Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Create a Letter or Phone Call Activity with Flow

  • 1.  Create a Letter or Phone Call Activity with Flow

    Posted 11 days ago
    Edited by Ruth Kastberg 5 days ago
    Is it possible to create a letter/phone call activity in CRM using Flow?  I'm trying to replace a Dialog that we have, and I can create the activity using Flow, and link the Regarding to the Account, but there is no From and To (Activity Party)  available to populate in Flow.  Is there a way to accomplish this?  I need the Regarding to point to a different entity, but then it would not link to the Account in question at all.

    Thank you

    #Functional  #CustomerEngagement

    ------------------------------
    Ruth Kastberg
    Director
    Christian Broadcasting Network
    Virginia Beach VA
    ------------------------------
    ​​​


  • 2.  RE: Create a Letter or Phone Call Activity with Flow

    GOLD CONTRIBUTOR
    Posted 5 days ago
    Ruth, @Jerry Weinstock@Nelson Johnson, or other experts may be able to assist since I'm still new to Flow. I'm able to create activities and set the configurations within the appropriate step under advance options. ​

    ------------------------------
    Aaron Howell
    Associate Director, CRM Product Management
    American University
    ------------------------------



  • 3.  RE: Create a Letter or Phone Call Activity with Flow

    Posted 4 days ago
    @Aaron Howell, Thank you for your response.  In the advance options I can fill out a lot of things, but the To and From (Activity Party) is not listed.  Are you saying you can see those?​

    ------------------------------
    Ruth Kastberg
    Director
    Christian Broadcasting Network
    Virginia Beach VA
    ------------------------------



  • 4.  RE: Create a Letter or Phone Call Activity with Flow

    TOP CONTRIBUTOR
    Posted 2 days ago
    The trick is to create your phone call record first, then you can create "activityparties" records for each participant. You can do this using the Create Record action, and when you get the picklist for the entity, you go to the bottom of the list to select "Enter custom value" and manually type in "activityparties", and then you will get a bunch of fields to enter values into. The Activity field is the ID of the phone call you created in the prior step. You might need to click on "show advanced options" to see all the fields.

    If this answers your question, then select Mark as answer under the Reply button above.

    ------------------------------
    If this answered your question, please click on the arrow button next to Reply Inline and choose 'Make Best Answer.'
    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
    ------------------------------



If you've found this thread useful, dive deeper into User Group community content by role