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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Recording phone calls

Customer experience | Sales, Customer Insights,...

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Recording phone calls

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Posted on by A Doecke

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This may be a dumb question, but is there a way to close a phone call of in the same step as when you first enter a call?

I can only work out how to essentially schedule a call that is open, and then you have to close it in a seperate step...

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Bipin D365 28,985 Moderator on at

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Hi,

When you create Activity as phone call from navigation you have Mark complete ribbon button which will essentially mark the phone call complete.

is this what you are looking for?

Please mark my answer verified if i were helpful

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A Doecke 65 on at

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Thanks

I had been using the quick create form starting from the timeline on a contact, and that doesn't have the mark complete button on it. I guess i will have to adjust the Quick create form to include it.

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