Next and Last Activities for Dynamics 365 & Power Apps

Instantly check the most recent interactions for any record type, and what interactions are up-coming, for any record in Dynamics 365 and model-driven Power Apps.

Last Activities Neglected accounts

No Neglected Accounts!

Automatically marks records as neglected if no recent activity is tracked

Next Activities Customisable

Customisable

Define which activity types are shown and where the visualisation will appear.

Next Activities Easy Navigation

Easy Navigation

See the full activity subject on each tile and open entries directly from the visual.

Demonstration of Dynamics 365 Next and Last Activities

How Next and Last Activities Works

Without setting timeline filters or scrolling endlessly down the timeline, users can clearly track communications for any record in standard entities, such as accounts, leads and opportunities, and custom entities that support activities.

  • The visualisation can be added to main record form for any entity, or be shown in a separate tab.
  • Activity values are captured on each record. Supporting fields can be shown or hidden, as required.
  • Scheduled activity data can be rolled up from related records. For example, Next Activities for an account can be configured to include activities scheduled with associated contacts.
  • Configure sort orders by activity create or modified dates.
  • Define the time period when a record will be defined as neglected, to help keep track of records that have no recent activity with views and dashboards.
  • Click a tile to open the associated activity.
  • Define which activities types are shown in the visualisation, for example, restrict this to phone calls and appointment activities.

Avoid Neglected Account Scenarios

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.

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Next and Last Activities Pricing

Next and Last Activities for Dynamics 365 is one of many solutions that are available at no additional cost as part of Preact's Elevate 365 Managed Service. This can also be purchased using our Solutions 365 subscription from £8.25+VAT per user / month which provides full access to all the packaged products in Preact's Solutions Hub.

Further solutions which can be deployed using either of these subscriptions include:

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