web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Desire Opportunity to ...
Microsoft Dynamics CRM (Archived)

Desire Opportunity to open Phone Call with Call To as a Contact

(0) ShareShare
ReportReport
Posted on by Community Member

Currently, when a user adds a Phone Call activity from our Opportunity page, the new Phone Call form opens and inserts the Account name in the Call To.  We added a dedicated field for Contact to the Opportunity form.  How do I get the Contact name (rather than the Account name) into the Phone Call form's Call To field?

*This post is locked for comments

I have the same question (0)
  • Krishnam Raju Profile Picture
    Krishnam Raju on at

    Hi Martin,

    By default, the Call to field is set to Contact when being created from an Opportunity.

    Thanks,

    Krishna

  • Community Member Profile Picture
    Community Member on at

    We would like to point from the default Opportunity->Contact field to an Opportunity->Primary Contact field (a custom field).  Any ideas?

  • Suggested answer
    Krishnam Raju Profile Picture
    Krishnam Raju on at

    Hi Martin,

    Basically the Call To field on the Phone Call is a party list.  The only way is to use JavaScript on the onload event and set the  Call To field to the desired one.

    Thanks,

    Krishna

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans