A consultant configured the Sales Qualification Agent to tag leads as 'high risk' in a custom Dataverse column when certain signals appear. The sales operations team wants every high-risk tag to automatically create a task assigned to the regional sales manager within five minutes, without requiring reps to check the column manually. Which extension delivers this?
Select an answer to reveal the explanation.
Short Explanation
The requirement here is really about pushing information to someone the moment it changes, not waiting for someone to go looking for it. A flow that watches the column and fires the instant it flips to high risk, then creates and assigns a task on its own, is the only option that actually pushes work to the manager without anyone lifting a finger. A filtered view is the opposite of that: it just sits there waiting for someone to open it, which could easily mean a half-day delay if the manager does not check first thing. A banner on the form has the same problem in a different shape, since it only shows up to whoever happens to have that specific record open, and that is usually the rep, not the manager who needs to act on it. And having the agent mention the manager in its own reply to the rep does not put anything in front of the manager at all, it is just text the rep reads. When you need automatic, timely delivery to a specific person, you need an automated trigger, not a passive display.
Full Explanation
The correct answer is B. A Dataverse-triggered Power Automate flow that fires the moment the high-risk column changes can create and assign a task to the regional manager within minutes, fully automated and independent of anyone remembering to look for it, which matches the five-minute, no-manual-checking requirement exactly. Option A is incorrect because a filtered view is a passive tool that only surfaces information when a manager chooses to open it, such as once each morning, which does not meet the near-real-time, automatic notification requirement. Option C is incorrect because a warning banner only appears to whoever has the lead form open at that moment, typically the rep, and does nothing to actively notify or assign work to the regional manager who may never open that specific record. Option D is incorrect because agent response text is shown to the rep during their interaction with the agent and is not a mechanism for delivering a task or notification to a different person, the regional manager, who is not part of that conversation. Only a triggered, record-driven automation reaches the right person automatically and within the required time.