最近X个月无法在CRM 2011中正常运行 [英] Last X Months does not function correctly in CRM 2011

问题描述

我正在创建一个视图，并尝试创建正确的搜索，但是结果出乎意料。基本上，我需要查找最近x个月内创建的所有记录。我创建了查询：

I am creating a view and have tried to get the correct search created, but the results are unexpected. Basically I need to find all records that have been created in the last x months. I created my query:

    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
  <entity name="new_object">
    <attribute name="new_name" />
    <attribute name="new_dateactivated" />
    <attribute name="new_currentstatus" />
    <attribute name="new_contactid" />
    <attribute name="new_accountid" />
    <attribute name="new_referralsource" />
    <order attribute="new_dateactivated" descending="true" />
    <filter type="and">
      <filter type="or">
        <condition attribute="new_dateenrolled" operator="this-month" />
        <condition attribute="new_dateenrolled" operator="last-x-months" value="2" />
      </filter>
      <condition attribute="ownerid" operator="eq" uiname="---" uitype="systemuser" value="---" />
    </filter>
  </entity>
</fetch>

但是当我在图表/高级中看到结果时，它仅显示前60个结果天。例如，如果我现在在12月23日运行搜索，它将显示从10月23日到今天的所有结果。我不需要，我想查看从10月1日到今天的所有结果。好像它是在滑动范围内运行或使用一个非常简单的函数最近X个月= X * 30

But when I see the results in a chart/advanced find it only shows the results from the previous 60 days. For example if I run the search right now on Dec 23, it will show all the results from Oct 23 to today. I don't want that, I want to see all the results from Oct 1 to today. It seems as if it is running on a sliding scale or using a really simple function "Last X Months = X * 30"

我可以创建自定义搜索条件或更改

Can I create a custom search criteria or change the way Dynamics runs this "Last X Months" search?

推荐答案

对我来说，只要您理解，这按设计工作即可这是一种设计，并且CRM在过去的两个月中都是从今天的日期和时间开始倒计时的，而不是在过去的两个完整日历月中倒计时。

To me, this works as designed, as long as you understand this is the design and that CRM is pedantic about the last two months counting backwards from today's date and time, not the last two complete calendar months.

最好的选择是请使用最后X个会计期间，并将您的财务设置设置为使用日历月。如果您在CRM的会计期间中没有其他目的（例如，您实际上并未将其用于与月度周期不同的财务报告），则将这些设置视为报告期间，并在

The best alternative is to use Last X Fiscal Periods instead, with your fiscal settings set to use calendar months. If you don't have any other purpose for Fiscal Periods in CRM (eg you are not actually using it to do financial reporting aligned to something other than a monthly cycle), then treat these settings as purely "Reporting Periods" and use them in whatever way is more convenient.

财政期间是时间的桶，更像类别轴一样对待-日期要么落在一个期间中，要么落在另一个期间中与查询的当前日期/时间无关。

Fiscal Periods are "buckets" of time and are treated more like a category axis - a date either falls in one period or another, it does not relate to the current day/time you run the query.

如果您希望前两个月加上当前月份，请不要忘记输入OR

If you want the previous two months plus current month to date, don't forget to put in an OR condition with This Fiscal Period as well.

（是的，我知道这个问题很老，它在右边显示，类似于我正在回答的另一个问题，我以为我可以为稍后再访问同一页面的人提供帮助）

(yes I know this question is very old, it showed up on the right as similar to another question I was answering, and I thought I could help out here for those who come to this same page later)

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