Lead Response

New Dynamics 365 Lead → Teams Alert + Planner Task

New Dynamics 365 leads automatically generate a factual Teams owner alert and assigned Planner follow-up task using native Power Automate, without a Copilot API call.

Automated
Intermediate
Triggered by new Dataverse Lead; task due 24 hours after processed time
Dynamics 365/Dataverse + Power Automate + Teams + Planner

This workflow is part of Pro

The full trigger setup, the step-by-step build, and every prompt it uses are included with Promptifi Pro.

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