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Microsoft Dynamics CRM (Archived)

Tracking the latest phone call made to a contact

Posted on by 690
I would like a field that behaves like the "Last Campaign Date" field, but for phone calls. Let's call it, "Last Reached," and it should automate the latest date a phone call was made to a contact. How would I go about doing this in CRM Online 2013?

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  • dso Profile Picture
    dso 690 on at
    RE: Tracking the latest phone call made to a contact

    Thanks! That worked for me, except instead of having the workflow run when the phone call was created (that part didn't work) I had the workflow run whenever the "Actual End" field was updated. This seemed to work better on phone calls moving forward. I went through the phone calls from oldest to newest to get the historical dates, and that worked fine also. Thank you very much for your help!

  • dso Profile Picture
    dso 690 on at
    RE: Tracking the latest phone call made to a contact

    But will creating this workflow take care of all current contacts and autopopulate this "Last Reached" field upon opening a Contact? Or will this only work going forward? For example, before making a new phone call, etc., I just want to look at John Smith's record and see when he was last contacted. Will the field automatically display this historical date after creating a workflow? Also, I would like to run a report to display contacts and their "last reached" dates.

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