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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Phone call Activity count
Customer experience | Sales, Customer Insights,...
Suggested Answer

Phone call Activity count

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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

    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

    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

    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/.../

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