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Call History

The Call History in Phone Connect provides a centralized overview of all telephone activities within Microsoft Dynamics 365 Business Central. It enables users to efficiently track, analyze, and follow up on incoming and outgoing calls.

The call history particularly supports sales, service, and administrative processes through transparent communication data and quick navigation options.

Structure of the Call History

The call history is structured as a list view and is based on telephony entries. Entries are sorted in descending order by default, so the most recent calls are displayed first.

The page is read-only. Entries cannot be edited, created, or deleted directly.

Call Information

The following information is displayed in the call history:

  • Call start date and time
  • Call end date and time
  • Call duration
  • User who made or received the call
  • Call type (incoming or outgoing)
  • Caller’s phone number
  • Source (e.g., contact, customer, vendor, or unknown)
  • Caller name
  • Linked master data number

Additionally, it is indicated whether a comment exists for the call.

The Source No. field allows direct navigation to the linked master data. Depending on the source, the system automatically opens:

  • the contact card
  • the customer card
  • the vendor card

Info

The target page is determined dynamically based on the business mapping.

If an interaction log is available, it can also be opened to view further communication details.

Actions in the Call History

Start Call

Using the Call action, a new call can be initiated directly. The system automatically detects:

  • internal calls
  • unknown numbers
  • known business partners

Create Recall Request

Using the Create Recall Request action, a recall request can be created.

This function is only available if:

  • a valid user exists
  • a linked source is available
  • the source is a contact, customer, or vendor

View Master Data

Depending on the source, the following actions are available:

  • View Contact
  • View Customer
  • View Vendor

These actions open the respective master data card of the caller.

View Comments

The Comments action allows users to view and add comments related to a call.

Create Call Entry Manually

With Create Call Entry, a call can be recorded manually.

This function is used when a call was not automatically captured by Phone Connect.

Mark as Read

Using the Marked as Read action, entries can be marked as processed.

Info

Entries marked as read are no longer displayed in the lists for active or missed calls.

User Filter

The call history can be filtered by user:

  • All Phone Connect User shows all entries (administrators only)
  • Own User shows only the user’s own entries

See also