Skip to main content

Notifications

Copilot Studio - Calling Actions from Copilot S...
Under review by Community Managers

Under review

Thank you for your post! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Saving a lead into customer insights CRM from The ChatBot

Posted on by
I have Created a custom bot using Microsoft copilot studio, I have Created a topic in which I am getting the information in the user response such as Name, email, number  what I want to do is save that information and create a lead using that information using Microsoft dynamics CRM - Customer insights - where i have the option to view all the leads from a campaign what I want to do is save that created lead into  the leads part inside customer insights.
Categories:

Helpful resources

Quick Links

Microsoft Kickstarter Events…

Register for Microsoft Kickstarter Events…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Announcing Forum Attachment Improvements!

We're excited to announce that attachments for replies in forums and improved…

Leaderboard

#1
WarrenBelz Profile Picture

WarrenBelz 145,567

#2
RandyHayes Profile Picture

RandyHayes 76,287

#3
Pstork1 Profile Picture

Pstork1 64,907

Leaderboard

Featured topics