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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Import Calls activitie...
Customer experience | Sales, Customer Insights,...
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Import Calls activities automatically

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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
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  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    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.
    Or you can import data to create records: 
     
     
  • marcumirza Profile Picture
    marcumirza 6 on at
    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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