Last Contact | A MICROSOFT DYNAMICS ADD-ON PRODUCT

Keep Track of All of Your Contacts

 

Last Contact is a utility for Microsoft Dynamics 365 CRM that permits you to automatically track the last interaction with a lead, account, contact or opportunity. Easily find neglected customers, ignored opportunities, lack of follow-up with leads, and get a reminder to follow-up with a contact that you may have forgotten about recently.

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last contact microsoft dynamics add-on product

Product Features:

    • Records last phone call or appointment
    • Account last contact roll-up from contact and opportunity
    • Automatically update Last Contact date fields on all records based on phone calls, appointments, and service activities
    • Custom views on account, lead, and opportunity:
      • My neglected records
      • All neglected record
    • Neglected Customer Dashboard:
      • Neglected accounts, leads, and opportunities views
      • Neglected accounts, leads, and opportunities charts by owner


Pricing: $2 per user/month

Questions?

 

For questions on Last Contact, please reference the User Guide below, or contact us.

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