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Automate phone call activity for sales team on a treshold of terms in Customer Service

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Posted on by SergeP

As a Customer Service Manager I want an auto phone call activity created for the Sales Team responsible for an acct. when remaining terms of customer reaches 5 so Sales can contact the customer to renew or upgrade the entitlements and to continue customer support

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Entitlements / Service Level Agreements (SLA)

Activities

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CU22070425-0 on at

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Automate phone call activity for sales team on a treshold of terms in Customer Service

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Automate phone call activity for sales team on a treshold of terms in Customer Service

i have a quetion which do you want to add quetion hahahah
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Bipin D365 28,960 Super User on at

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RE: Automate phone call activity for sales team on a treshold of terms in Customer Service

Hi,

You can easily achieve your requirement with Power automate.

Trigger your power automate on Account/Custom Entity Remaining Terms field.

Check if Remaining Terms is<=5 -> Create Phone Call Activity -> Set Regarding field to Account and Owner to Sales team.

You can also use classic Real Time/Background workflow as well.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
Nya 29,050 on at

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RE: Automate phone call activity for sales team on a treshold of terms in Customer Service

Hi Serge Pilaet,

Would you please describe your scenario a little more precisely?