Add or Update Phone Call Activity

This topic describes how to add or update phone call activity details during an active call, ensuring that all call-related information is properly logged for future reference.

Procedure

  1. During an active call, click Phone Call Activity to open the "Phone Call Activity" page.
    Note: If Open "Phone Call Activity" Page When Entering a Call is enabled, the page opens automatically after the call is answered.

  2. Add or edit details about the call.

    • Subject: Enter the subject of the call.
    • Call From: Automatically display the matched Dynamics contact.
      Note:
      • If more than one contacts are matched, you can select the desired one from the drop-down list.
      • If there is no match, you can click Add to save the number as a Dynamics contact.

    • Description: Enter a detailed description for the call.
    • Regarding: Enter keywords and press Enter to search relevant records in Dynamics 365, then select the appropriate records to associate with the call.
      Note: Currently, only the Topic field in Opportunities is supported for search.
  3. Click Save.
  4. Click to close the page.

Result

The phone call activity is updated to Dynamics 365 and associated with the specified contact and record.