Why create records of your calls?
Creating records of the calls you have had enables you to keep track of your correspondence when handling the admin side of your business. You can even create reminders for upcoming/future calls so you never miss an appointment.
How to log a phone call
- Open Dynamics and open an entity.
- Click on the Add tab on the ribbon.
- Click on the Phone call icon.
- Complete all mandatory fields.
Want to find out more?
Find out more about creating records for your calls with our book Tips and Tricks for a D365 end user which includes extended guides and handy screenshots.
