Skip to main content

Notifications

Announcements

No record found.

Service | Customer Service, Contact Center, Fie...
Answered

Auto-generated call reports

Posted on by 14

Hi all,

could it be possible to auto-generate reports (e.g. PDFs) containing the participant list and call duration after a Remote Assist call has finished? Maybe with a Power Automate workflow or something similar?

BR

  • Raiden Profile Picture
    Raiden 35 on at
    RE: Auto-generated call reports

    Hi BogdanB,

    Thank you so much for your tips! I think you are entirely correct that we are missing a piece of the puzzle in order to put everything together.

    I understand we can generate reports and download the excel data, but how would an admin access the raw data from the Teams call/meeting database using a database connector (Via Power Automate)?  

    If I can gain access to both databases from Power Automate, you are right, we could target the specific RemoteAssistCallId to match with Teams meeting/call ID, hopefully then we can enumerate the participants of the call.  

    I would first need some way to access the database of Teams Past Meetings, and search for the "Meeting or call ID", but (open ended question,) how can Admins gain read-access to this Teams Meeting database?

  • Raiden Profile Picture
    Raiden 35 on at
    RE: Auto-generated call reports

    Hi ProdVis,

    I also can replicate that "Owner" is outputting "systemuser",  
    I wonder if there is a way to Get Record from Phone Calls table, Owner Column, First Row,> Output to String. 

  • BogdanB Profile Picture
    BogdanB on at
    RE: Auto-generated call reports

    Hi Raidennn,

    The full list of participants is not provided in the Phone Calls table for calls made from Remote Assist, so in order to obtain such list, you'd need to do some additional querying...

    I'm not sure which data source provides that information (what abilities do users have when it comes to querying Teams data?), but if that could be of interest, please note that values in the RemoteAssistCallId column in PhoneCall entity correspond to the Teams call ID. As such, if you're able to find a data source with Teams data containing all the participants for a call, you can join it with Remote Assist data in PhoneCall table using that column.

    Hope that helps!

    Thank you,

    Bogdan

  • RS-05071740-0 Profile Picture
    RS-05071740-0 167 on at
    RE: Auto-generated call reports

    Hi ProdVis and support!,

    I see that "Owner" and "Created By" columns seem to contain the same data and it would be great to extract the text from those entries.

    Were you able to successfully extract the text from your make.powerapps.com/.../ Tables>Phone Calls>Owner column?

    What was the fix to fully extract the text from the entry?  

    Edit: To add to this, does anyone know a way to extract the phone call recipients, or participants of the call (and not just the Owner of the Remote Assist call)?

    Ultimately, I want to: Send an automated email to the call recipient/participant asking them to click on a survey link.

  • ProdVis Profile Picture
    ProdVis 14 on at
    RE: Auto-generated call reports

    Hello Bogdan,

    at first, thanks for your answer. Basically the suggested approach works except for one thing:

    The "Phone Calls" table has a column named "Owner", wherein the caller is recorded. E.g., if I go to "Tables > Phone Calls > Views > All Phone Calls", I see this column and the correct entries indeed.

    However, when I create a flow with Power Automate and the "When a row is added, modified or deleted" trigger, the owner is always the "systemuser" - no matter who actually made the corresponding call, that has triggered the flow.

    Do you know how I could fetch the actual caller during such a flow?

    BR,

    Lukas

  • Verified answer
    BogdanB Profile Picture
    BogdanB on at
    RE: Auto-generated call reports

    Hi,

    Since D365 Remote Assist logs data in Dataverse to provide Calls Dashboard (see documentation: docs.microsoft.com/.../calls-dashboard), it may be possible to achieve some of your ask. Please note that participant list is NOT provided as part of that data, and the entries for calls dashboard are logged from the perspective of Remote Assist user (for example, the call duration will reflect the time RA user spent in that call, and the total duration of the call could've been longer).

    I believe you may be able to use the "When a row is added, modified or deleted" trigger to create a Flow:

    docs.microsoft.com/.../

    (and the general steps of how to create such flow will be similar as is the case for Asset Capture documented here: docs.microsoft.com/.../integrate-power-automate)

    With the user of "Phone Calls" table, monitoring for the desired field update (in your case, the column "msdyn_ActualDurationSeconds" appears to be of interest).

    Hope this helps!

  • ProdVis Profile Picture
    ProdVis 14 on at
    RE: Auto-generated call reports

    Hi Nya,

    thanks for the link, but the docs only show how to use asset captures as flow triggers. Unfortunately, I could not find a way how to use something like "Remote Assist call ended" as a trigger :-(

    BR

  • Suggested answer
    Nya Profile Picture
    Nya 29,056 on at
    RE: Auto-generated call reports

    Hi,

    Please refer to the following documentation to achieve your request.

    Integrate Dynamics 365 Remote Assist with Power Automate - Dynamics 365 Mixed Reality | Microsoft Docs

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans