Here is the setup for the process ‘Emails – Update last activity date’Ī) Follow steps a) and b) above. Updating the regarding record updates the ‘Date of Last Activity’ to the phone call’s end-date. Because there may be cases where the ‘Date of Last Activity’ is blank, the ‘OR’ condition in the step accounts for that. Overall, we are asking CRM to check the current ‘date of last activity’ and update it with the date the latest activity (in this case the phone call) was closed. This means if you would like ‘Date of Last Activity’ on leads, opportunities, and contacts, then each will require a step.Ĭ) The conditions are pretty simple and you can copy them from the image below. You’ll see why later.ī) Create a separate process step for each entity where you would like this process to run. Also ensure the workflow is set to run as an ‘on-demand’ process. Here is the setup for the process ‘Phone Calls – Update last activity date’Ī) Ensure the scope is set to ‘organization’ and runs when a new activity is created. Settings –> Customizations –> Customize the System –> Processes –> NEWĬreate a separate process (workflow) for each activity type that your users use. The process will then update the field with the new date and voila! To set this up, please follow the steps below and forgive my terrible condition labeling. The next step is to create a workflow that will keep the data in our new field up-to-date each time a new activity related to a record is completed. Settings–> Customizations–> Customize the System –> Entities –> Lead (or entity) –> fields –> NEW This assumes you have administrative access to configure Dynamics CRM setting. It will be a date field and you should create and map for all entities you would like (leads, contacts, accounts, opportunities etc.). The first step is creating a new field for Dynamics CRM forms that will display the actual date and time the last activity was completed. Create a custom field for ‘Date of Last Activity’ How to Track the ‘Date of Last Activity’ for Dynamics CRM Recordsġ. Here is an example of what our sales team sees in a record and in views: The last time a partner account engaged directly.The last time a lead received an email or call from sales.The last time a customer was in direct contact with the support team or vice versa.Use the ‘Date of Last Activity’ field if you need to easily reference: I should also note that I did this myself and if I can do it, you can do it – so roll up your sleeves and start configuring your CRM (assuming you have been granted Administrative access of course). The fix ended up being a very simple custom field and a few short processes (workflows) added to Dynamics CRM. Instead, we needed a way to track when the last activity was completed for a record. This means that the ‘Modified On’ field is irrelevant to our processes. Microsoft Dynamics CRM does offer an out-of-the box field called ‘ Modified On’ that displays the date when a record was last edited or updated, but in our day-to-day, lead and contact activities (tasks, emails, phone calls) are happening that do not require the actual record to be updated. One such example of this that we recently tackled arose when we tried to give the sales team a quick way to visualize the last activity date for a lead or contact. Anyone who feels the same would also agree that unless a CRM system is configured to your unique needs, it can be tricky to quickly access and view the details needed for timely and effective action. I am not ashamed to admit that I would be lost without it. It isn’t news that a well-oiled CRM system is the MOST important tool for sales, marketing and customer relationship management initiatives. This post is for Dynamics CRM developers and Administrators looking to better track sales, marketing and customer relationship activities.
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