Customer Engagement & Dynamics CRM Forum

Create a Letter or Phone Call Activity with Flow

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

    Posted 4 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!

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    Ruth Kastberg
    Director
    Christian Broadcasting Network
    Virginia Beach VA
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