Phone Call activity logs in Dynamics
We have integrated RingCentral with our Dynamics 365 Sales CRM. However, when we make a call through the RingCentral app, it is being logged as a Task instead of a Phone Call activity in Dynamics.
We have already completed the following steps from our end:
- Signed in to the RingCentral Integration Console.
- Selected our Dynamics 365 account from the connected integrations list.
- Enabled the Activity Sync toggle under Activity Sync preferences.
- Configured the call logging preferences, ensuring the Call Type includes the required call types to be logged as Phone Call activities.
- Set the contact matching preferences for unknown numbers and numbers with multiple matched contacts.
- Saved all changes.
Despite completing these configurations, calls are still being created as Task activities in Dynamics 365.
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