Creating a Phone Call Activity in Microsoft Dynamics 365 Customer Service | SEO Best Practice

Phone Call Activity

Question

You have been tasked with creating a phone call activity.

You want to make sure that the activity appears on the case record timeline.

Which of the following is the field that should be modified during the process?

Answers

Explanations

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A. B. C. D.

B.

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/add-phone-call-task-email-appointment-activity-case-record

The field that should be modified to ensure that the phone call activity appears on the case record timeline is the "Regarding" field.

When creating a new phone call activity, the "Regarding" field should be populated with the appropriate case record. This links the phone call activity to the case record and ensures that it appears on the case record timeline.

The "Owner" field specifies the owner of the activity, which may or may not be relevant to ensuring the activity appears on the case record timeline.

The "Attachments" field would be used to attach any relevant files or documents to the phone call activity, but does not directly impact whether the activity appears on the case record timeline.

The "Notes" field is used to add any additional notes or details about the phone call activity, but like the "Attachments" field, does not directly impact whether the activity appears on the case record timeline.

Therefore, the correct answer is B. Regarding.