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Customer experience | Sales, Customer Insights,...
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How do I download text transcript for a "Phone Call" in Dynamics?

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Posted on by 98
Dear All
 
I hope someone can point me in the right direction.
 
On a Dynamics "Phone Call" record, if the phone call resulted in a conversation with the customer [and thus there's a "Call Summary" tab], I can see the transcript on the screen in alphanumeric characters. It's also there as an audio recording. But there's a version of the transcript in alphanumeric text. I'm after the text version of the transcript. Why can I not download it? How can I get hold of it?
 
Screenshot - why can't I download this transcript? You can't SaveAs, and you can't Copy&Paste.
 
 

I need to download this text transcript into a file [ideally as a JSON file, but HTML will do].
 
How do I do this? In other words, how do I download the transcript text? It's the text I'm after, not the audio file.
 
If a try to copy+paste the text under "Transcript", it doesn't include all the text. If I right-click and choose "Save-As", I get the full HTML from the whole page, but I can't see where the transcript is in that HTML. There's a lot there, and it doesn't seem like it's possible to extract the text transcript in any way.
 
By the way, if I look at a Dynamics "Conversation" record, you can see the transcript there (assuming that a conversation took place). There's a "Download transcript" button available for you to use. But there's no "Download transcript" button for a "Phone Call" record.
 
Screenshot: "Conversation" has a "Download transient" button. Why not "Phone call"?
 

Happy to do this as an API call if someone knows how to do this.
 
Why is it that there's a "Download transcript" button for a "Conversation", but not for a "Phone Call"?
 
QUESTION: How does one download the "Phone Call" script transcript. Copy+Paste doesn't work. Nor does right-click -> "Save As".


 
Phone call - how to download.png
Conversation - there's a download button.png
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I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    306,230 Super User 2026 Season 1 on at
    Moved the question from the Dynamics 365 FastTrack to the Dynamics 365 Customer Experience forum.
     
  • Suggested answer
    Jimmy Passeti Profile Picture
    949 Most Valuable Professional on at
    Hey,
     
    You can download the transcript by clicking the button you mentioned.
    It's possible that your user account is missing some permissions, but that's where you download the call transcript.
     
    Regards,
    Jimmy Passeti | Microsoft MVP
    ✅ Please mark as Verified if this answered your question!

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