Automating task creation once Sales Person create lead?

(0) Share

Report

Posted on by Manish Uprety

Hello Team,

I wan to design LMS system where when my salesperson create a new lead, it should automatically create the new task for follow-up. I am able to automate send email using workflow but I am having problem with creating new task. If any body have better idea please share with me.

All responses (3)

Answers (0)

Suggested answer

Bipin D365 28,964 Super User 2024 Season 1 on at

Like (0)

Report

RE: Automating task creation once Sales Person create lead?

Hi,

Follow below article to create task from lead using workflow.

ledgeviewpartners.com/.../

Please Mark My Answer Verified If I Were Helpful
Suggested answer

Harish M on at

Like (0)

Report

RE: Automating task creation once Sales Person create lead?

Hello,

You can use you flow to automate this. Please refer below article

docs.microsoft.com/.../connection-dynamics365

Best Regards,

Harish M

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums
Naveen Ganeshe 3,393 User Group Leader on at

Like (0)

Report

RE: Automating task creation once Sales Person create lead?

Hi Manish,

Can you share the issue that you are facing while creating the new task?