How to create Automatic Case from Phone Call

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Posted on by Dynamics@123

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?

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Nya 29,060 on at

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RE: How to create Automatic Case from Phone Call

Hi,

Here is an OOTB feature which can achieve your requirement:

Set up rules to automatically create or update records (Dynamics 365 Customer Service) | Microsoft Docs

And you can refer to the following video tutorial:

Automatic Record Creation tutorial | Dynamics 365 Customer Service - YouTube
Verified answer

Bipin D365 28,981 Moderator on at

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RE: How to create Automatic Case from Phone Call

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/