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ReportI want to create a case from a Phone Call. When I receive a call on a given number then the case will create automatically (as like automatic email case creation).
How can I achieve this?
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I want to create a case from a Phone Call. When I receive a call on a given number then the case will create automatically (as like automatic email case creation).
How can I achieve this?
Hi,
Here is an OOTB feature which can achieve your requirement:
And you can refer to the following video tutorial:
Automatic Record Creation tutorial | Dynamics 365 Customer Service - YouTube
HI,
You can created RealTime Workflow/Power automate to create case when Phone call is created in Dynamics.
It should be easy to do that without any code. But user will have to create phone call in CRM dynamics system so that Workflow gets triggered and Case gets created.
Please mark my answer verified if this is helpful!
Regards,
Bipin Kumar
Follow my Blog: xrmdynamicscrm.wordpress.com/
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