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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Tracking Last Activity...
Customer experience | Sales, Customer Insights,...
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Tracking Last Activity Date field on Accounts, Opportunities, Leads, Contacts

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Posted on by Dribblej 265

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. 

Screen-Shot-2020_2D00_09_2D00_02-at-1.22.14-PM.pngScreen-Shot-2020_2D00_09_2D00_02-at-1.25.46-PM.png

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

  • Marcel Lathouwers Profile Picture
    Marcel Lathouwers 168 on at
    RE: Tracking Last Activity Date field on Accounts, Opportunities, Leads, Contacts

    Hi Josh, you are 100% on the right track.

    The reason I'm scraping the internet again is because it used to work when filtering on 'completed' status. But some weeks a go it stopped working.

    I'm going to open a support ticket with MS

  • Dribblej Profile Picture
    Dribblej 265 on at
    RE: Tracking Last Activity Date field on Accounts, Opportunities, Leads, Contacts

    I believe I figured this out. The field works as is but because it is a rollup field it does not update right away. Now I am trying to figure out how to modify the frequency of this field. When I look in my Reoccuring System Jobs -> Actions... I do not see "modify" anything.

    Screen-Shot-2020_2D00_09_2D00_02-at-2.17.57-PM.png

    Additionally, when using the logic filter of "IF Activity Status equal "Completed" this field is not updated by emails tracked to the CRM, or posts or notes it seems. 

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