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A new knowledge base article has been published on our support portal.

Scenario Overview

In this scenario we have a Sales Manager who is on the road a lot and uses the Dynamics CRM tablet application on his IPad a lot. The requirement he wanted was to have simple button placed on the Account entity that when clicked would,

  • Retrieve all contacts for that Account
  • Generate a follow-up phone call for each contact due in the next 7 days
  • The phone call should be owned by the same owner of the Account
  • The phone number on the contact needs to be copied down into the Phone Call entity
  • The subject line needs the date with a specific format

View this article in full on our support portal