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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?
Sleep Tight
PowerNapps
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
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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