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View to identify accounts having no activities in last 3 months filter not working

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Posted on by Inogic

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Hi,

We want to create a view in Dynamics 365 CE to identify all accounts that have not had any completed activities in the last three months (i.e., accounts that have not been "touched" during this period).

We attempted to achieve this, but the results are inaccurate in cases where accounts have multiple completed activities. For example, if an account has two completed appointments—one in December 2024 and another in August 2024—the account still appears in the list. This is incorrect, as the account was "touched" in December and should therefore not be included.

Our goal is to generate a list of accounts where the most recent completed activity (e.g., appointment, email, phone call, etc.) occurred more than three months ago. In other words, we want to identify accounts that have not had any completed activities within the last three months.

Is it possible to achieve this using the Dynamics CRM interface, or would we need to implement this programmatically? If programmatic implementation is required, could you provide guidance on how to approach this?

Thanks!

Sam

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Dynamics 365 Sales

Microsoft Dynamics CRM

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Jimmy Passeti 599 Most Valuable Professional on at

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View to identify accounts having no activities in last 3 months filter not working

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Jimmy Passeti 599 Most Valuable Professional on at

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View to identify accounts having no activities in last 3 months filter not working

Hello,

Unfortunately, there is no native way of doing this.
the filter has this limitation.

What you can do is customize Dynamics a bit for this.

One idea is to create a field in the table that will be fed with the date every time an activity is created for this account.
This way you'll have the last date there was an activity for all accounts and you can use the field for the filter.

Regards,
Jimmy Passeti | Microsoft MVP
✅ Please mark as Verified if this answered your question!

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Tom Gioielli 46 on at

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View to identify accounts having no activities in last 3 months filter not working

An alternative to the table field and a workflow to populate the last activity date would be to create a Rollup Field that determines the MAX [Created On] for any child activities. This prevents needing to write a workflow or other process to populate the field. Then you can continue and set up your view to go against this field.

The benefit to the rollup field is that it will not need to be backfilled, and will populate for all existing Accounts and Activity records once it runs (and it stays updated every hour by default).

Create rollup fields in Dynamics 365 Customer Engagement (on-premises) | Microsoft Learn

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