Dynamics Community Forum Thread Details

Power Automate Flow

We need to create an automated flow that updates a customised column named last Activity date for Contact records(both existing and new) upon association with opportunity/quote/any activity.
We chose to create a power automate flow as this will provide us more flexibility. Now we tried to create an automated flow with trigger "when a row is modified or added" this worked fine, but won't apply to existing records in CRM. We need to update last activity date for all contact records.
Then we tried to create a scheduled flow- which worked for both new and existing as it updated for all records at the specified run time. The problem is we were using the respective modified on value of each contact record to fill its last activity date, but we found the modified on is getting updated with the flow run time and so the last activity date also becomes the run time. I tried capturing the initial value of modified on in a variable and then use that variable value to populate last activity date, however that worked temporarily only until a record is modified manually else the flow run time becomes the modified on value and hence the last activity date too.

Any ideas on how to resolve this?

Categories:

Microsoft Dynamics CRM

Update custom "Last Activity Date" field on Contact based on actual related activities, opportunities, or quotes — not based on Modified On (which flow updates).

1. Scheduled Flow (to handle all contacts):

Trigger: Recurrence (e.g., daily).
Action 1: List Contact records.
Action 2 (per contact): Use List Records to retrieve related activities (emails, phone calls, appointments, tasks, opportunities, quotes) via Regarding / Customer / Contact lookup.
- Filter for Status = Completed/Closed where applicable.
Action 3: From all related records, get the most recent ActualEnd (activities) or CreatedOn (opportunity/quote) dates.
Action 4: Update Contact's "Last Activity Date" with the latest date found from above.