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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Using Set Recurrence f...
Microsoft Dynamics CRM (Archived)

Using Set Recurrence for phone calls

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Posted on by CRM-Dev 135

Hello,

I was wondering if it's possible to use set recurrence for phone calls activities. I need the ability to create future phone call activities based on Set Recurrence configuration.  Any help is well appreciated

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  • CRM-Dev Profile Picture
    CRM-Dev 135 on at
    RE: Using Set Recurrence for phone calls

    Thanks Alex!

    That confirmed what I was thinking about.

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Using Set Recurrence for phone calls

    Hi,

    Recurrence for phone call activities is not available out of the box.

    But, you can

    First approach

    1. [View:https://www.powerobjects.com/2012/09/20/how-to-create-automatic-follow-up-activities-in-crm-2011/:750:50]

     

    Second approach - if you want to achieve exactly the same in Task.

    1. Create a html page

    2. Create a custom entity.

    3. Create a button in Phone Call , open the html page that show the related field you created in custom entity.

    4. Create a console application that run everyday to help you create the phone call record based on the criteria you set in custom entity

    But it required a lots of efforts.

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