Hi everyone,
I'm hoping someone here may have some inspiration to help us build a query.
We're trying to run queries like "Show me any ACCOUNT that has not gotten a phone call in X days." (We want this field to update for any 'phone call' activity to any contact who belongs to the account.)
Some context:
Our goal:
Can someone help with the logic, to help us build this data field that updates as described above? Thank you!
HI,
You should be able to achieve your requirement using Rollup field.
Please see below blog for more information -
Please mark my answer verified if this is helpful!
Regards,
Bipin Kumar
Follow my Blog: xrmdynamicscrm.wordpress.com/
We've done this for a number of clients and the best way we've found is to run a flow or workflow every time a phone call is logged as made against a contact.
The function updates a field in the related account of that contact with the execution time. This field is your "Last Called on Date".
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