Last Activity Date - Historical

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I'm interested in creating a list of neglected contacts/accounts. I have created a Last Activity Date field on both the contact and account entities, and have created workflows corresponding to each activity I would like to track. When I create a new contact/account and add an activity, everything works fine and the latest date is populated.

I am trying to figure out how to do this for activities on contacts/accounts that existed prior to implementing these workflows. What I need is along the lines of "If Account/Contact has Phone Call/Email/Task/Appointment, update the Last Activity Date field with the date of the most recent activity"

Any ideas?

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razdynamics 17,308 User Group Leader on at

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Hi Jeff, what you will need to do is create On demand workflows for all those activity types and

Create a Advanced view of all the records that need to be updated

You can run a Bulk Workflow job to execute on all those records, as OOTB CRM is limited to running it 250 records at a time. It is free to download from

zero2ten.com/crm-2013-bulk-workflow-tool-for-xrmtoolbox

github.com/.../Available-plugins-for-XrmToolBox

Does this help? Kindly Verify :)

Best Wishes, Raz

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