Import Calls activities automatically

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Posted on by marcumirza

Hello,

I am looking forward to implement a tracking of mobile phone calls into CRM.

The company I work for uses mobile phones to call clients and stay in touch with them mostly.

All the calls are saved into a 3rd party app which is tracking them and distribute the call to the available salesperson.

Do you know any possible way to create a flow which creates automatically the phone call activity into timeline when a salesperson talks to the client?

Thank you!

Kind regards,

Marcu

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marcumirza 6 on at

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Import Calls activities automatically

Hello Partner,

Thank you for the solution!

This might work and it will be efficient. I will try it out. :)

Kind regards,

Marcu
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Leah Ju Microsoft Employee on at

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Import Calls activities automatically

Hi Partner,

Maybe you can integrate a softphone dialer in Dynamics 365 Sales.

A softphone dialer provides a simple and integrated way to call customers from within Microsoft Dynamics 365 Sales. The communications that take place are captured as phone call activity in Dynamics 365 Sales.

https://learn.microsoft.com/en-us/dynamics365/sales/sample-softphone-integration

Or you can import data to create records:

https://learn.microsoft.com/en-us/dynamics365/sales/import-data?tabs=SESP