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Filter views - use 'today' as a value rather than an operator

Posted on by 1,032

Say that I want to filter a view for a custom entity, considering TODAY as a variable. Currently Dynamics allow for TODAY, YESTERDAY or TOMORROW to be picked up as an operator:

pastedimage1668012301556v1.png

However this means that this view will only shoe records where the date is equal to TODAY. What if I want to create a view to show all records where a date field is EQUAL TO, or EARLIER TO today's date?

I mean something like this:

pastedimage1668012394120v2.png

Is there any way to achieve this with Dynamics?

  • pmdci Profile Picture
    pmdci 1,032 on at
    RE: Filter views - use 'today' as a value rather than an operator

    Thank you for your answer.

    Will "Las X Years" show ALL past data until today's date?

    For example, if the date/time right now is 21-Dec-2022 at 15:30:10:

    - Can I use "Last 50 Years" to show all data from since Dynamics was implemented, until 15:30:09 of 21-Dec-2022?

  • Suggested answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    RE: Filter views - use 'today' as a value rather than an operator

    Hi pmdci,

    It is difficult to convert today from operator to value, and it is difficult to make values dynamic without the help of 3rd tools.

    The easiest way to do this is to use “Last X years” operator. As long as X is large enough you can overwrite all the data in the past.

    Or you can refer to this link: http://missdynamicscrm.blogspot.com/2016/05/modify-crm-view-query-or-filter-dynamically-plugin-retrieve-message-crm-csharp.html

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