Trigger: New lead created or modified in Dynamics 365 (or Salesforce).
What this automates: Eliminates the gap between lead creation and rep awareness. The assigned rep receives an AI-generated lead summary in Teams within minutes — with full context on who the lead is and what they need — and a follow-up task is created automatically.
Lead created in CRM (automated)
A new lead record is added or modified in Dynamics 365. The Power Automate flow triggers immediately on the create/modify event.
AI lead summary generated (automated)
Copilot calls the Lead Summary outbound action, passing the Lead ID. The AI-generated summary is stored in a Compose step.
Teams notification sent to rep (automated)
A Teams message is posted to the lead owner with lead details and the Copilot-generated AI summary.
Follow-up task created in Planner (automated)
A Planner task is created for the assigned rep with a 24-hour due date.
24-hour reminder sent if no action (automated)
If no action is logged within 24 hours, a reminder Teams message is sent to the rep.