We are trying to figure out how to calculate current sales as a % of budget amount. Fiscal year starts on 4/1 not 1/1 so we need to determine sales in Jan/Feb/Mar back to previous year 4/1. Any suggestions on how to best code this for [% of budget] field?
Thank you in advance for guidance, two non IT guys trying to make Dynamics 365 work for our company.
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I think to do this properly, you should consider a Dynamics 365 plugin. I don't think a calculated field can do this for you.
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André Arnaud de Cal...
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