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Filtering views by Calendar Months

  • 1.  Filtering views by Calendar Months

    Posted May 28, 2020 10:05 AM

    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 calendar month exists 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! 



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    Shane Gotkin
    Spirax Sarco
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Filtering views by Calendar Months

    TOP CONTRIBUTOR
    Posted May 29, 2020 11:24 AM
    I haven't used the fiscal year settings we have available in D365, but I'm wondering if you could set yours to use monthly and then use the next x fiscal period as the filter

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    Jill Vazquez
    Technical Specialist - CRM
    Bioventus, LLC
    Durham NC
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    Academy - Online Interactive Learning from Experts


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