workfow to copy the info from phoncecall to appointment

(0) Share

Report

Posted on by Community Member

Hello Senior

how to create a workflow to copy the information from the Phone Call into a an appointment, then it will display on CRM Calendar and sync into your Outlook calendar too.

*This post is locked for comments

I have the same question (0)

All responses (9)

Answers (4)

Suggested answer

Rajkumar Rajaraman on at

Like (2)

Report

Hi Lalit,

Watch this video:

www.youtube.com/watch

Hope this helps.

Regards,

R.Rajkumar

"Please mark my answer as verified if you found it helpful"

Was this reply helpful? Yes No
Verified answer

Mahendar Pal 45,095 on at

Like (0)

Report

Could you provide some details when and how you want to do this?

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Actually i want to do following task in CRM

1. High Priority ‘Phone Call’ type activities are displayed on the Calendar is MS Dynamics CRM.

2. Scheduled activities must sync across to Outlook Calendar.

3. Reminders for scheduled activities (regardless of priority) should display for user when they log in.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

High Priority ‘Phone Call’ type activities are displayed on the Calendar is MS Dynamics CRM

Was this reply helpful? Yes No
Verified answer

Mahendar Pal 45,095 on at

Like (0)

Report

You can write plugin/workflow on phone call activity Create message, when phone call is created read it's data and create appointment , because only appointment will be available in calendar.

They can be synchronized to outlook.

Thanks

Was this reply helpful? Yes No
Verified answer

Abed Haniyah 4,287 on at

Like (1)

Report

Hello Lalit,

1-On Phone Calla form add tow fields with Date Time data type ( Start Date and Time , End Date and Time).

2-Create a new workflow on Phone Call entity ( Create A new Appointment when create Phone Call).

3- Make the workflow run when Record Is Created, then add Create Record step :

4- Set the properties for the new appointment as below:

5- Save the workflow and activate it :)

Hope this helps,

Abed.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

but not display

Was this reply helpful? Yes No
Verified answer

Abed Haniyah 4,287 on at

Like (0)

Report

Make sure that your User record is added as a user to the Required or Optional field of the appointment.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Can you take my systme on teamview and see problem .Please i am facing big trouble .

or share screen on skype my skpe id is "lalit.Itinfocube"

Was this reply helpful? Yes No