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I have two fields in CRM representing a day of the week (day spelled out in text) and week of the month (numeric value 1-4). Getting curent year is not a problem. The idea is to represent a very specific day of each month we will perform an action.
I want to turn that into a date value and update a separate date field each month with the correct date for that particular month. I have hit a wall so here I am asking for an assist :-).
I have played around with calculated date fields and the various workflow utilities and have not been able to accomplish much.
Any ideas?
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Yes, let us know if you go for plugin and needs any help.
I think you are right. I would not mind changing things slightly to "third Wednesday of the month" but i still don't think I can achieve without custom code. I was hoping I was missing something with the various workflow utilities.
thanks to you both.
Hi,
I don't think you will be able to get anything out of box or any utility to achieve this. You will need to write your own custom code (plugin/ JavaScript etc) to get the date out of this.
Hope this helps.
Hi jenks540,
You will still be able to make use of SQL Server Agent Jobs if you have SQL Server Management Studio (SSMS) and SQL Server Integration Services (SSIS).
Hi jenk540,
I was under the impression that you only wanted to execute the logic once.
Consider executing your logic from a reoccurring SQL Server Agent Job instead of directly from Dynamics CRM. By customising a SQL Server Agent job, you can choose the particular days you want to run your logic.
Hi jenks540,
It think it is a better idea to create a single date field and compare the date field to the current date on a regular basis. Then execute your logic when the date field exceeds the current date.
I think it is important to point out that there are typically more than four weeks in a month, and there are other reasons why your text approach will create unnecessary complexity.
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