Phone log (form)
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).
Note
This form is updated only if CTI is installed and telephony is enabled for the user.
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
An overview of the logged telephone calls. The information includes the following:
|
|
The details of the active logged telephone call. The details include the activity ID that is attached to the telephone call. |
Buttons
Button |
Description |
---|---|
Activity |
Open the Activity details form, where you can view the activity that the logged telephone call is associated with. |
Fields
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).