate. You just need to change the trigger to run when the specified field changes, and you need to modify the body of the add a new note action to set the Regarding (Leads) field.

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Verified answer

Dengliang Li Microsoft Employee on at

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Automated Note Creation

Hi,

You can also implement this with Workflow.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li

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