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As a Customer Service Manager I want an auto phone call activity created for the Sales Team responsible for an acct. when remaining terms of customer reaches 5 so Sales can contact the customer to renew or upgrade the entitlements and to continue customer support
Hi Serge Pilaet,
Would you please describe your scenario a little more precisely?
Hi,
You can easily achieve your requirement with Power automate.
Trigger your power automate on Account/Custom Entity Remaining Terms field.
Check if Remaining Terms is<=5 -> Create Phone Call Activity -> Set Regarding field to Account and Owner to Sales team.
You can also use classic Real Time/Background workflow as well.
Please mark my answer verified if this is helpful!
Regards,
Bipin Kumar
Follow my Blog: xrmdynamicscrm.wordpress.com/
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