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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to capture the Cal...
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How to capture the Call to field in Phone call activity

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Posted on by EL-04100959-0 16
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.
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Microsoft Dynamics CRM
  • EL-04100959-0 Profile Picture
    EL-04100959-0 16 on at
    How to capture the Call to field in Phone call activity
    Good day Amit
     
    Sorry for only replying now - life happens.
    Yes I want to capture the last "completed" "successful" date and activity type on a lead.
    I managed to pull this off using the "regarding" field and a lead record is selected when creating an activity.
    But my concern is, is that a seller can pick from opportunities, cases and so on and not only leads in the "regarding" field.
    If they pick from any other table (entity) as Lead in the "regarding" field, then I cannot capture the last completed successful activity and update the lead record.
     
    So I was hoping to make use of the "call to" field to get the lead record.
    I hope this makes more sense.
  • EL-04100959-0 Profile Picture
    EL-04100959-0 16 on at
    How to capture the Call to field in Phone call activity
    I am busy creating a power automate flow that is triggered when an activity (phone call, task, email, appointment) is completed and then capture the date against the corresponding lead/contact.
    This flow then captures the date and activity type and stores it in 2 separate columns in the lead's tables.
    We can then use this info to see when last an activity was done on a specific lead/contact.
    This currently works because we make use of the Regarding field with the corresponding lead record, but as soon as a seller select an opportunity/case etc then this doesn't work.
     
    So back to the phone call activity I was hoping to get the "Call To" field information in the power automate flow to update the lead/contact record.
     
    I hope this sheds some light on the challenge, and thanks in advance.
     
    PS: I did try rollup fields, but it didn't work.
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,089 Super User 2025 Season 1 on at
    How to capture the Call to field in Phone call activity
    I need some more details what you want to achieve and what details you are storing in CRM.
  • EL-04100959-0 Profile Picture
    EL-04100959-0 16 on at
    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 Profile Picture
    Amit Katariya007 10,089 Super User 2025 Season 1 on at
    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 

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