Hello Everyone,
I have searched hi and low and found quite a few different ways to track the last activity date associated with a main entity in Dynamics Sales Professional. I am using this guide currently.
I have created the "Last Activity Date" field as a rollup field with the following rules.
I then proceeded to add this field to my account page. However, when I make an activity and close it as "complete" it does not update this field. I did not see the need to create a workflow based on the guide I am following.
I am looking for help to make this last activity date field update.
Thank you so much if you can help.
All the best,
Josh
