Solutions Requests
Lead capture
Enquiries read as they arrive, checked against who you already know, and answered before anyone has opened the inbox.
01 / What it looks like running
Start to finish, and where a person still comes in.
01 / Trigger Enquiry arrives
02 / Automated Details read out of the message
03 / Decision Someone we already have?
Known
04 / Automated Added to the existing record, not duplicated
New
05 / Automated Record created and routed to an owner
06 / Automated Acknowledgement sent straight away
07 / Automated Owner told, with everything already filled in
08 / Needs a person The conversation
Automated Needs a person 6 of 8 run without anyone
02 / What stops happening
7 steps become 1.
The struck lines are the ones nobody performs after this is live.
- An enquiry lands in a shared inbox
- Someone opens it, eventually
- They copy the details into the CRM
- They create a second record for someone already in there
- They send a reply, hours or days later
- They work out who should own it
- Having the conversation
03 / Built on
In your tenant, under your licences.
- Power Automate
- Copilot Studio
- Dataverse
Yours may differ. What a process runs on is decided by what it touches, not by what we prefer building with.
Does yours run like this?
It probably runs nearly like this, with two steps that are entirely your own. Those two are the interesting part.