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Customer experience | Sales, Customer Insights,...
Suggested Answer

Want to filter those opportunities wich has no activity since 1 month

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Posted on by 90

Hello, 

I want to filter and track those opportunities in my system which has no Activity (email, phone call, meeting etc.) since 1 month. 

Is there any out of box way to achieve this. 

I have the same question (0)
  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    Check this post - www.c5insight.com/.../dynamics-365-view-accounts-with-no-activities-for-30-days.aspx

  • Suggested answer
    Steve Zhao2 Profile Picture
    Microsoft Employee on at

    Hi Sakib,

    You can also create a rollup field on the Opportunity entity like this:

    pastedimage1679981696326v1.png

    Then filter by this column is ok:

    pastedimage1679981729841v2.png

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