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Dynamic Dates in Activities View Field RRS feed

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    My company is looking to create a graphical representation of overdue activities by owner, only issue being when the view is set up the due date only has "On or Before" usable with a static date.  I've got every other aspect of it in place, I simply cannot find a way to make the date dynamic.  Any help or guidance would be greatly appreciated.
    Thursday, July 11, 2013 6:42 PM

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    You might want to try using something else instead of 'On or Before'. How about "Activity Status = Open, Scheduled" and "Start Date Last 100 Years"?

    Neil Benson, CRM Addict and MVP at Slalom Consulting. Find me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Friday, July 12, 2013 1:38 AM
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    If your filter says "Due Date -> Last 100 Years" as Neil suggested then any activities with a due date before today will display in the view - where 'today' is always the current date. As you've found, if the activity has no due date it will not show up; so perhaps you could use an OR grouping to say due date last 100 years OR due date does not contain data.

    Here's an example of how the filter could look:

    Hope that helps

    Paul

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    • Marked as answer by EricH51 Monday, July 15, 2013 2:58 PM
    Friday, July 12, 2013 10:55 PM

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    You might want to try using something else instead of 'On or Before'. How about "Activity Status = Open, Scheduled" and "Start Date Last 100 Years"?

    Neil Benson, CRM Addict and MVP at Slalom Consulting. Find me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Friday, July 12, 2013 1:38 AM
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    I currently have "Activity Status = Open, Scheduled", though I am not seeing how "Start Date Last 100 Years" would catch overdue activities.  I added that to my current view and found everything without a start/due date dropped off, however, I still have entries showing up whose due dates are in the future.

    Here is what I am seeing with the different filters.

    Total Entries - Filter Criteria

    1323 - Open/Scheduled, Start date last 100 Years, Start date contains data

    1323 - Open/Scheduled, Start date last 100 Years

    1397 - Open/Scheduled  (70 entries with no start/due date, 4 entries start date in future)

    Thank you for the response, I greatly appreciate it.


    • Edited by EricH51 Friday, July 12, 2013 2:25 PM Spelling Error
    Friday, July 12, 2013 2:25 PM
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    If your filter says "Due Date -> Last 100 Years" as Neil suggested then any activities with a due date before today will display in the view - where 'today' is always the current date. As you've found, if the activity has no due date it will not show up; so perhaps you could use an OR grouping to say due date last 100 years OR due date does not contain data.

    Here's an example of how the filter could look:

    Hope that helps

    Paul

    If my response helped you find your answer please show your thanks by taking the time to "Mark As Answer" and "Vote As Helpful".

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    • Marked as answer by EricH51 Monday, July 15, 2013 2:58 PM
    Friday, July 12, 2013 10:55 PM
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    That does help Paul and makes perfect sense, in hindsight it seems to simple and something I should have caught.  I'm fairly new to CRM so I wasn't intimately familiar with every function and of course, this was a high priority item they assigned to me.  Neil had the gist of it, I was only thrown off by start date vs due date.  Thank you both for your help.
    Monday, July 15, 2013 2:58 PM