|
Add a note - Add a note while on a call and save it for future reference. |
||
|
Save notes – Notes are saved when the call is completed. |
|||
|
Select an Entity type to relate to – Choose from a list of entity options, for example, case or opportunity. |
|||
|
Relate to appropriate record – Select the relevant case or opportunity to log the call notes and recording against. |
|||
|
Add a call disposition – Choose from a list of categories or outcomes to summarize the call. |
|||
|
|
|
| Call Note – Any notes made on a call are saved in the ‘Comments’ field within the activity. | |
| Related-to – Check if the call has been related to a case or other entity in D365. | |
| Subject – Determine the direction of the call within the ‘Subject’ field of the activity. | |
| |
Status – Shows an automatic outcome of the call, for example, Answered, Cancelled, Conference Call. |