Microsoft Dynamics CRM 2013 Unleashed

Phone Call Activities

Similarly to faxes, Phone Call Activities are phone calls either sent or received (see Figure 7.23). It is good practice to be sure to have all staff enter this information routinely so that it is available to all CRM users when viewing the Customer record.

FIGURE 7.23 Phone Call Activity.

Tip

Microsoft Dynamics CRM can be extended to TAPI-compliant phone systems to perform a wide number of functions, including automatically dialing the number reflected on a record. TAPI stands for Telephony Application Program Interface. It provides a programming interface for applications with your phone system. The scope of this custom ...