Now Reading: Dynamics 365 View: Accounts with No Activities for 30 Days
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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
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