Rajeev Pentyala – Microsoft Power Platform

In one of our requirement, we had to create a new “Incoming Phone Call” activity against the calling ‘Contact’, whenever a call received.

USD – Incoming Phone Call Created

In this article, I am using “CTI Simulator” (Download) to generate an incoming call.

Refer MSDN article contains a Walkthrough on how to

• Catch the phone call (Triggered from Simulator)
• Search ‘Contacts’ in CRM with the ‘Phone number’
• If match found, open the ‘Contact’ in USD.

Open Calling Contact Record in USD

• In USD configurations in CRM, create a “Windows Navigation Rule”, to open a ‘Contact’ record, if there is a Contact with incoming phone number.

• In the Action Call “Show tab for Contact”, we set focus on ‘Contact’ which was opened in USD.

USD – Focus on Contact Tab

Create Phone Call Activity

• Now coming back to our requirement, we need to create an “Incoming Phone Call” for the matched ‘Contact’, which got opened in USD.
• To achieve this, create a Sub Action Call “AC Create Contact Inbound Phone call”, under “Show tab for Contact”.

USD – Sub Action Call To Create Phone Call

• In “AC Create Contact Inbound Phone call”, define a “CreateAction” to create “Phone Call” copying information from “Contact”.

USD – Create Phone Call

• Data:

LogicalName=phonecall
directioncode=Boolean(false)
subject=Inbound Phonecall to [[$User.fullname]]
from=PartyList(er[“contact”,[[contact.Id]+]])
to=PartyList(er[“systemuser”,[[$User.systemuserid]+g]])
phonenumber=[[cti.phonenumber]]
regardingobjectid=EntityReference(contact,[[contact.Id]])

• The ‘AC Create Contact Inbound Phone call‘ action call triggers after ‘Show tab for Contact‘ and a new ‘Phone Call’ gets created.

USD – Created Incoming Phone Call

🙂