Hello All....We just recently got a phone system that will only screen pop MS Outlook contacts not the most recent "Phone Call" entity. Our current process is to call our customers from the most recent "Phone Call" entity in CRM, then enter any pertinent information into the "Phone Call" entities description text field and then mark the Phone Call complete. Because I can not screen pop the "Phone Call" entity in CRM upon an incoming call I would like to be able to have the last data entered into the description text field in the "Phone Call" entity description field be copied into the Note section of the Outlook Contact Card so whoever receives an incoming call from any of our active CRM clients (which is sync'd with outlook contacts already) can see the last bit of information that was recorded for that contact.
Any help pointing me in the right direction to get this done would be greatly appreciated.