Generating a New Phone Call based on the "Next Follow Up Field" when Completing a Phone Call Activity

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Hello everyone,

I want to generate a workflow that when you complete a phone call, it creates a new phone call based on the information filled out in the Next Follow-Up field of the completed phone call.

I want the Follow-Up date on the phone call that will be completed to become the Due Date for the new phone call. I could not figure out how to make a field pull data from an old activity to a new one.

Is this possible?

Here is what I had so far..

Thank you for your help,

Courtney

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LuHao 40,890 on at

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RE: Generating a New Phone Call based on the "Next Follow Up Field" when Completing a Phone Call Activity

Hi CourtneyR11,

What type of the field "Next Follow-Up"?

Could you give an example of the contents of this field?

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RE: Generating a New Phone Call based on the "Next Follow Up Field" when Completing a Phone Call Activity

Here is an image of what the fields look like for me in the "Phone Call" activity. Is this not an out-of-the-box feature?

Thanks,

Courtney

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LuHao 40,890 on at

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RE: Generating a New Phone Call based on the "Next Follow Up Field" when Completing a Phone Call Activity

Hi CourtneyR11,

Are you using D365 On-premise v8?

We can use workflow to create a new phone call based on the completed phone call.

The workflow is set like this.

Select the right scope, select Record is created and Record status changes.

Add a step - Check Condition, set Phone Call, Activity Status, Equals, Completed.

Then add a step - Create Record, select create Phone Call. Select the corresponding fields.

Could you tell me where are you currently stuck?

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RE: Generating a New Phone Call based on the "Next Follow Up Field" when Completing a Phone Call Activity

Oh, my concern was that I thought the regarding "phone call" field would be referring to the current phone call rather than the past one.. This is perfect then. Thank you very much for your help, I appreciate it!

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