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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Phone call entity in B...
Microsoft Dynamics CRM (Archived)

Phone call entity in Business process flow

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Posted on by Community Member

I want to have a stage in the business process flow that will guide the user to make a phone call to a contact/lead. I guess the best way is using a phone call entity. 

My question is what happens when the contact doesnt answer the phone in the first attempt. I want to user to schedule a future phone call for himself and repeat doing that until he reaches the contact.

Is there a recommended way to build a BPF that supports this need?

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  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

    have you consider to achieve it by create a two option field? Set it to yes when the phone call is reached to contact else stay at No and show some meaningful message to user.

  • Community Member Profile Picture
    Community Member on at

    Hi,

    Where on which stage entity do you suggest the option set to be - on the phone call stage entity.

    The thing is i want my users to be able to create another phone call future scheduling as part of the business process flow and to move to the next stage only after reaching the contact by phone.

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    hi,

    on the main entity itself, create a field  put it on the business process flow.

    Disabled the field using javascript and show the message to user if the stage is reached.

    Set the field to yes via workflow or plugin when user created the phone call and mark as completed.

    but this is my own opinion, because I prefer less field on BPF.

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