A company has a website. The website includes a form that allows the company to collect information about leads.
You need to set up an automated workflow to create leads in Dynamics 365 Sales when leads are created on the company's custom website.
What should you create?
To set up an automated workflow to create leads in Dynamics 365 Sales when leads are created on the company's custom website, you should use Power Automate flow. Power Automate is a versatile automation tool that allows integration between various systems, including custom websites and Dynamics 365 Sales. By creating a Power Automate flow, you can set triggers on the website form submissions and actions to create lead records in Dynamics 365 Sales, ensuring a seamless and automated process.
I am glad there is no comment here. I'm tired of comments at this stage :)
It can be tiring you know...
To set up an automated workflow to create leads in Dynamics 365 Sales when leads are created on the company's custom website, you should create a Power Automate flow. In this case, you would create a Power Automate flow that would monitor the website's form for new lead submissions. When a new lead is submitted, the flow would create a lead record in Dynamics 365 Sales with the information collected from the website form.
Seems correct, considering that you take the trigger from a custom website
B. Power Automate flow
CoPilot agrees with Power Automate Flow
I feel the same way. :)