Advanced Find Before Today or Older Than Today


This is a very common user question since Microsoft CRM 1.0 – how to setup an Advanced Find view to display all the records filtered on a CRM entity’s date field (such as the Account’s Created On date) that is before today or older than today.  Dynamically and NOT hard coded the date via using the Advanced Find’s “ON or Before” date operator.

Since Microsoft Dynamics CRM 2016 (first available in Microsoft Dynamics CRM Online 2015 Update 1) – there are additional out of the box Advanced Find date operators such as Older Than X Minutes/Hours/Days/Weeks/Years…

This is wonderful – because by using the following two Advanced Find filter conditions on any entity’s date field will provide the list of all records Before Today or Older Than Today dynamically:

[Date Field] Older Than X Days = 1 OR [Date Field] Yesterday

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We need the additional Yesterday filter because the Older Than X Days operator only accepts a value from 1 to 500 and doesn’t support 0.

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Yay!  All out of the box.  No more need for XML hacking, external Excel transformation, custom reports, etc.

 

Contact me if you need some Microsoft Dynamics 365 CRM Customer Engagement assistance.

Frank Lee, Microsoft Business Solutions MVP Dynamics 365 CRM
San Francisco Bay Area Silicon Valley Napa
Workopia, Inc. – Microsoft CRM Keeping it Simple!

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About Microsoft Dynamics CRM Online

Microsoft Dynamics CRM and CRM Online specialist. Microsoft CRM MVP since 2006
This entry was posted in Advanced Find, CRM 2016, CRM On Premise, CRM Online, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, Report and tagged , , . Bookmark the permalink.

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