How to create records using workflows in Dynamics 365?

Scenario:

In a large organization, it’s getting difficult to manage leads follow-ups because of the high volume.

The organization is using D365.

Most of the salespeople forget to follow-up with leads on time and hence the leads-to-customer conversion is going down every single day.

Ultimately, the organization is losing business every day.

Suggested Solution:

Whenever a new lead is created, D365 should automatically create two follow-up reminders and assign to the responsible salesperson.

Perform the following steps:

  • Go to Settings > Processes.
  • Click New.

  • Specify the following fields and click Ok.
    • Process Name: Create 2 Follow-up Tasks on Lead Creation
    • Category: Workflow
    • Entity: Lead
    • Run this workflow in the background (recommended): Yes
    • Type: New Blank Process

  • Check the Workflow header settings and change the Scope to “Organization”. Note: If you define the scope as “User” then you need to set the Owner under Administration tab.

  • Now define the following conditions and set properties:

  • Activate the Process.

  • Go ahead and create a new Lead.

  • Since it’s a background process so there will be slight delay. After which you can see that the desired tasks are created automatically based on the trigger.

  • Open the task to see more details.