This great solution allows Dynamics 365 users to quickly view the last completed activity, along with the time and date stamp of that activity. Having this information available directly on the entity records enables users to quickly see the last time anyone in CRM has reached out to the record and what type of interaction it was.
Last activity can be viewed on:
- Account
- Contact
- Lead
- Case
- Opportunity
Additionally, users can pull advanced finds and reports off of these two fields. For example, a user could set-up a dashboard in CRM for all cases that have been open for more than seven days and have not been touched in the last two days. They can then have processes to make sure those cases are being followed-up properly. Another great example of utilizing the PowerLastActivity fields is a workflow that emails record owners when their records haven’t been followed-up with in the past week, month or year. The possibilities are truly endless.
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Pricing: $1.50 per user
Price is per user, per month. All enabled users are automatically counted – this includes read-only users, admin-only users, and service accounts.
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Solution Requirements
ADFS forms based authentication Any Online or on-premise implementation of: CRM 2016 / Dynamics 365
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Attention
Starting June 1, 2021, we will begin charging a $20 monthly base fee per PowerPack add-on used in your organization. This new charge, which is in addition to your regular user-based charge, will enable HCL-PowerObjects to continue innovating new and exciting ways to enhance your Dynamics 365 experience.
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PowerObjects has a team of support engineers ready to help! Our PowerPack Pros are passionate about helping trial and subscribed users get the most out of their Add-ons.
PowerLastActivity
Track the last activity type, date and time directly on an entity form in CRM for Dynamics 365.