Phone calls created for parents account need to be created for child accounts also

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Posted on by Praveen_e04

Hi All,

When a phone call is created for a parent account, then the same phone call needs to be created for the child accounts as well.

What's the best option to do that?

I appreciate any help!

Thanks,

Praveen.

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Answers (1)

Praveen_e04 60 on at

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RE: Phone calls created for parents account need to be created for child accounts also

Sure. Here you go.

Thanks,

Praveen.
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Bipin D365 28,981 Moderator on at

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RE: Phone calls created for parents account need to be created for child accounts also

Hi,

Could you please send screenshot of your flow configuration to check your issue.

Please mark my answer verified if i were helpful
Praveen_e04 60 on at

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RE: Phone calls created for parents account need to be created for child accounts also

Hi Clofly,

Sorry for the delayed response.

I have followed steps mentioned in your post, but it failed. Not sure what mistake I am doing, as I am new to Power automate.

FYI - In our environment, Phone Call has renamed to "Interaction".

Thanks,

Praveen.
cloflyMao 25,208 on at

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RE: Phone calls created for parents account need to be created for child accounts also

Hi Praveen,

Thanks, I will wait for your feedback.

Regards,

Clofly
Praveen Kumar Ellappa 160 on at

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RE: Phone calls created for parents account need to be created for child accounts also

Hi Clofly,

Thanks for the response. I will try on Power Automate and let you know how it goes.

Regards,

Praveen.
cloflyMao 25,208 on at

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RE: Phone calls created for parents account need to be created for child accounts also

Hi Praveen,

Is it working for you?

Or please let me know whether you still have any doubt. :)

Regards,

Clofly

Please kindly mark as verified if you had found any answer helped, it would be really appreciated.
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cloflyMao 25,208 on at

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RE: Phone calls created for parents account need to be created for child accounts also

Hi Praveen,

It's recommended to use Power Automate to achieve such requirement.

1. Create a solution in PowerApps, then create a flow from the solution:

2. Important: please use "Common Data Service(current)" connector throughout.

3. Overview of flow, due there are many steps in the flow,

so next I will only post screeshot with description for each one action.

However, steps of whole process are easy and you will get same flow finally.

4. Action 1, it's obvious that trigger flow on creation of phone call.

5. Action 2, retrieve "Call To" parent account id from related Activity Party records.

When we populate "Call To" field with a record and save a phonecall, system will automatically generate a corresponding record(Activity Party) which contains phonecall activity id and "Call From"/"Call To" record id.

It could be said that this type of record is a connection.

When participationtypemask field of the record equals to 2, it stands for "Call To".(1 stands for "Call From".)

So filter is _activityid_value eq 'phone call id' and participationtypemask eq 2

6. Action 3, we can now retrieve child accounts.(The outer "Apply to each" will automatically appear and surround "List records" action.)

Filter here is _parentaccountid_value eq 'party id value',

_partyid_value is a field of Activity Party entity, which is used to stands for "Call To" record id.(parent account)

7. In final action(4), we will create phone call only when child account exists.

Due to phone call is activity type record, so we should set Call To and Call From fields by way below:

Activity Party Attribute Name - 1:

Call From

Activity Party Attribute Value - 1: (plural)

/systemusers(owner of parent phone call)

Activity Party Attribute Name - 2: (click ellipsis icon to add new row)

Call To

Activity Party Attribute Value - 2:

/accounts(child account id)

Result:

Create a phone call for Contoso, Ltd

Other phone call activities will be created for child accounts.

You could take article below as reference for how to create activities with Power Automate.

https://www.inogic.com/blog/2020/02/creating-activities-using-power-automate-flows-now-possible/

Regards,

Clofly
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meelamri 13,216 User Group Leader on at

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RE: Phone calls created for parents account need to be created for child accounts also

I will use a plugin. You can also use Flow for this scenario