Solved

Filtration of Activities in MS-CRM

Posted on 2010-08-29
5
633 Views
Last Modified: 2012-05-10
When i filter activities using criteria due Next 7 days,MS-CRM should give activities only for next seven days but it gives activities in which due date is not set and activities which are not falling within the criteria, (ie) open activities which has no due date and in which due date is completed but still the status open  Have i gone anywhere wrong, how should i set filtration criteria so that i will get activities only which are due for next 7 days.
0
Comment
Question by:PrasadSKLN
  • 3
  • 2
5 Comments
 
LVL 10

Expert Comment

by:Jeff Wight
ID: 33561072
This should do it:

Activity Status Equals "Open"
Due Date Contains Data
Due Date in next 7 days

If this doesn't work, what version of MS CRM are you using?
0
 

Author Comment

by:PrasadSKLN
ID: 33563253
Version 4.0
0
 
LVL 10

Accepted Solution

by:
Jeff Wight earned 500 total points
ID: 33563406
Did you try the criteria I posted using advanced find?  Did you get your desired result?
0
 

Author Comment

by:PrasadSKLN
ID: 33563494
Yes in advanced find it works
0
 

Author Closing Comment

by:PrasadSKLN
ID: 33564868
Thank you
0

Featured Post

Is Your Active Directory as Secure as You Think?

More than 75% of all records are compromised because of the loss or theft of a privileged credential. Experts have been exploring Active Directory infrastructure to identify key threats and establish best practices for keeping data safe. Attend this month’s webinar to learn more.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Suggested Solutions

This is a walkthrough guide I wrote whilst upgrading my on-premise MS Dynamics CRM 3.0 deployment to 4.0. This covers the actual installation of the product to a working level for my system, I ran into a lot of issues that the steps below fixed so h…
For cloud, the “train has left the station” and in the Microsoft ERP & CRM world, that means the next generation of enterprise software from Microsoft is here: Dynamics 365 is Microsoft’s new integrated business solution that unifies CRM and ERP fun…
Hi friends,  in this video  I'll show you how new windows 10 user can learn the using of windows 10. Thank you.
Many functions in Excel can make decisions. The most simple of these is the IF function: it returns a value depending on whether a condition you describe is true or false. Once you get the hang of using the IF function, you will find it easier to us…

863 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

24 Experts available now in Live!

Get 1:1 Help Now