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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Phone Call using the A...
Microsoft Dynamics CRM (Archived)

Phone Call using the Activity Feed is automatically completed

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Posted on by sclarebout 180

Hi guys

just noticed something: when using the activity feeds menu to add a Phone Call with due date in the future (tomorrow/next week/next month) the Phone Call is completed when you click the OK button! 

Look at the example I added via Imgur

   

Anyone has the same experience? Or how do you approach this? 

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I have the same question (0)
  • Verified answer
    prt33k Profile Picture
    prt33k 6,907 on at

    Hi,

    This is by design. Not much you can do about it.

    community.dynamics.com/.../241638

    Thanks,

    Prateek

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    You can download then import a solution that will allow you make the orgdborgoption changes

    archive.codeplex.com/

  • Suggested answer
    Khoa Truong Profile Picture
    Khoa Truong on at

    I contacted Microsoft and there is a way to change this. Hope it helps.

    Add a phone call, task, email, or appointment activity to a case or record

    docs.microsoft.com/.../add-phone-call-task-email-appointment-activity-case-record

    There is a specific note that addresses this behavior:

    ***

    Note

    By default, every phone call activity that you add in context of a record is marked Completed when the record is saved at least once. If you do not want every phone call activity to be marked Completed by default, you can use the OrgDBOrgSetting MakeSocialPanePhoneCallCompleted and set it to false. Learn more about OrgDBOrgSettings.

    However, if you add a phone call activity to an unsaved record, or if you create a new activity and then set the Regarding field of the activity to another entity record, the activity is set to an Open state. You can click the Complete link to close the activity as Completed. The Complete link is available only after you save the case record at least once.

    ***

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