web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Appointment vs phone call

(0) ShareShare
ReportReport
Posted on by 80

Hello,

In Crm terminology,  appointments are to schedule meetings with a customer including physical and calls. 

Phone calls are to track phone calls made or recieved from the customer. 

Why would we need a separate phone call entity if we can track the calls in appointments entity?  Please explain what are the advantages of using phone call entity other than having separate place to store phone calls. Disadvantage I see is, phone calls are synced to tasks section in Associate outlook and those don't show up in the meeting section and they miss the meetings some time. 

Can someone explain the real difference between appointment and phone calls and how to use them efficiently please?

I have the same question (0)
  • Suggested answer
    Gustavo Longo Profile Picture
    on at

    Hello Kumar,

    Hope you are well.

    Both activities have different purposes.

    Using Appointment activity you can set up recurrency for sample.

    See more details on these articles:

    docs.microsoft.com/.../work-with-activities

    docs.microsoft.com/.../manage-activities

    docs.microsoft.com/.../activity-entities

  • Vishnu Kumar9 Profile Picture
    80 on at

    Hello Gustavo,

    Thanks for responding. Yes I know appointments can be used for recurring appointments and booking appointments. My question is, if we can perform functionality of phone calls in appointments as well, why do we have to use phone call entity specifically.  What are the advantages of using phone call entity separately?

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

    Hello,

    I believe this separation between appointments and phonecalls is done because those 2 are different types of activities.

    There is no advantage in the usage of a phone call. It's just common sense.

    Think following - there are humans, monkeys, and cows. Generally speaking, we can use the common name - mammals but because we have differences in those species - we use different names.

  • Vishnu Kumar9 Profile Picture
    80 on at

    Hi Andrew,

    I know they are created to separate items and maintaining. My question is we can create record in appointment for phone calls as well. I am just trying to understand if there is any specific advantage specific to phone call. I am checking to see if I am missing anything.

    It is not to finger point any issue

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 108 Super User 2025 Season 2

#2
Jimmy Passeti Profile Picture

Jimmy Passeti 50 Most Valuable Professional

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 49 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans