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Hi
I have created a below flow and want to update it when the form is submitted and meets all the stages. After notifying the dealers we want to track the lead in Dynamics. Meaning want to create a closed loop process. Instead of hoping that the resellers will action the leads, we can use D365 to track the lead, including a due date. If someone can help with this
Hi @anubha007
Thanks, I just wanted to make sure I understood, so the contacts already exist and now you have an incoming lead. I wasn't sure what your Lead generation channels were, whether these are hot or cold leads, if the Account and or Contact (or if you go by Customers) instead.
If you already had the Contacts in the System and you want to add leads to it, I don't know if you all of customized the Leads Entity/Table or not.
But assuming you have the Contacts Already, you need to first get the Id of the Contact Record with a List Rows.
Once you have the correct record, now you create your Lead Record. Then you Update the Contact Record with the lead LookUp value which you just created.
That's the Master / Child relationship I meant
If you didn't have anything you would
1. Create the Lead and Get the Id
2. Create the Contact, using the Id from #1 to fill in for the LookUp from Contact to Lead
If you have any other records that you need to associate with Lead
1. Create those Records First so you have their Id's
2. Create the Lead using the Id's of those to associate any lookUps
3. Create the Contact
Now some people do it in other order, since they want to capture the Contact information for sure, and that works too, then its just a Hybrid order.
To each him own 🙂
If I have helped you, I would really appreciate if you please Mark my answer as Resolved/Answered, and give it a thumbs up, so it can help others
Cheers
Thank You
Michael Gernaey MCT | MCSE | MCP | Self-Contractor| Ex-Microsoft
https://gernaeysoftware.com
LinkedIn: https://www.linkedin.com/in/michaelgernaey
Hi, absolutely, thats easy.
1. Form gets submitted
2. Get the form details.
3. Use Dataverse Action Add a new row
4. Select the Lead Entity (table) and any other that you want to populate
5. Configure them
Now, one caveat is, lets say you want to add something to Dataverse. And that something has a lookup to another Entity/Table
Then you would create the Master first, and then in the child, you would use the Output ID from the Masters Create in the LookUp.
Or depending of the direction of the look, you might actually create the child first, then in the master use the Childs Create output ID.
If you also need like specific help with the tables to populate as well I am taking?
@FLMike , So sorry for the confusion. I want to ask if there is a way a flow can be created when a form is submitted, and a lead gets generated in the dynamics with a response and due date. Meaning that instead of tracking it through emails, everything is tracked in the system. I hope I have clarified
Hi @anubha007
So sorry I am not exactly sure what you want help with. Your flow seems good, are you saying you just don't know how to create the Lead in Dynamics?
Or Close the Loop on it? Just want to provide what you need 🙂
Thanks!
If I have helped you, I would really appreciate if you please Mark my answer as Resolved/Answered, and give it a thumbs up, so it can help others
Cheers
Thank You
Michael Gernaey MCT | MCSE | MCP | Self-Contractor| Ex-Microsoft
https://gernaeysoftware.com
LinkedIn: https://www.linkedin.com/in/michaelgernaey
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