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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Phone Call Campaign Ac...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Phone Call Campaign Activity not displayed as needed

(0) ShareShare
ReportReport
Posted on by Mr_Know_It_All 20

Dear all,

I feel like I am missing something with campaign activities. I want to assign phone calls to all leads in a marketing list of an activity.

However, the overview does not show essential information such as lead name and the company that lead belongs to. Also, in the phone call activity itself, the "regarding" field references to the campaign activity and not to the lead, so in the general overview of all activities, you can not display essential information for the phone call such as name of the person or the company name. There must be another way to set this up right?

pastedimage1662971963470v1.png

Unbenannt2.PNG_2D00_640x480.png_2D00_640x480.png

I have the same question (0)
  • Suggested answer
    Yuri ji Profile Picture
    Yuri ji Microsoft Employee on at

    Hi,

    You can map the customer’s name to the Description field via Power Automate.

    Please refer to my steps below:

    1. Set “When a row is added” as a trigger.

    pastedimage1663062939528v1.png

    2. Filter out this new row and “ToRecipient”.

    pastedimage1663062952487v2.png

    pastedimage1663062976450v4.png

    3. Map the customer’s name to the Description field.

    Description: 

    @{items('Apply_to_each')?['_partyid_value@OData.Community.Display.V1.FormattedValue']}

    pastedimage1663063079541v1.png

    4. View results

    Create phone call from marketing List(“Case0913” and “PhoneCall2” were created before running flow).

    pastedimage1663063024162v6.png

    pastedimage1663063034867v7.png

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
11manish Profile Picture

11manish 165

#2
ManoVerse Profile Picture

ManoVerse 161 Super User 2026 Season 1

#3
Zhilan Profile Picture

Zhilan 49

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans