Auto-populate the "Phone Number" field in the Phone call activity when opened using the Phone icon of the Phone field in the new UI Interface

(0) Share

Report

Posted on by Inkey Solutions

2,045

Hello,

In the UI interface of the D365 CRM online, there is phone icon visible besides the Phone type field. PFA.

Clicking on that icon, a Phone call activity is opened. Some of the fields in the Phone call activity form is auto-populated. PFA.

Do you know, how this auto-population is done? Actually, I want to auto-populate the "Phone Number" field of the Phone call activity form with the the value of the Phone field of which the Phone Icon was clicked.

For example:

I am having 2 phone type field in my Contact entity form. Field A and Field B.

If I click on the phone icon besides the "Field A" then, I need to auto-populate the "Phone Number" field of the Phone Call Activity form opened with the value of "Field A".

And, if I click on the phone icon besides the "Field B" then, I need to auto-populate the "Phone Number" field of the Phone Call Activity form opened with the value of "Field B".

Please reply, if you have any idea to implement this.

All responses (1)

Answers (0)

Suggested answer

Henry J. 5,237 on at

Like (0)

Report

RE: Auto-populate the "Phone Number" field in the Phone call activity when opened using the Phone icon of the Phone field in the new UI Interface

Hello,

It's out-of-the-box behavior and those scripts cannot be modified / extended.
I can't see how you could get that information 'the phone number being clicked) from the context, even with your own JavaScript.

Good idea fro a standard Phone Number mapping though.
There is good case to improve productivity here, and I suggest you post an Idea either for the Sales or Customer Service application, here: https://experience.dynamics.com/ideas/

Henry