Microsoft Dynamics CRM (Archived)

Est. Close Date filter options

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Posted on by Community Member

Hi All,

I want to create a report of opportunities with Estimated close date in next 2 months AFTER current month.

Current filters don't have this option, can anybody please suggest a way to do this?

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Rawish Kumar 13,758 on at

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Hey,

You have to use fetchXML report in this case.

technet.microsoft.com/.../dn531151.aspx

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Community Member on at

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Thanks for your answer but there is no option of 'not' older than or 'after' X months in your link. Sorry did not understand :(

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Celine Yun on at

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like this?

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Community Member on at

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Thanks Yang, but this also pulls the current month, i want the next 2 months after current month - for example July and August.

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Community Member on at

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CRMhelps,

This can not be done through the User Interface. In order to build this report you will have to use a tool generally utilized by developers. These tools are beyond the scope of my expertise. I hope to see a "NOT" in the UI filters someday too!

The link Rawish provided earlier can get you started, I wish you the best.

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Community Member on at

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Thanks Tricia, Im waiting for the NOT filter too, meanwhile this is a workaround via fiscal years

https://community.dynamics.com/crm/f/117/p/283321/810261#810261

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Thomas Lindqvist 15 on at

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Hello!

I stumbled across the same prerequisite from a customer. I manage to solve the issue without changing the fiscal period.

If you try this it will (hopefully) work. It worked for me anyway :)

1. Create a Date and time field with behaviour User Local. I named it "Hidden Close Date". Add it to the opportunity form

2. Create a business rule using the default Estimated Close Date field.

If
Est. Close Date Contains Data

Then
Set Hidden Close Date to Est. Close Date

3. Create a new calculated whole number field (I named it Days Left). Use the condition

If Hidden Close Date contains data

Action
Set Days Left to DiffInDays(Now(), Hidden Close Date)

4. Add the Days Left field to the Opportunity form

5. Set the filtering to the view you want showing these opportunities to the following

Days Left is greater than or Equal To 31

AND

Days Left is less than or Equal To 90

AND
Status Equals Open

6. Create some opportunities and change the standard estimated close date field back and forward to make sure the business rule, the calculated field and the view filtering works as it should.

7. Hide your two new fields on the form.

I wish you the best in managing this issue.

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Mick_4711 552 on at

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Hi,

Isn't there a possibility create a AND Filter on

Est Close Date ---- after ---- This Month

Est. Close Date --- Next X Months - Value 2 ?

I'm not at work and can't check this at the moment

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Mick_4711 552 on at

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Edited

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