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Dynamic date function in CRM
I'm customizing the Account form for our company and would like to set up something that would be able to adjust the time range automatically, the request from the user is below: Timing drop down menu that needs to be able to move over time. Dont think we really work on stuff that is more than 12 mos out, but to be safe, maybe we should just make it 18 mos. So for example in May, the choices would be Q207, Q307, Q407, Q108, Q208, Q308, Q408. When someone adds a transaction in July, the choices would be from Q307 through and including Q109. is there a built in function that would be able to do this?
Tom, My advice would be to look into a dynamic picklist such as this: http://blogs.msdn.com/midatlanticcrm/archive/2005/12/04/499868.aspx -Xavier www.MSCRMExperts.com Quest Business Solutions On May 14, 5:44 pm, Tom <T@discussions.microsoft.com> wrote:
> I'm customizing the Account form for our company and would like to set up > something that would be able to adjust the time range automatically, the > request from the user is below: > Timing - drop down menu that needs to be able to move over time. Don't > think we really work on stuff that is more than 12 mos out, but to be safe, > maybe we should just make it 18 mos. So for example in May, the choices would > be Q207, Q307, Q407, Q108, Q208, Q308, Q408. When someone adds a transaction > in July, the choices would be from Q307 through and including Q109. > is there a built in function that would be able to do this?
Thanks, I'll give it a try
"Xavier Vargas" wrote: > Tom, > My advice would be to look into a dynamic picklist such as this: > http://blogs.msdn.com/midatlanticcrm/archive/2005/12/04/499868.aspx > -Xavier > www.MSCRMExperts.com > Quest Business Solutions > On May 14, 5:44 pm, Tom <T@discussions.microsoft.com> wrote: > > I'm customizing the Account form for our company and would like to set up > > something that would be able to adjust the time range automatically, the > > request from the user is below: > > Timing - drop down menu that needs to be able to move over time. Don't > > think we really work on stuff that is more than 12 mos out, but to be safe, > > maybe we should just make it 18 mos. So for example in May, the choices would > > be Q207, Q307, Q407, Q108, Q208, Q308, Q408. When someone adds a transaction > > in July, the choices would be from Q307 through and including Q109. > > is there a built in function that would be able to do this?
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