RingSense to Microsoft Dynamicxs 365 - Task to be and open task instead o automatically completed
Once RingSense processes everything in the background, the information appears in Dynamics as a task within the contact record. While the task can be viewed, it is not editable.
The customer would like to change the "Regarding" field of these tasks—linking them to an opportunity, Help Exchange, or other entities instead of defaulting to the contact. However, when the task appears in Dynamics, it is already marked as Completed, which prevents any modifications.
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Marissa
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