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Create a view in Dynamics 365 CE

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Posted on by Balasaheb

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Hi,

We want to create a view in Dynamics 365 CE to identify all accounts that have not had any completed activities in the last three months (i.e., accounts that have not been "touched" during this period).

We attempted to achieve this, but the results are inaccurate in cases where accounts have multiple completed activities. For example, if an account has two completed appointments—one in December 2024 and another in August 2024—the account still appears in the list. This is incorrect, as the account was "touched" in December and should therefore not be included.

Our goal is to generate a list of accounts where the most recent completed activity (e.g., appointment, email, phone call, etc.) occurred more than three months ago. In other words, we want to identify accounts that have not had any completed activities within the last three months.

Is it possible to achieve this using the Dynamics CRM interface, or would we need to implement this programmatically? If programmatic implementation is required, could you provide guidance on how to approach this?

Thanks!

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Microsoft Dynamics CRM

Dynamics 365 Sales

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PerezAguiar on at

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Create a view in Dynamics 365 CE

Hey!

Maybe something like this:

This shows a list of accounts where the associatd activities has an ActualEnd date updated on the last 90 days.

HOwever, for this, you need a field that you can look at: ActualEnd for example. Some activities might not have this, so you will need to use an alternate plan: Emails for example, would need to look at "sent on"

Regards,
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Tom Gioielli 40 on at

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Create a view in Dynamics 365 CE

You can do this using OOB methods, it just takes a few steps.

1) Create a rollup field on the Account table that looks at the child Activities, called something like [Most Recent Activity Date]. The rollup should be set to return the MAX Completed date/Created date for the related activity records, depending on how you define your activities (Create rollup fields in Dynamics 365 Customer Engagement (on-premises) | Microsoft Learn)

2) Create your view based on this rollup field. For example, show Accounts where the [Most Recent Activity Date] is older than 3 months.

In your current approach, the Advanced Find can only look at all of the activities together, and you cannot compare them to each other. This means it returns an Account with any activity older than 3 months, even if there is another activity more recent also listed.

Create a view in Dynamics 365 CE

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