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Create Opportunity View that last activity date RRS feed

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    Hello,

    I am looking for a way to display the last contacted date as a column in my custom View when looking at Opportunities.  

    In other words, the date that an email or phone call was recorded in the specific Opportunity. 

    Is there a way to do this, pull date information from under the Activities pane for a specific Opportunity and display it on the view screen?

    (I tried using the existing "Modified on" field, it does not reflect Activity updates).

    Thanks.

    Nicole

    Tuesday, May 6, 2014 4:49 PM

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    Hi Nicole,

    CRM does not support adding column (out of the box for this) and if you field to display date you need to add date and then write plug in/workflow which updates this field whenever email/phone created or updated...

    CRM however does provide one workaround where you can build view which display for example all opportunity where activity modified or created in last 7 days, refer my blog article related to this (it is in CRM 4 but valid for all CRM versions)..

    http://mayankp.wordpress.com/2010/04/09/crm-small-tip-advanced-find-for-activities/

    Hope this helps..


    MayankP
    My Blog
    Follow Me on Twitter

    • Marked as answer by NSackin Saturday, June 14, 2014 1:12 PM
    Tuesday, May 6, 2014 8:24 PM
    Answerer

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    Nicole,

    You cannot get that information directly from Activities. You'll have to add a date field on opportunity to track the last activity date and also use it in views. You should update this field when a related activity is created using workflow / plugin.

    HTH

    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'


    Tuesday, May 6, 2014 5:23 PM
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    Hi Nicole,

    CRM does not support adding column (out of the box for this) and if you field to display date you need to add date and then write plug in/workflow which updates this field whenever email/phone created or updated...

    CRM however does provide one workaround where you can build view which display for example all opportunity where activity modified or created in last 7 days, refer my blog article related to this (it is in CRM 4 but valid for all CRM versions)..

    http://mayankp.wordpress.com/2010/04/09/crm-small-tip-advanced-find-for-activities/

    Hope this helps..


    MayankP
    My Blog
    Follow Me on Twitter

    • Marked as answer by NSackin Saturday, June 14, 2014 1:12 PM
    Tuesday, May 6, 2014 8:24 PM
    Answerer
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    I am having difficulties creating a field that tracks the last activity date.  I created one called "Last Activity Date" for this purpose but I can't seem to get the Relationships right, it isn't pulling any data.

    If you can answer how to do this, I believe I can create a workflow from there and accomplish my goal.  Can you help with this or point me to where I would need to go to set up the field I need?

    Nicole

    Tuesday, May 6, 2014 9:33 PM
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    Once you created the 'Last Activity Date' field of type 'DAte and Time', you have to set it in workflow (as chosen) to populate the data. You don;t have to edit relationships for that.

    Lets say you want to track tasks, then create a workflow on create of task. Check if the Regarding field is opportunity, if yes then update the 'Last Activity Date' with the task date. Repeat the same for all activities that you want.

    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    • Proposed as answer by Mamatha Swamy Tuesday, May 6, 2014 9:49 PM
    Tuesday, May 6, 2014 9:49 PM
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    Hello,

    While this sounds good in theory, in practice I am getting 0 data populated in the Last Activity Date field.  No date information at all.

    Thursday, May 22, 2014 8:18 PM