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Filtering with Calendar Months

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Posted on by Microsoft Employee

Hello,

I am trying to create a few opportunity views but it appears that the "next X months" is returning the following 30/60/90 days instead of using the following calendar month. I see that calender month excists and works well within BI, but i'd like to do this directly within CRM.

Closing next calendar month (If today is 5/27 then this would filter for June 1 - June 30th)

Closing next 2 calendar months (if today is 5/27 then this would filter for June 1 - July 31)

Closing next 3 calendar months (if today is 5/27 then this would filter for June 1 - Aug 31)

Thanks for your help! 

  • RE: Filtering with Calendar Months

    I have confirmed that in my CRM environment I get the following results.
    Closing next calendar month (If today is 6/2 then this would filter for June 2 - July 2)

    Please see also this forum article.
    community.dynamics.com/.../dynamic-filter-next-3-months

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