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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How can we create a ta...
Customer experience | Sales, Customer Insights,...
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How can we create a task automatically in outlook when the lead is created in Dynamic CRM?

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Posted on by Manu Moreno 26

Dear Colleagues!

We have a question... We have implemented Microsfot Dynamics CRM in our company and we need to know if it is possible, when a lead is created in our CRM, that this action sends a task to the owner in his outlook. Our idea is to create a task in his outlook so that the owner has an alert and knows that he has to manage the lead.

Is this possible? If the answer is not yes, ¿do you know another way for create a alert to the owner outside the Dynamic platform, for example: send sms, whatsapp, or other channel?

How can we create a task automatically in outlook when the lead is created in Dynamic CRM?

Thanks in advance!

I have the same question (0)
  • Verified answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,119 Moderator on at

    Hi Manu Moreno,

    It can easily be achieved by using Power Automate.

    If you enabled integration between outlook & CRM and you can see your task in outlook then you just need to create a task against the lead. 

    If you do not want to integrate outlook with Dynamics CRM in this case you can send an email to the lead owner.

    This all is easily done by Power Automate on the creation of a lead.

    If I answer your question then please mark it as verified.

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

  • Verified answer
    Goloknath Profile Picture
    Goloknath 1,843 User Group Leader on at

    Hi Manu,

    Greetings! As per my understanding on lead assignation we are already creating the task for the lead owner in CRM system right ? 

    Problem statement is only you want to sync that to outlook client so that he/she will get reminder to take the action. If that is the case it can be achieved out of box way without writing any flow just by performing server side synchronization of tasks.

    Here is a reference blog how he is doing appointment sync you follow the same for task -

    https://nishantrana.me/2022/03/22/how-to-synchronize-appointments-between-dynamics-365-and-outlook-using-server-side-synchronization/

    Please mark it verified if this helped you. Thanks!

  • Manu Moreno Profile Picture
    Manu Moreno 26 on at

    Dear Colleague

    Thank you very much for your quick response and your help. We will test your solution as soon as possible and write to you about whether our problem is solved.

    Have a nice day!

    Kind regard!

  • Manu Moreno Profile Picture
    Manu Moreno 26 on at

    Dear Colleagues

    Thank you very much for your quick response and your help. We will test your solution as soon as possible and write to you about whether our problem is solved.

    Have a nice day!

    Kind regard!

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,119 Moderator on at

    Hi Manu Moreno,

    You are welcome. I will be waiting to hear feedback from you.

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

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