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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

How to have filter criteria in a view to show last rolling 12 months

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Posted on by 26

I need to create a view that would show the Billed in last Rolling - 12 months.

How can I do this?  Not sure what option to pick in the filter area of the view.  Thank you.

  • Suggested answer
    Gustavo Longo Profile Picture
    on at
    RE: How to have filter criteria in a view to show last rolling 12 months

    Hello USA80,

    Hope you are well.

    Based on column that you would like to filter, you can choose a query relational operator for last months or year and achieve your need.

    See these articles:

    docs.microsoft.com/.../search

    docs.microsoft.com/.../advanced-find

    Regards,

  • AriaConsulting Profile Picture
    2 on at
    RE: How to have filter criteria in a view to show last rolling 12 months

    Hi, which D365 app are you using? And does billed=invoiced?

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