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I've looked through the posts on the board and have been able to create the Date of Last Activity fields for Leads and Opps. Unfortunately the field is not automatically updating and requires the end-user to click the Refresh icon right next to the field.
I'm looking to do two things
1) Have the Date of Last Activity populated for all existing leads / opps based on whatever date the last activity occurred
2) Have the Date of Last Activity update automatically when an Activity is performed on a lead or oppI've tried to add a process as described here -https://blog.crgroup.com/how-to-display-the-date-of-last-activity-in-dynamics-crm/ - but I cannot figure out how to get this done. My process screens look nothing like theirs. I'm using Microsoft Dynamics CRM 2016 currently and upgrading to 365 is not going to happen near term.
Anyone have any suggestions on how to accomplish this?
The solution contains a bunch of workflow tools you can implement into your workflow including a force rollup field calculation.
Once you've installed the solution you can then setup a workflow that triggers on activity creation or activity status change and put some additional conditions and have it trigger the rollup field of whatever entity you've got the activity regarding.
Hope this helps and please mark as answer if this answers your question.
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