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Microsoft Dynamics CRM (Archived)

Use Relative Dates in Advanced Find - 'Before Today'

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Posted on by

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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  • Arvind Kushwaha Profile Picture
    5 on at
    RE: Use Relative Dates in Advanced Find - 'Before Today'

    Use the OR Condition

    1. Yesterday

    2. Older than x days = 1

  • Frank Lee Profile Picture
    4,617 on at
    RE: Use Relative Dates in Advanced Find - 'Before Today'

    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

  • Walter Worthy Profile Picture
    5 on at
    RE: Use Relative Dates in Advanced Find - 'Before Today'

    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'. 

  • Verified answer
    Community Member Profile Picture
    on at
    RE: Use Relative Dates in Advanced Find - 'Before Today'

    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)

  • Verified answer
    Nithya Gopinath Profile Picture
    17,078 on at
    RE: Use Relative Dates in Advanced Find - 'Before Today'

    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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