Create Lead Table

Question

Could you provide some details as to the columns required to create the lead data verse table for the exercise located on the following page. https://learn.microsoft.com/en-us/training/modules/build-approval-flows/6-branching

Answer 1

Hi Phill Swift,

Thank you for reaching out to us on Microsoft Q&A forum.

Yes, you can create a Lead table in Dataverse if you don't already have it. However, please note that you'll need an environment with a Microsoft Dataverse database and Dynamics 365 Apps enabled (this applies only to work or school accounts).

If you don't have Dynamics 365 Apps enabled, you can still create a custom Lead table, but you'll need to manually add the appropriate columns to follow along with the example provided in the exercise.

We tried the process on our end, and everything is working fine as expected. Kindly refer to the attached screenshots for your reference, which shows the successful creation of a Lead table in Dataverse.

Here are the steps to create a Lead Table in Dataverse if you haven’t done so already:

1. Open Power Apps:

• Go to Power Apps and sign in.
  • Navigate to Dataverse > Tables > New Table.

1. Configure the Table:
   • Set the table name to Lead.
   • Add necessary columns such as:
   • Lead Name
   • Email
   • Phone Number
   • Company Name
   • Lead Source
   • Lead Status
   • Save the table.

After creating the Lead table in Dataverse, your Power Automate flow can interact with it, automating the process of adding new lead records.

If you are still facing any issue, please let us know in the comments and where you are encountering this error along with the screenshot for reference. We are glad to help you.

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