Add or Update Phone Call Activity

While a call is in progress, you can capture what the conversation is about, tie it to the right contact, and link it to related Dynamics 365 records. The activity is written back to Dynamics 365 so nothing about the call is lost once you hang up.

Log the call details

1. On the active call, select Phone Call Activity to bring up the “Phone Call Activity” page.

   Note

   When Open “Phone Call Activity” Page When Entering a Call is turned on, this page appears on its own as soon as the call connects.

   

2. Fill in or adjust the call details.

   

   • Subject: Give the call a short title.

   • Call From: Shows the Dynamics contact that matches the caller’s number.

     Note

     • When several contacts share the number, pick the right one from the drop-down.

     • When nothing matches, select Add to store the number as a new Dynamics contact.

       

   • Description: Write out the details of the conversation.

   • Regarding: Type a keyword and press Enter to look up matching Dynamics 365 records, then choose the records you want to attach to the call.

     Note

     Search currently covers only the Topic field of Opportunities.

3. Select Save.

4. Select to dismiss the page.

   Caution

   Save before you close. Closing the page discards any details you entered but did not save, and the call will not be logged in Dynamics 365.

Result

The call activity is saved to Dynamics 365 and linked to the contact and record you chose.