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

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Posted on by Inkey Solutions

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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.

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Henry J. 5,237 on at

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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

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