Dynamics - Add Lead activity

The Add Lead Activity step creates a Task or Phone Call on a Lead record in Microsoft Dynamics 365 Sales, with no fallback to a Contact if no Lead is found.

Add Lead Activity step configuration in Dynamics

Step configuration

When you add this step to a Journey, configure the following fields:

• Subject (required): the title of the activity in Dynamics, for example "Follow-up Call" or "Send Pricing Guide".
• Description: additional details or notes for the person completing the task.
• Activity Type: log the activity as either a Task or a Phone Call.
• Owner (required): the Dynamics user assigned to the activity.
• Schedule: an optional delay before the activity starts, for example "Schedule to start in 2 days".

Strict Lead matching

Because this step is designed for Leads, eMarketeer uses a strict search process:

• eMarketeer searches Dynamics exclusively for a matching Lead.
• If a Lead is found, the activity is created and attached to that Lead record.
• If no Lead is found, the step is skipped and no activity is created. eMarketeer does not attempt to find or update a Contact record.