Example: Convert Buyers to Leads in Dynamics 365 (deprecated)

How to convert buyers to leads in Microsoft Dynamics 365

Prerequisites

Notes

  • This flow is triggered via multiple Tasks, one per Narrative in Aptivio App (Challenges, My Opps, Opp Browser)​. It creates an “Aptiv Task” Entry for each Narrative that their process “Add to Lead” Flow can monitor​
  • Our Narrative and related Buyers and Signals is synchronized as well

Convert Buyers to Leads in List View

  1. Download the following template flow (template link coming soon).
  2. Go to flow.microsoft.com and login into your account.
  3. Select the environment where you want to add the flow.
  4. Import the flow into your environment following these instructions.
  5. Connect to your Dynamics Environment and choose the app Aptiv Sales Narratives.
  6. On the menu choose Narrative Buyers.
  7. Select the buyers you want to convert.
  8. Click on Flow -> Convert Buyers to Leads.

Convert Buyers to Leads on Narrative View

  1. Download the following template flow (template link coming soon).
  2. Go to flow.microsoft.com and log into your account.
  3. Select the environment where you want to add the flow.
  4. Import the flow following these instructions.
  5. Connect to your Dynamics Environment and choose the app Aptiv Sales Narratives.
  6. On the menu choose Narrative Buyers.
  7. Click on the buyer you want to convert.
  8. Click on Flow -> Convert Buyers to Leads.