{"id":23010,"date":"2025-01-01T16:05:01","date_gmt":"2025-01-01T16:05:01","guid":{"rendered":"http:\/\/www.intellicti.com\/help\/?p=23010"},"modified":"2025-05-28T12:03:17","modified_gmt":"2025-05-28T12:03:17","slug":"feature-intelli-cti-call-history-tracking-microsoft-dynamics-365-dynamics-crm","status":"publish","type":"post","link":"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-call-history-tracking-microsoft-dynamics-365-dynamics-crm\/","title":{"rendered":"Feature:  intelli-CTi&#x2122; Call History Tracking in Microsoft Dynamics 365 CRM"},"content":{"rendered":"<p>intelli-CTi&#x2122; automatically records each telephone call within Microsoft Dynamics 365 CRM into an extended CRM entity of structured statistical call data, called \u201cCall History\u201d.<\/p>\n<p>This statistical recording of each telephone call contains detailed information about all telephone calls both inbound and outbound, together with their complex relationship to related CRM entities.<\/p>\n<p>The depth of telephone call information captured by intelli-CTi&#x2122;, enables detailed analysis of your telephony activity with Microsoft Dynamics 365 \/ Dynamics CRM \u2013 <a href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-dashboards-microsoft-dynamics-365-dynamics-crm\/\">See the CRM CTi Dashboards\u00a0article.<\/a><\/p>\n<p>As intelli-CTi Call History is automatically captured into your CRM solution, it also provides a complete audit trail of telephone activity with your CRM customers.<\/p>\n<p>Each intelli-CTi call history item contains detailed information about each telephone call, including:<\/p>\n<ul>\n<li>Call Relationships (CRM entities relating to the call)<\/li>\n<li>Call Notes (call subject and notes captured on the call)<\/li>\n<li>Call Timings (detailed dates, timings and duration of the call)<\/li>\n<li>Call Information (call source, call direction, call result etc.)<\/li>\n<\/ul>\n<ul>\n<li style=\"margin-bottom: 10px;\">intelli-CTi&#x2122; Call History is a concise automated log of all telephone calls held within Microsoft \u00a0Dynamics 365 CRM.<\/li>\n<li style=\"margin-bottom: 10px;\">Detailed statistical information about every telephone call both inbound and outbound<\/li>\n<li style=\"margin-bottom: 10px;\">Containing relationships to all related CRM entities for complete auditing, reporting and analysis<\/li>\n<li style=\"margin-bottom: 10px;\">CRM Relationships: \u00a0relating to the call such as Accounts, Contacts, Users, Cases and Opportunities<\/li>\n<li style=\"margin-bottom: 10px;\">Call Notes: \u00a0the subject of the call and any notes captured during the call<\/li>\n<li style=\"margin-bottom: 10px;\">Call Statistics: \u00a0include the timings of the call, call duration, call direction and call result.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-24962\" src=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_dashboard_page-0001.jpg\" alt=\"\" width=\"1755\" height=\"1241\" srcset=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_dashboard_page-0001.jpg 1755w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_dashboard_page-0001-300x212.jpg 300w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_dashboard_page-0001-768x543.jpg 768w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_dashboard_page-0001-1024x724.jpg 1024w\" sizes=\"(max-width: 1755px) 100vw, 1755px\" \/><\/p>\n<table style=\"border-bottom: none;\" summary=\"Article Summary\">\n<tbody>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"width: 25%; border-top-color: currentColor; border-top-width: 3px; border-top-style: solid;\" valign=\"top\"><strong>\u00a0Related Resources:<\/strong><\/td>\n<td style=\"width: 75%; border-top-color: currentColor; border-top-width: 1px; border-top-style: solid;\" valign=\"top\">\n<ul>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-inbound-caller-recognition\/\">Feature: \u00a0Inbound Caller Recognition<\/a><\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-outbound-dialing-microsoft-dynamics-365-dynamics-crm\/\">Feature: \u00a0Preview (Outbound) Dialing<\/a><\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-call-contact-management-microsoft-dynamics-365-dynamics-crm\/\">Feature: \u00a0In-Call Contact Management<\/a><\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-microsoft-dynamics-crm-call-assistant-microsoft-dynamics-365-dynamics-crm\/\">Feature: \u00a0Microsoft Dynamics 365 CRM Call Assistant<\/a><\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-post-call-wrap-microsoft-dynamics-365-dynamics-crm\/\">Feature: \u00a0Post-Call Wrap-Up<\/a><\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-microsoft-dynamics-crm-call-assistant-microsoft-dynamics-365-dynamics-crm\/\">Feature: \u00a0Telephone Call Activity Management<\/a><\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-dashboards-microsoft-dynamics-365-dynamics-crm\/\">Feature: \u00a0Dashboards<\/a><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"vertical-align: top; border-top: 1px solid #e6e6e6;\"><strong><span style=\"color: #444444;\"><span style=\"line-height: 14px; font-size: 14px;\">Further Information:<\/span><\/span><\/strong><\/td>\n<td style=\"vertical-align: top; border-top: 1px solid #e6e6e6;\">\n<ul>\n<li><a href=\"\/help\/\">intelli-CTi Help Center<\/a><\/li>\n<li><a href=\"\/help\/faqs\/\">intelli-CTi\u00a0FAQs<\/a><\/li>\n<li><a href=\"\/help\/troubleshooting\/\">intelli-CTi\u00a0\u00a0Troubleshooting<\/a><\/li>\n<li><a href=\"\/help\/how-to-guides\/\">intelli-CTi\u00a0How-To Guides<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/technical-articles\/\">intelli-CTi\u00a0Technical Articles<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/documents\/\">intelli-CTi\u00a0Document Library<\/a><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><!-------------------------------------- Article Footer End ---------------------------------------><\/p>\n<div class=\"sharedaddy sd-sharing-enabled\"><div class=\"robots-nocontent sd-block sd-social sd-social-icon-text sd-sharing\"><h3 class=\"sd-title\">Share this:<\/h3><div class=\"sd-content\"><ul><li class=\"share-twitter\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-twitter-23010\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-call-history-tracking-microsoft-dynamics-365-dynamics-crm\/?share=twitter\" target=\"_blank\" title=\"Click to share on Twitter\"><span>Twitter<\/span><\/a><\/li><li class=\"share-linkedin\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-linkedin-23010\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-call-history-tracking-microsoft-dynamics-365-dynamics-crm\/?share=linkedin\" target=\"_blank\" title=\"Click to share on LinkedIn\"><span>LinkedIn<\/span><\/a><\/li><li class=\"share-print\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"\" class=\"share-print sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-call-history-tracking-microsoft-dynamics-365-dynamics-crm\/\" target=\"_blank\" title=\"Click to print\"><span>Print<\/span><\/a><\/li><li class=\"share-end\"><\/li><\/ul><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>intelli-CTi&#x2122; automatically records each telephone call within Microsoft Dynamics 365 CRM into an extended CRM entity of structured statistical call data, called \u201cCall History\u201d. This statistical recording of each telephone call contains detailed information about all telephone calls both inbound and outbound, together with their complex relationship to related CRM entities. The depth of telephone &hellip; <a href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-call-history-tracking-microsoft-dynamics-365-dynamics-crm\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">Feature:  intelli-CTi&#x2122; Call History Tracking in Microsoft Dynamics 365 CRM<\/span> <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n<div class=\"sharedaddy sd-sharing-enabled\"><div class=\"robots-nocontent sd-block sd-social sd-social-icon-text sd-sharing\"><h3 class=\"sd-title\">Share this:<\/h3><div class=\"sd-content\"><ul><li class=\"share-twitter\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-twitter-23010\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-call-history-tracking-microsoft-dynamics-365-dynamics-crm\/?share=twitter\" target=\"_blank\" title=\"Click to share on Twitter\"><span>Twitter<\/span><\/a><\/li><li class=\"share-linkedin\"><a rel=\"nofollow 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class=\"share-end\"><\/li><\/ul><\/div><\/div><\/div>","protected":false},"author":21,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"spay_email":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false},"categories":[3,164,14,23],"tags":[],"jetpack_featured_media_url":"","jetpack_publicize_connections":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.1.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<meta name=\"description\" content=\"intelli-CTi automatically records each call in Dynamics 365 CRM into an extended CRM entity of structured statistical call data, called \u201cCall History\u201d.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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