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Unanswered

Search Order Number and show phone/email history

Posted on by 10

Hi everyone,

I am working with Dynamics 365 Customer Service Hub, and we are looking for a way to find phone/email activity when searching for an Order Number. In other words, is there a way to enable a search parameter to view if there are any phone calls/email activity associated with an order number?

We believe there might be a way by using the string value of the order and delivery field. 

Thank you.

  • abRoval Profile Picture
    abRoval 10 on at
    RE: Search Order Number and show phone/email history

    Worked! Thank you

  • Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Moderator on at
    RE: Search Order Number and show phone/email history

    Hi abRoval,

    You can full fill your requirement using Quick Find View. 

    pastedimage1666027440967v1.png

    Add your columns in Find By

    pastedimage1666027489977v2.png

    If I answer your question then please mark it as verified.

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

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