Track the last time someone spoke with a lead/contact in Dynamics 365 – YouTube

Track the last time someone spoke with a lead/contact in Dynamics 365

In this video I will show you how to configure Dynamics 365 to track the last time a rep spoke with a lead or contact in Dynamics 365. I will also show you how to build a power automate flow to update the lead or contact records after a phone call has been completed.

Related Article: https://d365goddess.com/last-spoke-with
Blog: https://D365Goddess.com
Twitter: https://twitter.com/D365Goddess
LinkedIn: https://www.linkedin.com/in/diantaylor/

In this video I will show you how to configure Dynamics 365 to track the last time a rep spoke with a lead or contact in Dynamics 365. I will also show you how to build a power automate flow to update the lead or contact records after a phone call has been completed.

Related Article: https://d365goddess.com/last-spoke-with
Blog: https://D365Goddess.com
Twitter: https://twitter.com/D365Goddess
LinkedIn: https://www.linkedin.com/in/diantaylor/

source

Author: Dian Taylor

Share This Post On