News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Import Calls activitie...

Customer experience | Sales, Customer Insights,...

Answered

Import Calls activities automatically

(0) Share

Report

Report

Posted on by marcumirza

6

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

All responses Img

All responses (2)

Answers Img

Answers (1)

marcumirza 6 on at

Like (0)

Report

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
Verified answer

Leah Ju Microsoft Employee on at

Like (1)

Report

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

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2

Martin Dráb 230,198 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans