Use Relative Dates in Advanced Find - 'Before Today'

(0) Share

Report

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?

*This post is locked for comments

I have the same question (0)

All responses (5)

Answers (2)

Verified answer

Nithya Gopinath 17,078 on at

Like (0)

Report
Copy link

Link copied!

Hi Rusty,

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

community.dynamics.com/.../138224

Hope this helps.

Was this reply helpful? Yes No
Verified answer

Community Member on at

Like (0)

Report
Copy link

Link copied!

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)

Was this reply helpful? Yes No
Walter Worthy 5 on at

Like (0)

Report
Copy link

Link copied!

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'.

Was this reply helpful? Yes No
Frank Lee 4,617 on at

Like (0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
Arvind Kushwaha 5 on at

Like (0)

Report
Copy link

Link copied!

Use the OR Condition

1. Yesterday

2. Older than x days = 1

Was this reply helpful? Yes No