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How to do Advanced Find Between # of days RRS feed

  • Question

  • I am setting up some marketing lists to create a pseudo-marketing drip campaign for leads. I am using Advanced Find to create the date ranges but I want to look at the all records from last week in one search, two weeks ago in another, and three weeks ago in the third. I understand how to use the "on or after" and "on or before" as AND statement but need to do without actual dates (so its dynamic). Any ideas how to do in advanced find aside from creating a report with SQL (don't have knowledge)?

    Rob

    Wednesday, March 19, 2014 9:30 PM

Answers

  • The short answer is no.. There is no way to do this within default Microsoft CRM...

    If you want to use the Before or After filter criteria.. you cant set a dynamic value.. only absolute dates.


    Rune Daub Senior Consultant - Dynateam CRM http://www.dynateam.dk

    • Proposed as answer by RuneDaub Thursday, March 20, 2014 5:45 PM
    • Marked as answer by Rob51683 Thursday, March 20, 2014 6:13 PM
    Thursday, March 20, 2014 5:44 PM

All replies

  • The only way you can do this is by utilizing the functionality of "Last X days", "Last X weeks" etc. in your advanced find.

    Rune Daub Senior Consultant - Dynateam CRM http://www.dynateam.dk


    • Edited by RuneDaub Wednesday, March 19, 2014 9:35 PM
    • Proposed as answer by RuneDaub Wednesday, March 19, 2014 9:37 PM
    Wednesday, March 19, 2014 9:32 PM
  • Hi,

    You can use Last X week like given below.

    Thursday, March 20, 2014 3:23 AM
  • That was my initial guess but it doesn't solve my problem. If we use the above query it will show me last week. If we put "2", it will show me the last 2 weeks. I want a query that only shows me 2 weeks ago or 3 weeks ago. If there was someway of sutracting the current week, that would solve my problem.
    Thursday, March 20, 2014 12:41 PM
  • See my below response to address your comment. thanks!
    Thursday, March 20, 2014 12:42 PM
  • The short answer is no.. There is no way to do this within default Microsoft CRM...

    If you want to use the Before or After filter criteria.. you cant set a dynamic value.. only absolute dates.


    Rune Daub Senior Consultant - Dynateam CRM http://www.dynateam.dk

    • Proposed as answer by RuneDaub Thursday, March 20, 2014 5:45 PM
    • Marked as answer by Rob51683 Thursday, March 20, 2014 6:13 PM
    Thursday, March 20, 2014 5:44 PM
  • thanks.
    Thursday, March 20, 2014 6:13 PM