Leads were converted manually with frequent duplicate Accounts/Contacts and no automated validation step.
Power Automate flow uses Dataverse Web API to check existing Accounts/Contacts, create records as needed, and link records programmatically.
Automated validation reduced duplicate creation and improved data quality — ≈88% fewer data-errors and a reliable programmatic conversion process.
Technology Stack
Implementation Approach
Here's how we designed and built this solution:
- Power Automate flow that calls Dataverse Web API to search for existing records before creating new ones.
- Conditional logic to create Accounts/Contacts only when they don't exist, and to associate leads correctly.
- Return structured responses to the Canvas App so front-line users see success/failure details.
- Configurable connections to Dataverse so the solution is portable across environments.
Solution Showcase
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Could This Work for Your Business?
Manual processes eating 10+ hours/week
Microsoft 365 (Teams, SharePoint, Excel)
Similar results in 5-20 days
Then yes — let's talk.
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