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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,
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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