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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Auto-populate call to ...
Microsoft Dynamics CRM (Archived)

Auto-populate call to field on phone call activity from Case

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Posted on by Community Member

Hi there,

When adding a phone call activity from a case record, I need the 'call to' field to be auto-populated with the consumer associated with that case. I tried making a workflow that is triggered when a phone call is created and populated the call to field with the consumer regarding the case. I then tried mapping the consumer field to the call to field. Both options did not work. 

Can anybody help me as I am out of ideas. Do I need to write script or a plugin to achieve this?

Thank you

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  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    I believe script is a good solution for you.

  • Community Member Profile Picture
    Community Member on at

    Can the script interact with the OOB Activity/Notes quick create shortcut on a custom case entity?

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hi,

    What kind of interaction do you want to get? If you want to populate field in Social Pane - unfortunately that's not possible...

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