CRM Tip of the Day reader writes:
I want to automatically close phone calls without the user clicking the “close” button. How can I do that?
In the words of Theodore Roosevelt, “Far better is it to dare mighty things, to win glorious triumphs, even though checkered by failure… than to rank with those poor spirits who neither enjoy nor suffer much, because they live in a gray twilight that knows not victory nor defeat.”
Here at CRM Tip of the day, we are not ones to take the easy way out. So here is how to close phone call records, in less than 22 steps.
- When done with the phone call user creates a note against the phone call record with the subject “I’m done.”
- Workflow is triggered by the note being created via a check condition step looking for notes with “I’m done” subject.
- Workflow creates task record.
- Task being created triggers Microsoft Flow.
- Microsoft Flow updates facebook with “just got off the phone”
- Facebook update triggers IFTTT rule.
- IFTTT adds a row to a spreadsheet in Dropbox.
- Spreadsheet update triggers Zapier to send an email to “email@example.com.”
- Exchange rule on mailbox forwards email to forward mailbox.
- Dynamics 365 picks up message and adds it to queue.
- Auto case creation rule converts email to case.
- SLA escalates the case to escalation queue
- Escallation of case triggers workflow
- Workflow creates Announcement record.
- Announcement record plugin pushes announcement to Azure queue.
- Logic apps listens on the queue and sends SMS message.
- Message is picked up by Azure Function.
- Azure Function signals listener on a client machine.
- Listener kicks in UI Automation that opens browser, finds the announcement and deactivates it.
- Deactivated announcement triggers workflow.
- Phone call is completed.
Thank you for reading and sending your tips over the past 4 years and 1,000 tips! Watch a videoof our live reveal at CRMUG Summit 2017.