Instantly check the most recent interactions for any record type. Use these insights to be alerted to neglected accounts, contacts, leads, or any other record.
See at a glance when each customer was last contacted - by any activity type
No Neglected Accounts
Automatically marks records as neglected if no recent activity is tracked
Works on any Record
Apply to Contacts, Accounts and any record type that supports activities
Instantly check the latest interaction - for any record
Using in built functionality, Dynamics 365 does not provide a quick way to check the most recent interactions by each activity type.
The standard timeline control will display all activities for a record in chronological order, regardless of their status (open, closed, scheduled, etc.). This can be filtered but it is still not easy to check the last engagement based on a specific type of activity or other criteria.
For example, there may be a need to identify if an account manager has completed a call or met a customer within a defined timescale but Dynamics doesn't easily show this detail on an individual record.
The 'Last Activities' solution provides clear visibility on any Dynamics 365 record form where activities are created. As well as accounts, contacts and opportunities this can also be applied to custom entities which enables users to instantly see when a customer was last contacted.
- Choose which activity types are tracked e.g. phone calls and appointments only
- Configure sort orders by activity create or modified dates
- Customise activity fields shown in the Last Activity tile
- Define the time period when a record will be defined as neglected
- Click a tile to open the associated activity
- Last activity values are captured on the record enabling analysis through Dynamics views, charts and dashboards
Eliminate Neglected Accounts
When a neglected record is identified, this can be automatically marked by the Last Activities solution through a daily automation process. Through views and dashboards, users can quickly identify which records need and get back in touch.
The Last Activities solution for the Unified Interface is built using Power Apps Control Framework enabling a super-quick installation. This includes a Flow / Power Automate component that will be installed and configured if the Neglected Records functionality is used.
The Last Activities solution is available at no cost to Preact Managed Service Clients.
Get in touch now to find out more about deploying this in your Dynamics environment.