Dataverse: Query data using Fiscal Period and Year


This article explains how to query data with filters based on the month/year in Dynamics 365 CRM. The author provides code examples for different scenarios, such as filtering by fiscal year, fiscal period, last X fiscal years, and last X fiscal periods. The article also includes screenshots to illustrate the results of each query. The author suggests using the ConditionOperator.InOrAfterFiscalPeriodAndYear and ConditionOperator.InOrBeforeFiscalPeriodAndYear operators for filtering data based on the month and year. The article concludes by mentioning that you can still use DateTime operators for filtering, but the purpose of the article is to provide alternative ways to query data.


Article 5w

Login now to access my digest by 365.Training

Learn how my digest works
Features
  • Articles, blogs, podcasts, training, and videos
  • Quick read TL;DRs for each item
  • Advanced filtering to prioritize what you care about
  • Quick views to isolate what you are looking for right now
  • Save your favorite items
  • Share your favorites
  • Snooze items you want to revisit when you have more time