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Microsoft Dynamics CRM Advanced Find - Retrieve Records with a Date on or After Today

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2 Sep 2024CPOL 1.7K  
Advanced Filter using the Date criteria - Today Date and after
In the Advanced Find, there's no option to set a filter for date fields to specify Today and after. For instance, if you're looking to retrieve all active contracts that will expire on or after today, you can't directly set this criteria in the filter.

Problem

In the Advanced Find, there's no option to set a filter for date fields to specify "Today and after." For instance, if you're looking to retrieve all active contracts that will expire on or after today, you can't directly set these criteria in the filter.

Solution

You can combine two criteria: one for expiry dates that are today and another for expiry dates within the next X years. See the screenshot example below.

Expired Date = Today OR Expired Date = Next X Years where X = 100? I tested this, and it is working as expected.

License

This article, along with any associated source code and files, is licensed under The Code Project Open License (CPOL)