web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
FastTrack for Dynamics 365 forum
Unanswered

How do I download text transcript for a "Phone Call" in Dynamics?

(0) ShareShare
ReportReport
Posted on by 98
Dear All
 
I hope someone can point me in the right direction.
 
On a Dynamics "Phone Call" record, if the phone call resulted in a conversation with the customer [and thus there's a "Call Summary" tab], I can see the transcript on the screen in alphanumeric characters. It's also there as an audio recording. But there's a version of the transcript in alphanumeric text. I'm after the text version of the transcript. Why can I not download it? How can I get hold of it?
 
Screenshot - why can't I download this transcript? You can't SaveAs, and you can't Copy&Paste.
 
 

I need to download this text transcript into a file [ideally as a JSON file, but HTML will do].
 
How do I do this? In other words, how do I download the transcript text? It's the text I'm after, not the audio file.
 
If a try to copy+paste the text under "Transcript", it doesn't include all the text. If I right-click and choose "Save-As", I get the full HTML from the whole page, but I can't see where the transcript is in that HTML. There's a lot there, and it doesn't seem like it's possible to extract the text transcript in any way.
 
By the way, if I look at a Dynamics "Conversation" record, you can see the transcript there (assuming that a conversation took place). There's a "Download transcript" button available for you to use. But there's no "Download transcript" button for a "Phone Call" record.
 
Screenshot: "Conversation" has a "Download transient" button. Why not "Phone call"?
 

Happy to do this as an API call if someone knows how to do this.
 
Why is it that there's a "Download transcript" button for a "Conversation", but not for a "Phone Call"?
 
QUESTION: How does one download the "Phone Call" script transcript. Copy+Paste doesn't work. Nor does right-click -> "Save As".


 
Phone call - how to download.png
Conversation - there's a download button.png
Categories:
I have the same question (0)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > FastTrack for Dynamics 365

#1
11manish Profile Picture

11manish 4

#2
RD-11061520-0 Profile Picture

RD-11061520-0 2

#2
sannavajjala87 Profile Picture

sannavajjala87 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans