Share
Report
408Hi,
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?
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
All responses (
Answers (
