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Phone Call summary is not putting the contact record name

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Posted on by Community member

17

When making a phone call through the Teams dialer and recording the call, the call summary is generated, the regarding and calling to field have been automatically completed when the call enters matching with the phone number, however in the call summary tab in all the places in the report it is not giving me the name of the contact is generating it with the phone number:

Also in the /Action items/ is not automatically putting the contact linked to the phone call:

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Community member 17 on at

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Phone Call summary is not putting the contact record name

Hi Dengliang Li,

In my case I have an existing contact and is the one detected automatically making the call:

So I expect that the attendees is automatically linked to the contact detected and the phone number changed to the caller name:

Thanks for the help!
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Dengliang Li Microsoft Employee on at

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Phone Call summary is not putting the contact record name

Hi,

The issue you have encountered is an expected behavior.

This occurs when the customer you are calling is not an existing contact.

You can refer to the video link below.

Dynamics 365 Conversation Intelligence (youtube.com)

In this video, the same situation as yours occurs.

Best Regards,
Dengliang Li

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