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.

I have the same question (0)

All responses (3)

Answers (0)

Sort by

Naveen Ganeshe 3,397 User Group Leader on at

Like (0)

Report
Copy link

Link copied!

Hi Manish,

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

Was this reply helpful? Yes No
Suggested answer

Harish M Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
Suggested answer

Bipin D365 28,985 Moderator on at

Like (0)

Report
Copy link

Link copied!

Hi,

Follow below article to create task from lead using workflow.

ledgeviewpartners.com/.../

Please Mark My Answer Verified If I Were Helpful

Was this reply helpful? Yes No