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Process for creating phone call activity

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Posted on by eemathis

We have a list of a few thousand accounts that we need to add a phone call activity to. I set-up what I thought was a pretty basic process to run this update on-demand, but even though it appears to run successfully, no activities are being added. Any ideas what I am doing wrong?

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empath-e CRM 1,136 on at

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What are the properties set to? Also, have you checked the Workflow Process Session to ensure it has completed successfully?

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Bipin D365 28,983 Moderator on at

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HI,

I followed below steps and it worked on my instance.

I create new on-demand workflow on Account Entity and Creating New Phone Call record-

I mapped all fieds as per below screenshot -

Now I ran the workflow for 50 records from advanced find -

When I check records created Today from advanced find in Phoen call entity, I see 50 records -

Phone Call Activity is your custom activity Entity?

Have you verified the records from Advanced find?

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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