Combine Phone Call Data with Email Addresses

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Posted on by JonesEA_2018

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Hello,

We want to pull a report that shows who called in on a specific day along with their email address. The call data was easy enough to get but we have not been able to include the email address.

We tried using Phone Calls with Activity Parties but did not get any data returned in our regarding(contact) fields. The phone calls always have the call from field populated. We also tried using just the Activities entity but could not get names and email addresses together there either.

Any suggestions?

Thanks,

Beth

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Activities

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Alex Fun Wei Jie 33,628 on at

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Hi

are you using oob report or ssrs?

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LuHao 40,892 on at

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Hi JonesEA_2018,

Do you want to list their contacts name and email addresses by phone number?

If so, please set Report like this:

For the Email Addresses of Contact you need to select Regarding (Contact) in Record type, Email in Column.

For details on how to create a report, please refer to this article: https://crmbook.powerobjects.com/basics/analytics/microsoft-dynamics-crm-report-wizard/

If I misunderstand your needs, please correct me.

Hope this helps.

Best Regards,

Lu Hao

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JonesEA_2018 250 on at

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Hi Wei,

We're using an OOB report.

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JonesEA_2018 250 on at

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Hi Lu Hao,

This is what we tried to do. None of the fields we selected from regarding(contant) had data in them for the people who called phone call. For the people who emailed this pulled their data.

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Alex Fun Wei Jie 33,628 on at

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Hi Jones,

Please check the phonecall data " regarding" field, are they link to contact?

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LuHao 40,892 on at

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Hi JonesEA_2018,

I recommend using advanced find to see if you could search for relevant contact data.

1) First, we set the search criteria as follows:

Manually enter a contact's phone number to see if it can be found.

2) Then, we set the search criteria as follows:

Manually enter the start date and end date of the phone activity to see if you can search for contacts who have a call during this time period.

Please check if the above two points are successful.

Hope this helps.

Best Regards,

Lu Hao

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JonesEA_2018 250 on at

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Hi Wei,

The Regarding fields are a mix of accounts, contacts, and cases. Mostly accounts.

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JonesEA_2018 250 on at

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This does work, Lu Hao.

The regarding fields are a mix of mostly accounts with just some being contacts or cases so we're not getting the data we want. For now we've decided to use two reports, export the data, then use vlookup to find the email addresses for people who called in the day before.

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LuHao 40,892 on at

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Hi JonesEA_2018,

The type of record directly associated with Case is Customer. Customer is a type of record, relationship between a customer and a partner in which either can be an account or contact.

However, Customer cannot be directly used as a record type in the report.

So we could set Regarding (Account), Regarding (Contact), and Regarding (Case) in the report. This allows you to search through all three types of records. Just add these three record types to the column.

Hope this helps.

Best Regards,

Lu Hao

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JonesEA_2018 250 on at

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Thanks, Lu Hao.

Even with adding all the different regarding fields I don't get exactly what I want.

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