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Customer experience | Sales, Customer Insights,...
Answered

Remain on Phone Call form after Mark Complete?

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Posted on by 25

After selecting Mark Complete on the Phone Call form it goes back to either the Call view or Account from, based on how you got to that Phone Call.  Is there a way to prevent that and stay on that now completed Phone Call? 

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  • Suggested answer
    ashish12 Profile Picture
    3,079 on at
    RE: Remain on Phone Call form after Mark Complete?

    Is there any workflow which is opening the calls?

    I faced the same issue. Check your configs on Phone calls.

  • Scott Lindsoe Profile Picture
    25 on at
    RE: Remain on Phone Call form after Mark Complete?

    Thanks for the reply, but check what configs? Where? What should they then be?

  • LuHao Profile Picture
    40,890 on at
    RE: Remain on Phone Call form after Mark Complete?

    Hi Scott,

    This is by design.

    I would recommend you share this idea with Microsoft.

    experience.dynamics.com/ideas

  • Verified answer
    ba365guy Profile Picture
    2,950 on at
    RE: Remain on Phone Call form after Mark Complete?

    Hi Scott Lindsoe

    Rather than selecting "Mark Complete", you can use "Close Phone Call" button. This will close the call as completed and you can stay on the same page. The compromise is one additional click. 

    pastedimage1576073289200v1.png

    pastedimage1576073373082v3.png

  • Scott Lindsoe Profile Picture
    25 on at
    RE: Remain on Phone Call form after Mark Complete?

    This is great!  It works for my needs.  Much appreciated! :)

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