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Dynamics 365 View: Accounts with No Activities for 30 Days - 365 Community

Dynamics 365 View: Accounts with No Activities for 30 Days

An often requested Dynamics 365 feature is to have a view of “past due” accounts, contacts, leads, or cases.  By “past due” I mean records that have had no contact for a certain amount of days.

There are a number of ways to give your users this capability.  I’ll review some of the simpler ones today.

Option 1: Accounts with No Activities View in D365

Microsoft recently rolled out a new…

Continue Reading Ally Jameson’s Article on their blog

Dynamics 365 View: Accounts with No Activities for 30 Days

Blog Syndicated with Ally Jameson’s Permission

Author: Ally Jameson

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