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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / 4-4-5 Fiscal Calendar
Microsoft Dynamics CRM (Archived)

4-4-5 Fiscal Calendar

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Posted on by John Ferrara 65

Our fiscal calendar is based on 4 Quarters.  The quarters are not simply full months.  Each quarter is made up of 4 weeks, 4 weeks, and 5 weeks.  Is this the "4 week period" setting in CRM Online or do I have to do something custom?

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  • invantix Profile Picture
    invantix 305 on at
    RE: 4-4-5 Fiscal Calendar

    Did you ever figure out how to do this?

    I have a similar situation (we have quarters that are 5-4-4 weeks).  

    Monday is the first day of a week...

    All I see is changing the start date of a fiscal quarter and no way to define the periods

  • John Ferrara Profile Picture
    John Ferrara 65 on at
    RE: 4-4-5 Fiscal Calendar

    No...I wound up building a staging table that holds the start\end dates for each period.  I then bounce the transaction date against that table to determine what the period it is in.  It's not pretty, but it works.

  • invantix Profile Picture
    invantix 305 on at
    RE: 4-4-5 Fiscal Calendar

    So does your staging table allow you to use your 4-5-5 calendar with the functionality for goals in Dynamics CRM ie setting quarterly and monthly goals?  

    I seems that now all of your reporting and goal setting is complicated and probably requires IT help.  In Sales Force I just set up the periods and the sales manager could use the report wizard to create whatever fiscal period based goals/reports he needed.

  • John Ferrara Profile Picture
    John Ferrara 65 on at
    RE: 4-4-5 Fiscal Calendar

    We don't use the goal functionality yet, so I'm not sure if it would work.  We created a separate entity primarily for doing all of our reporting.  We break out the dates into 3 separate fields (month, day, year) and then use the staging table to determine what 4-4-5 fiscal period it's in.  We are doing this all in back end fetchxml\sql queries...not in CRM.  It's a pain, but we got it working.  

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