Identifying Last Call Date on Accounts to track neglected Customers

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Posted on by Dave Ashton

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Hi All

One of the requests I've had from the Account Managers is to perform Conditional Formatting on the CRM Account Grid to identify, by colour, accounts that haven't been called recently.

I've downloaded and installed the ConditionalFormattingCRMGrids 1.0.6.1 from CodePlex and that seems to work well, for the example on Incidents.

The challenge I've got with accounts is that it needs to be based on completed Phone Call activities against a given account.

I can get the grid to update based on a field I've created called "Activity Status". The status being "Active","Due","Dormant" and the colouration being Green, Orange, Red accordingly.

What I would like to do is have the "Activity Status" field updated dynamically based number of days elapsed since last call date i.e. 0-60 days = Active, 61 - 90 days = Orange, 90+ = Red.

I would be grateful for any ideas on how to go about this.

Regards

Dave

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Rawish Kumar 13,756 on at

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RE: Identifying Last Call Date on Accounts to track neglected Customers

i think what you can do it by creating a workflow on creation of the activity - it would be a waiting condition workflow and define these condition:

www.powerobjects.com/.../time-condition-based-workflows-in-crm-2011

or if you dont want waiting workflows , follow below post:

rawishblog.wordpress.com/.../escape-from-waiting-condition-workflows-microsoft-dynamics-crm-2016