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Microsoft Dynamics CRM (Archived)

Last Activity Date of an account and its contacts should be displayed in "Last Contacted date" field

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Last Activity Date of an account and its contacts should be displayed in "Last Contacted date" field

the activities are - email, appointment, phonecall and another custom activity called demo.

we have to display last contacted date on the datetime field when any above activity was created in account or its related contacts.

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  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Last Activity Date of an account and its contacts should be displayed in "Last Contacted date" field

    Hi Varma,

    Do you want to cconsider the activity where the account or its related contact is added as regarding or added as activity party in to, cc, bcc field? If regarding, you can write a workflow on each of these activity entity (including your custom) which triggers on create and updates the current execution time in the account's last contacted date field.

    Hope this helps.

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: Last Activity Date of an account and its contacts should be displayed in "Last Contacted date" field

    Hi Varma,

    You can achieve this with Plugins or Workflows. This article presents another solution.

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