![]() ![]() Settings–> Customizations–> Customize the System –> Entities –> Lead (or entity) –> fields –> NEW This assumes you have administrative access to configure Dynamics CRM setting. It will be a date field and you should create and map for all entities you would like (leads, contacts, accounts, opportunities etc.). The first step is creating a new field for Dynamics CRM forms that will display the actual date and time the last activity was completed. Create a custom field for ‘Date of Last Activity’ #Crm javascript setdate how toHow to Track the ‘Date of Last Activity’ for Dynamics CRM Recordsġ. Here is an example of what our sales team sees in a record and in views: The last time a partner account engaged directly.The last time a lead received an email or call from sales.The last time a customer was in direct contact with the support team or vice versa.Use the ‘Date of Last Activity’ field if you need to easily reference: I should also note that I did this myself and if I can do it, you can do it – so roll up your sleeves and start configuring your CRM (assuming you have been granted Administrative access of course). The fix ended up being a very simple custom field and a few short processes (workflows) added to Dynamics CRM. Instead, we needed a way to track when the last activity was completed for a record. ![]() This means that the ‘Modified On’ field is irrelevant to our processes. Microsoft Dynamics CRM does offer an out-of-the box field called ‘ Modified On’ that displays the date when a record was last edited or updated, but in our day-to-day, lead and contact activities (tasks, emails, phone calls) are happening that do not require the actual record to be updated. One such example of this that we recently tackled arose when we tried to give the sales team a quick way to visualize the last activity date for a lead or contact. Anyone who feels the same would also agree that unless a CRM system is configured to your unique needs, it can be tricky to quickly access and view the details needed for timely and effective action. I am not ashamed to admit that I would be lost without it. It isn’t news that a well-oiled CRM system is the MOST important tool for sales, marketing and customer relationship management initiatives. Have you ever thought a functionality as small as this can take you for a ride.This post is for Dynamics CRM developers and Administrators looking to better track sales, marketing and customer relationship activities. I have used date only field here, even for DateTime field as well the input control description format would be similar to date field as: Setting the value to input control description will reflect the date in UI. In order to set the description value we need to get hold of that control as well. If we simply try to set the value of date field the value gets set but the date picker description is not set like Let me explain why we need to set value input control description field. If you just specify the date value, platform won’t detect it. The first thing you should remember is datepicker control in bootstrap uses moment.js to set up the date value. InputControl.val(moment(d).format(dateFormat)) Var dateFormat = inputControl.attr(‘data-date-format’) ĭatefield.val(moment.utc(d).format(‘YYYY-MM-DDTHH:mm:ss.0000000\\Z’)) Var inputControl = $(‘#’ fieldname ’_datepicker_description’) take the input control for the date picker If you are thinking just setting the value of the datefield with this line –> $(“#crb60_datefield”).val(new Date()) will work, it unfortunately won’t.īelow is sample function I have written to set the value of the date field.įunction setDateControlFieldValue(fieldname) ![]() Below is a screenshot of an entity form with date field.īased on custom business logic on the client side, we have to set the value of the date field ( cr6b0_datefield). Sometimes the simplest of things takes us by surprise. You may be wondering why this simple post? After all, setting a date value, what’s in that? FOLLOW MY BLOG FOR INTERESTING FEATURES ABOUT DYNAMICS 365/ POWERAPPS/ PORTALS AND LOT MORE ![]()
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