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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