Where to get Lead Table for Exercise

Question

Where to get Lead Table for Exercise

Lucas Anonym 20

Im currently doing this exercise:

https://learn.microsoft.com/en-us/training/modules/build-approval-flows/6-branching

However I cannot find the Lead table, it says that if the table does not exist I should create it. But I dont know its design.

Is there a CSV I could import? Or am I missing something I have a free developer subscription.
I also noticed I there is no search functionality in the forum so I could not even look up if someone elese asked this already.

Alot of Tables exist but not Lead:
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Lucas Anonym 20 Reputation points

2024-10-30T08:58:36.4466667+00:00

It says:

An environment with a Microsoft Dataverse database and Dynamics 365 Apps enabled. (Applicable only for work or school accounts). If you don't have the Dynamics 365 Apps enabled you can create a "Lead" table, but you need to add the appropriate columns to follow along with the example.

I could not find that in PowerAutomate but in the Power Platfrom Admin Center I found this:

Some are activated some are not and some are not configured. Do I need to enable a specific one for this example?

3 answers

Your answer

Lucas Anonym 20 Reputation points

2024-10-30T08:58:36.4466667+00:00

It says:

An environment with a Microsoft Dataverse database and Dynamics 365 Apps enabled. (Applicable only for work or school accounts). If you don't have the Dynamics 365 Apps enabled you can create a "Lead" table, but you need to add the appropriate columns to follow along with the example.

I could not find that in PowerAutomate but in the Power Platfrom Admin Center I found this:

Some are activated some are not and some are not configured. Do I need to enable a specific one for this example?

Answer 1

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Answer 2

Hi Lucas Anonym,

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

To proceed with the Lead table exercise, you may need an environment with Dataverse and Dynamics 365 Apps enabled (for work or school accounts). If it’s unavailable, create a custom Lead table in Dataverse with fields like Lead Name, Email, Phone Number, Company Name, Lead Source, and Lead Status.

Alternatively, check the Power Platform Admin Center to see if enabling the Sales or Customer Service app provides the Lead table.

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

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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.

If you found the information helpful, we would greatly appreciate it if you could acknowledge it by selecting the Accept Answer & Upvote options.

Kiran P 8,250 Reputation points Microsoft External Staff Volunteer Moderator

2024-11-01T03:27:26.4733333+00:00

Hi Lucas Anonym,

Just checking in to see if you had a chance to see my previous answer. Please let me know if it was helpful and don't hesitate to reach out to us if you face any issue.

If you have found the answer provided to be helpful, please click on the "Accept answer/Upvote" button so that it is useful for other members in the Microsoft Q&A community.

Answer 3

Lucas Anonym 20

Thank you for your answer.

Sadly I could not find the dynamic 365 app Lead or Sales in Power Platform Admin Center.

Am I doning something wrong? I have an free Microsoft 365 developer Renewable E5 subscription.

Do they not provide the dataverses for the practise examples? What can I do?

D365 apps Dynamic 365 apps User's image

Kiran P 8,250 Reputation points Microsoft External Staff Volunteer Moderator

2024-11-01T11:23:06.23+00:00
Hi Lucas Anonym.

To create the Lead table for your exercise in Microsoft Power Platform, you can manually create it, especially if you do not have access to the pre-built tables available in Dynamics 365. Here’s a step-by-step guide:

Creating the Lead Table

Access the Power Apps Portal:

Go to Power Apps.

Select the appropriate environment from the top right corner.

Create a New Table:

Click on Tables in the left navigation pane.

Click on New table.

Name the table "Lead".

Add Necessary Columns:

Include the following columns based on standard Lead entities:

Lead Name (Text)

Email (Text)

Phone (Text)

Company Name (Text)

Status (Choice) with options such as "New", "Contacted", "Qualified", etc.

Created Date (Date and Time)

Save and Publish:

After adding the necessary columns, make sure to save and publish your changes.

Additional Considerations

Free Microsoft 365 E5 Developer Subscription: With this subscription, access to Dynamics 365 apps may be limited. Here’s what you can do:

Check Environment: Ensure you are in the correct environment in the Power Platform Admin Center.

Explore Trials: Consider using a trial version of Dynamics 365 for access to more features.

Enabling Dynamics 365 Apps: If you see various apps listed in the Power Platform Admin Center, enabling Dynamics 365 Apps typically requires a paid subscription. If you’re using a free developer subscription, you may not have access to all features. However, creating a custom table should suffice for your exercise.

If you found the information helpful, we would greatly appreciate it if you could acknowledge it by selecting the Accept Answer & Upvote options.
Kiran P 8,250 Reputation points Microsoft External Staff Volunteer Moderator

2024-11-02T04:31:05.8666667+00:00

Hi Lucas Anonym,

Just checking in to see if you had a chance to see my previous answer. Please let me know if it was helpful and don't hesitate to reach out to us if you face any issue.

If you have found the answer provided to be helpful, please click on the "Accept answer/Upvote" button so that it is useful for other members in the Microsoft Q&A community.

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Where to get Lead Table for Exercise

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