Seven years ago, I wrote one of my first CRM related blog posts "Capturing Last Activity Date in CRM 4.0." The post was about using workflows to update the last activity date on a customer account or contact record. Why would you want to capture the last activity date? Because you want to ensure that your customers are being regularly touched by a communication with your company, and there is now way to build a view that says “get me all customers that have not had an activity in the past 90 days.” Having a field that shows the date of the last activity allows me to say “get me all customers where the last activity date is older than x months or does not contain data” to get the customers who have not been touched recently.
I was never really crazy about the solution. Having workflows run for every activity created is a lot of overhead, especially in activity heavy deployments. It was just the only real out of the box way to do it.
Revisiting this post, here is how I would do this today with CRM 2015.
1. Create a new field on the account entity. Call it “Last Phone Call.” Select “Date and Time” for Data Type, and “Rollup” for Field type.