Lapsed Records Solution

Reduce the risk of losing customers and prospective deals resulting from a lack of recent engagement.

The Lapsed Record solution will automatically check your Dynamics 365 environment to identify and flag any records where no engagements have been tracked within a defined timeframe. This solution features a set of FetchXML queries which can be edited or expanded, as appropriate.

• Use a prebuilt Power Automate flow to determine how frequently the FetchXML query will run. For example, schedule daily or weekly automated checks.
• The status reason of each record found by this query will be automatically set. By default this is set a 'Lapsed' but this value can be modified.
• Configure your own views or reports which dynamically list lapsed records to ensure these are proactively followed up.