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Convert one entity record into record in a related entity

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Posted on by Community Power Pla...

Hi PAC (PowerAppsCommunity),

The Sales Hub app contains the following functionality: when a lead is qualified then a new contact is automatically created and the lead record is converted into an opportunity.

Can this functionality be implemented using the out of the box features in other MDAs?

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Microsoft Dataverse with Power Apps

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David Jennaway 716 on at

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You can create similar functionality using a workflow and optionally a multi entity Business Process Flow. The workflow would update values in the new record, based on values in the original entity

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EricRegnier 8,720 Most Valuable Professional on at

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Hi @Anonymous,
To supplement a little on the previous post, it is definitely possible to create that structure in CDS with custom entities and custom automation with Power Automate flows and/or classic workflows (for sync process). However Dynamics 365 Sales does come with lots out-of-the-box sales, customer and product management functionalities and a bunch of other bells and whistles like AI to manage your sales lifecycles and analytics. Future thinking, in case you do need those functionalities, it could be a good option to look further into this instead of reinventing the wheel? If not then with your Power Apps licenses, you can create a custom lead and opportunity entities and then optionally add a custom command (aka ribbon) button that invokes the qualification of a lead; create/update new contact and create a new opportunity which you can do in a Power Automate flow.

If you use Power Automate flow (it does run in the background/async), suggest to create your flow from a solution and use the "Common Data Service (current environment) connector. It should chose not to have a custom command button, then can you invoke it with the "Flows" dropdown in the command bar.
Cheers

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