Dynamics 365 : Show the time stamp of Last Phone activity for an entity?

Problem Statement –

In one of the last assignments, I was asked to show the time of Last Phone activity for an entity. Like this – Here Last Phone Column shows the recent Phone activity only, If there is any other type of activity, it will not show up here.

Solution –

For the purpose of illustration, here I will be implementing this functionality from scratch so I will create a new entity.

Step # 1 – Enable Activities and Notes for the entity as shown here.

Step # 2 – Now Add a new Process as shown below –

It involves the following steps –

1. Name the process
2. Activate as Process
3. Entity will be Phone Call (Most important point to notice)
4. Set the Category
5. Now from Add Step -> Check Condition and set the condition you want
6. Now from Add Step -> Update Records
7. Select the entity you want
8. Click on Set Properties

It will open up this page.

Step # 3 – Now the identify  your field to be updated (in my case it is the Last Phone), as shown here

Step # 4 – Save the changes, Activate the process and publish the solution. You will get the expected output. Don’t forget to add this new field to your view.

Hope this helps someone…