How to capture the Call to field in Phone call activity

(1) Share

Report

Posted on by EL-04100959-0

Good day.
I want to capture the last date an activity was done on a lead. To accomplish this, I used the Regarding (Leads) field in power automate but this does not work for me because the sellers don't use the regarding field for the leads but for the reason they made the phone call. Is there a way to get the "Call to" field information and to update the lead records last activity date column.

Categories:

Microsoft Dynamics CRM

All responses (2)

Answers (0)

EL-04100959-0 4 on at

Like (0)

Report

How to capture the Call to field in Phone call activity

Hi Amit

Thank you for answering so quickly.
I am not sure I understand what you are referring to.

Are you saying I should "populate" the Regarding field with the record of the lead?
Suggested answer

Amit Katariya007 7,425 Super User 2024 Season 1 on at

Like (0)

Report

How to capture the Call to field in Phone call activity

Hello User,

Do you want to capture last Activity record created on a lead record ?

If yes then you can query Activity (logical name : actionpointer) entity with regarding as the lead.

Thank you,

Amit Katariya