Phone log (form) [AX 2012]

Updated: May 19, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Sales and marketing > Inquiries > Calls.

Use this form to display all incoming and outgoing telephone calls that the system detects when it uses Computer Telephony Integration (CTI).

NoteNote

This form is updated only if CTI is installed and telephony is enabled for the user.

The following tables provide descriptions for the controls in this form.

Tab

Description

Overview tab

An overview of the logged telephone calls. The information includes the following:

  • The date, time, and duration of the call

  • The telephone number that was called

  • The person who was called

  • The type of call

  • The worker who made or received the call

General tab

The details of the active logged telephone call. The details include the activity ID that is attached to the telephone call.

Button

Description

Activity

Open the Activity details form, where you can view the activity that the logged telephone call is associated with.

Field

Description

Phone call ID

The unique identifier for the telephone call, for later reference. Typically, the system automatically generates this ID by using the identification number sequence of the telephone call.

Worker

The worker who made the call.

Telephone

The registered telephone number that was called.

Type of call

The type of call. A call can be either outgoing or incoming.

Date

The date of the call.

Start time

The time that the call started.

End time

The time that the call ended.

Duration

The duration of the logged telephone call.

Name

The name of the party who is associated with the logged telephone call.

Contact ID

The identification number of the contact.

Contacts

The name of the contact.

Sales unit

The sales unit, or team of sales representatives, that is responsible for a common sales target.

Activity number

The activity number of the activity that is associated with the logged telephone call.

Case ID

The identification number of the case.

Call subject

A short description of the call.

Call description

A long description of the call.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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