Search Order Number and show phone/email history

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Posted on by abRoval

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.

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abRoval 10 on at

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RE: Search Order Number and show phone/email history

Worked! Thank you
Abdul Wahab 12,070 Super User 2024 Season 1 on at

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RE: Search Order Number and show phone/email history

Hi abRoval,

You can full fill your requirement using Quick Find View.

Add your columns in Find By

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
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