Dynamics 365 Sales Process Modification Case Study
> Dynamics 365 Sales Process Modification Case Study
Client is software consulting company based in Germany and their main focus is to provide technology solution to customers in the country.
Add an additional button to a phone call form as shown in the below figure.
When user click on followup button, the phone call form from where the button was called is set to status completed (if not completed already), closes this form and calls a new phone call form with the following pre-filled data:
Same sender and recipient
Type is outgoing (or the same time as it was before, generally people have 99% phone calls of type outgoing)
Same subject as the previous call
It should also pre-fill the phone number of the previous call
Our Solution in Dynamics 365:
Now on clicking the Followup button a new form will popup which will contain the data from this form as shown below.
New form contains data from parent call activity.
Finally we can see the newly created phonecall followup activity under all phone calls.
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