Use Relative Dates in Advanced Find - 'Before Today'

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Posted on by Community Member

Hi, probably a really simple question here but I just cant seem to find an answer. I am running an Overdue Opportunities Advanced Find in CRM, but looking to use the relative expression Estimated Close Date is Before Today. I'd like to run this Advanced Find any day without having to change the criteria.

Hope this makes sense. Any ideas as to how I can make this work?

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Nithya Gopinath 17,078 on at

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Hi Rusty,

Please refer the following community thread. It provides you with a resolution for this issue.

community.dynamics.com/.../138224

Hope this helps.

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Community Member on at

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Thanks Nithya.

That helped me figure out the solution. I used an OR filter for 2 x criteria

1. Last X Days (using 500 days)

2. Last X Years (using 100 years)

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Walter Worthy 5 on at

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Sorry, but I don't see how this is proposed as the accepted answer. Your first criteria - 'Last X Days (using 500 days)' will include today's date. If you're running 2015 Update 1 or later you at least have 'Older than X Days' or 'Older than X Hours'. While better than nothing it's still not the equivalent of 'Before Today'.

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Frank Lee 4,617 on at

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If you are on CRM 2016 or higher - check this blog on how to setup Advanced Find to find records before today

mscrmonline.wordpress.com/.../advanced-find-before-today-or-older-than-today

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Arvind Kushwaha 5 on at

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Use the OR Condition

1. Yesterday

2. Older than x days = 1

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