Dynamics 365 CommunityForums Microsoft Dynamics CRM forum Create a New Lead When...

Create a New Lead When Opportunity With Specific Criteria is Lost

(0) Share

Report

Posted on by DannySmith

I am looking to create an automated business process flow that triggers when an Opportunity with specific criteria is Closed as Lost. We have a custom field in the Opportunity entity called "Bid Management" and if we have any Opportunity with this field set to "Yes" that is subsequently set as "Lost" status, I would like the system to trigger the creation of a new Lead with (if possible) a specific follow up dated task also created so we can reconnect with the Customer at a later date to explore follow on complementary sales potential. Can I use Power Automate to do this or perhaps the standard "Business Rules" functionality from within the Advanced Settings/Solutions" menu?

Any advice would be welcome

Categories:

Development / Customization / SDK

All responses (2)

Answers (0)

Suggested answer

Amit Katariya007 6,407 Moderator on at

Like (0)

Report

RE: Create a New Lead When Opportunity With Specific Criteria is Lost

You can create a Power automated flow as it will more flexible compared to normal workflow.
Suggested answer

Naveen Ganeshe 3,393 Moderator on at

Like (1)

Report

RE: Create a New Lead When Opportunity With Specific Criteria is Lost

Hi Danny,

Yes. You can use Power Automate to do this. Also, you can do this with a system workflow that will be triggered based on the opportunity status