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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / MS Dynamics Activity P...
Microsoft Dynamics CRM (Archived)

MS Dynamics Activity Phone call logging

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Posted on by Community Member

My company uses Dynamics but after a call when logging it in Activity > Phone call > It just shows the administrators name and 'today' as the date record so it's impossible for the sales team to know when the client was last contacted. Any ideas?

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  • Suggested answer
    unizap Profile Picture
    unizap on at

    Hi,

    To get to know the last contacted date, you can try the following approach:

    1. Create a roll-up field of type datetime on the contact entity.

    2. In the roll-up field properties, select Phone call as related entity.

    3. Use  aggregation as Max and select the createdon date field.

    Now you have a field on the contact that will automatically roll up the date of the last phone call.

  • Community Member Profile Picture
    Community Member on at

    Hi

    , please explain roll up?

  • Community Member Profile Picture
    Community Member on at

    As I said, When logging a call the not shows as the administrator with a date when the last update happened therefore, this CRM is ineffective in my eyes, 

  • Community Member Profile Picture
    Community Member on at

    i really need to know an answer if anyone can help pleases?

  • unizap Profile Picture
    unizap on at

    hi,

    please check this blog which explains how to create a field that tracks last contact date for a client.

    www.encorebusiness.com/.../track-last-activity-date-dynamics-crm-dynamics-365

    Rollup fields allow for aggregation of data from many child records to an eventual Parent record.

    read more about roll up fields in blog below:

    www.powerobjects.com/.../roll-up-fields-dynamics-crm-2015

    video tutorial on how to create a rollup field

    m.youtube.com/watch

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