How to Assign owner to lead record according to State/Province via Power Automate flow – YouTube

Manish chauhanYouTube9 months ago595 Views



Learn how to automatically assign owners to lead records based on State/Province in Dynamics 365 CRM using Power Automate. This step-by-step tutorial covers the use of the Switch Case and Update a Row actions to efficiently map states to specific owners.
 
 
This video consists of:
00:00-00:45 Introduction and use case
00:45-02:11 Requirement explanation
02:11-02:30 Create Power Automate flow
02:30-03:02 Configure trigger step
03:02-04:25 Use of Switch case
04:25-04:38 Update a row
04:38-05:50 Way to get owner record Guid
05:50-07:22 Update row for lookup field
07:22-07:26 Save and Test
07:26-08:43 Flow testing

 
#powerautomate #d365crm #LeadAssignment #SwitchCaseFlow #automationtutorial #dynamics365 #powerautomate #bulkupdate #d365crm #crmautomation #powerplatform #techtutorial #dataverse #powerautomate #powerapps #microsoftsoftware #microsoftdynamics #microsoftdynamics365 #dataautomation #dataverse #tutorial #microsoftflow

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