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

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Phone call Activity count
Customer experience | Sales, Customer Insights,...
Suggested answer

Phone call Activity count

(0) ShareShare
ReportReport
Posted on by CRMQQ

Hi,

I have a field in which I want to update the no. of phone calls activity in a record.

Let's say, I have an account and on the account's timeline, it has 4 phone call activities. So, in that field, I want to show count 4.

Is there any way to get this?

Please suggest a way if anyone has any idea.

Regards

I have the same question (0)
  • Suggested answer
    kunihih Profile Picture
    kunihih on at
    RE: Phone call Activity count

    You can use rollup fields to Count the number of related phone call activity records. The following page has an example for a similar scenario.

    Define rollup fields with Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

  • CRMQQ Profile Picture
    CRMQQ on at
    RE: Phone call Activity count

    Hi,

    Thank you!!

    Ya, it worked, but as it's a rollup field, it runs as we schedule its occurrence. It doesn't update count value instant automatically and I don't want to use that calculator symbol beside the field to get count instant.

    Is there any way to get instant updation in the count field as phone call activity status changes into completed?

    Thanks

  • Suggested answer
    kunihih Profile Picture
    kunihih on at
    RE: Phone call Activity count

    Good to hear!

    The following page has a code example for how one can automatically call a calculate rollup field request via a plugin.

    dynamicscrmlearnings.wordpress.com/.../

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…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
MVP-Daniyal Khaleel Profile Picture

MVP-Daniyal Khaleel 127

#1
MVP-Daniyal Khaleel Profile Picture

MVP-Daniyal Khaleel 127

#3
Tom_Gioielli Profile Picture

Tom_Gioielli 125 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans