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I would like to create a view where there hasn't been a completed phone call or appointment in 90 for a specific set of clients. I have the client view but now need to find who hasn't been contacted in the last 90 days and be able to work off that list.
Thanks for your help.
Unfortunately there is no OOB way to achieve this.
The only way is to create a view through fetch Xml query.
This is the query to achieve what you need.
<fetch distinct="true" ><entity name="contact" ><attribute name="fullname" /><link-entity name="activitypointer" from="regardingobjectid" to="contactid" alias="ab" link-type="outer" ><attribute name="regardingobjectid" /><filter type="and" ><condition attribute="createdon" operator="last-x-days" value="90"/></filter></link-entity><filter type="and" ><condition entityname="ab" attribute="regardingobjectid" operator="null" /></filter></entity></fetch>
To create a view based on a fetchxml query you can use this XRMtoolbox plugin.
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