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marketing-auto-record-interactions.md

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title description documentationcenter author ms.prod ms.topic ms.devlang ms.tgt_pltfrm ms.workload ms.search.keywords ms.date ms.author ms.translationtype ms.sourcegitcommit ms.openlocfilehash ms.contentlocale ms.lasthandoff
Set Up Automatic Recording of Interactions
You can automatically record your customer or client interactions, for example, for sales, purchase and service documents or phone calls.
jswymer
dynamics-nav-2018
article
na
na
na
marketing, relationship, prospect, contact, client, customer
06/06/2017
jswymer
HT
4fefaef7380ac10836fcac404eea006f55d8556f
36f783d27cfc7306f15d086a3dc25a56591d0f1e
en-gb
10/16/2017

Recording Interactions with Contacts Automatically

You can set up the application to automatically record interactions for sales, purchase and service documents, cover sheets, e-mails, phone calls, such as:

  • Print sales or purchase quotes, orders, invoices, credit memos, cover sheets.
  • Create sales service orders.
  • Post sales service orders.
  • Send e-mails to your contacts.
  • Call your contacts, if you have a TAPI-compliant telephone and the correct installation.

To set up the automatic recording of these interactions, you specify interaction templates for these documents and actions by using the Interaction Template Setup window.
To open the Interaction Template Setup window, choose the Search for Page or Report icon, enter Interaction Template Setup, and then choose the related link.

See Also

Recording Interactions With Contacts
[Working with [!INCLUDEd365fin]](ui-work-product.md)