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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Workflow that creates ...
Microsoft Dynamics CRM (Archived)

Workflow that creates a note in the record of the recipient of a phone call? - Hear me out... not as complicated as it seems

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Posted on by clacka 65

Hi,

If I make a phone call to a contact, I would like to generate a Note in that contact's Notes page about the phone call.  This is because if I print the person's record, their notes are there, but not the activities.  And if I print the activities, the notes are not there.  

 So my solution is to create a note with all of the informtion of a phone call whenever a phone call is completed.  I can get pretty close, but I can't do it. 

 Any help?

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  • a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hi, Clacka.

     

    You should create workflow which will be triggered on an change state of phone call and add step create  record and choose annotation entity there.

  • clacka Profile Picture
    clacka 65 on at

    Thank you Andriy,

    Unfortunately, when you create a workflow that is triggered by a change of status of a phone call, you can only add a note to that phone call.  You cannot add a note to the recipient of that phone call. 

    Maybe I am missing something, but I could not do it.  :(

    For example, if I am calling Joe Banana about XYZ Company, I would like the completion of the phone call to generate a note on both Joe Banana's record and on XYZ's record.  If I could use the "Recipient" field and the "Regarding" field to trigger notes to be made on their records, that would be great.  Unfortuantely, you can only trigger a note to be generated on the Phone Call activity record.

    Thanks again for your input and I would really appreciate any other feedback you might have!

    Clacka

  • a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

     Yes, Clacka.

    You are right. In this case it is impossible to implement  without custom development. In this case I think the best way is to redevelop report you use.

  • clacka Profile Picture
    clacka 65 on at

    Thanks again.  I guess I will just wait and see what happens in the next version. 

    Spasibo?

    Clacka

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