Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Disable hours/minutes ...
Microsoft Dynamics CRM (Archived)

Disable hours/minutes from the Close Date of an Opportunity

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

I work for a global company with different sales offices around the globe.  I was requested to create a view that displayed the opportunities close in October 2017 (Oct 1st - 31st).  The view for me in Houston resulted in 30 opportunities.  When I shared this view with a colleague in Oslo, they only saw 29.  It turns out that one opportunity was closed on Oct 31st at 18:00 Central Time Zone (GMT -6).  My colleague has their time zone to Oslo (GMT +1).  Hence this opportunity for them was "closed" on Nov 1st @ 01:00.

Either than setting all users to have the same time zone, what can be done to make sure that a close (or created) date represents the time and location?

Thank you

*This post is locked for comments

  • Pawns or Kings Profile Picture
    Pawns or Kings on at
    RE: Disable hours/minutes from the Close Date of an Opportunity

    Hi Orticelli,

    Sorry, for some reason copying the url did not work the first time. Here is the corrected link (I updated my other post, too: https://technet.microsoft.com/en-us/library/dn946904.aspx?f=255&MSPPError=-2147217396).

    I know my suggestion isn't ideal, but as you said, it's the most direct way to address the issue without writing custom code.

  • TomSmelser Profile Picture
    TomSmelser 1,570 on at
    RE: Disable hours/minutes from the Close Date of an Opportunity

    That is affected by timezone. Read on date filter options here. community.dynamics.com/.../date-and-time-operators-in-crm-explained  

    Custom time-zone independent field as David describes is a good alternative.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Disable hours/minutes from the Close Date of an Opportunity

    David,

    Thank you for the response.  Your link did not work but I was able to find some additional source material using the keyword "time-zone independently".  Your suggestions, although cumbersome, is probably the most straight forward way if we are unable to change the system field.

  • Verified answer
    Pawns or Kings Profile Picture
    Pawns or Kings on at
    RE: Disable hours/minutes from the Close Date of an Opportunity

    Hi Orticelli,

    By default, the Closed Date is a "Date Only" which sets the closed time to 12:00 AM GMT. Because you are six hours behind GMT and your colleague is 1 hour ahead, you will always have the closed dates off.

    Review the documentation below for further information.

    https://technet.microsoft.com/en-us/library/dn946904.aspx?f=255&MSPPError=-2147217396

    Unfortunately, since this is a system field, I do not believe on its own it can be edited. So, the best option I can think of immediately may not sound too appealing. You can create a custom field in the Opportunity entity, and set the behavior to Time-Zone independent. You could then have a business rule set the date equal to the Closed Date. So, essentially, you'd make the Closed Date field time zone independent.

    Good luck!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Disable hours/minutes from the Close Date of an Opportunity

    Tom,

    Thank you for the quick reply.  We are in fact using the "Last Month" pre-set date fields in the Advance Find.

  • TomSmelser Profile Picture
    TomSmelser 1,570 on at
    RE: Disable hours/minutes from the Close Date of an Opportunity

    You could experiment with creating closed month and closed year fields. Capture these at time of close. This would records based on the users local. If that makes sense. If needing to force the timezone then you could write a custom workflow activity.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans