locked
Opportunities age field RRS feed

  • Question

  • Hi All,

    I am looking to create a field for all opportunities that automatically populates the age of an opportunity based on its create date.

    I have found a few similar requests but they haven't really helped me much.

    any pointers would be great as I am still learning the ropes.

    Pakman
    Tuesday, June 9, 2009 4:39 PM

Answers

All replies

  • Hi Pakman,

    There are serveral ways to do it, you can use client side scripting or server side code. I had a blog post on calculating birthday, I think it's similar to what you are looking for.

    http://blogs.msdn.com/crm/archive/2009/02/27/creating-a-birthday-contact-list.aspx

    I hope this helps.
    Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com
    Tuesday, June 9, 2009 4:58 PM
    Moderator
  • Hi.

    You can create a plugin on Execute, Retrieve and RetrieveMultiple messages where you can replace data from DB with real age of the record. How to write such plugin read here .
    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    Tuesday, June 9, 2009 6:39 PM
    Moderator
  • The birthday thing is close but doesn't allow for the age to be relative to the current date.

     

    I am looking to have a field which compares today's date and works out the time in between that and its 'created on' date.



    My managers need to be able to search opportunities that have been open for too long and can be judged obsolete.

    Thursday, June 11, 2009 9:49 AM