Updating Accounts when Account not Regarding

(0) Share

Report

Posted on by Dave Ashton

197

I create a lot of call activities for the team to process but I have a bit of a challenge.

I would like the completion of a Phone Call to trigger updates to the account that the call was created against. Calls are created from within a campaign so, in the majority of cases, the "Regarding" entity is Campaign Activity rather than "Account". Given that this is the case, I can't get a workflow to trigger an update to the Account that the call was "To".

All I would like to achieve is:

If the call is completed by the Owner of the Account record then update "LastCalledDate" to the date the process runs

Anyone know if this is possible through workflows? If not, are there any other workarounds?

Regards

Dave

*This post is locked for comments

I have the same question (0)

All responses (2)

Answers (0)

Suggested answer

Community Member on at

Like (0)

Report

Hi Dave,

you could proceed as follows:

1) Create a plugin on PreUpdate message of phone call

2) Inside plugin: retrieve campaign activity

3) Query for campaign activity with customer field, where you will extract the Account

4) Update LastCalledDate of the Account

5) You are done!

Please let me know if you solve.

If you found the answer helpful, please mark as Verified

Join my network on LinkedIn Follow me on Twitter

Thank You & Best Regards

Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

Was this reply helpful? Yes No
ashlega 34,477 on at

Like (0)

Report

Or, if you want to try a no-code solution..

- Create an account lookup on the campain activity

- Create a workflow for campaign activity to set that account lookup from the regarding field (from the campaign activity->activity)

- Create account lookup field on the phone call

- And a workflow to update that lookup from the campaign activity

Then you can use that lookup in yet another workflow to finally set the date

Was this reply helpful? Yes No