To complete our scenario from the previous blog post, we have to create Flow number 2:
On status change of the lead: if qualified, then set the regarding field at the document location record to the qualifying opportunity.
Here is the overview of the Flow:
When a Lead is qualified, the Qualifying Opportunity field is populated, so we use this field as Attribute Filter in the trigger…
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Automate SharePoint Document Locations creation in Dynamics 365 CE your way with Flow (2) – There’s Something About Dynamics 365
Automate SharePoint Document Locations creation in Dynamics 365 Customer Engagement your way with Microsoft Flow. Get instant integration on lead qualification.
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