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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Date of Last Activity
Customer experience | Sales, Customer Insights,...
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Date of Last Activity

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Posted on by mbruno1 15

I've looked through the posts on the board and have been able to create the Date of Last Activity fields for Leads and Opps.  Unfortunately the field is not automatically updating and requires the end-user to click the Refresh icon right next to the field.  

I'm looking to do two things

1) Have the Date of Last Activity populated for all existing leads / opps based on whatever date the last activity occurred

2) Have the Date of Last Activity update automatically when an Activity is performed on a lead or opp

I've tried to add a process as described here -https://blog.crgroup.com/how-to-display-the-date-of-last-activity-in-dynamics-crm/ - but I cannot figure out how to get this done.  My process screens look nothing like theirs.  I'm using Microsoft Dynamics CRM 2016 currently and upgrading to 365 is not going to happen near term.  

Anyone have any suggestions on how to accomplish this?

  • Vipin J Profile Picture
    Vipin J 1,583 on at
    RE: Date of Last Activity

    Hi

    Here is a Javascript approach which I can think of.

    vjcity.blogspot.com/.../date-of-last-activity-in-dynamic-crm.html

    https://vjcity.blogspot.com/2019/12/date-of-last-activity-in-dynamic-crm.html

  • mbruno1 Profile Picture
    mbruno1 15 on at
    RE: Date of Last Activity

    Thanks MikeC

    the GITHub option is probably great, but I'm more interested in the JavaScript route as I don't think I'll get the thumbs up to download / install third party updates on our CRM.  Any thoughts on how that can be done?

  • Suggested answer
    MikeC282 Profile Picture
    MikeC282 2,095 on at
    RE: Date of Last Activity

    Hi. 

    What is happening is that the date of last activity is a calculated field and they refresh every 12 hours from the time of setup. In order to force roll up calculation you can either do it with javascript or an easier and more semi out of the box method is to first download and install the below solution by demianrasko.

    https://github.com/demianrasko/Dynamics-365-Workflow-Tools

    The solution contains a bunch of workflow tools you can implement into your workflow including a force rollup field calculation.

    https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/Force%20Calculate%20Rollup%20Field.md

    Once you've installed the solution you can then setup a workflow that triggers on activity creation or activity status change and put some additional conditions and have it trigger the rollup field of whatever entity you've got the activity regarding.

    Hope this helps and please mark as answer if this answers your question.

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