Create a System View for Current Fiscal Year
Question
You are a Dynamics 365 administrator for a company.
The company's fiscal year is April 1 through March 31
You need to create a system view for all users that displays data for the current fiscal year by default.
What should you do?
Answers
Explanations
Click on the arrows to vote for the correct answer
A. B. C. D.A.
To create a system view for all users that displays data for the current fiscal year by default in Dynamics 365, you need to follow these steps:
Set up fiscal year settings: First, you need to set up the fiscal year settings for your organization. You can do this by going to Settings > Business Management > Fiscal Year Settings. In the Fiscal Year Settings window, you can define the start and end dates for your fiscal year, as well as other options such as the number of periods in a year.
Create a view: Next, you need to create a view that displays data for the current fiscal year by default. You can do this either in the default solution or from the advanced find.
A. Creating a view in the default solution: To create a view in the default solution, you need to navigate to Settings > Customizations > Customize the System. In the solution explorer, expand the entity for which you want to create the view, and then click Views. Click the New button to create a new view. In the New View window, give your view a name and select the columns you want to display. In the Filter Criteria section, use the date range fields to specify the start and end dates for the current fiscal year. Save and publish your view.
B. Creating a view from the advanced find: To create a view from the advanced find, click on the Advanced Find button on the top of the page. Select the entity for which you want to create the view. In the Query section, add a filter for the date field that you want to use to filter the data by fiscal year. Set the operator to "In Fiscal Year" and select the current fiscal year from the drop-down list. Click the Results button to see the data that matches your criteria. Once you're happy with the results, click the Save As button to save your view.
Option A and C both involve setting up the fiscal year settings, which is a necessary step for creating the view. Option B and D both involve using date ranges to create the view, which is the method for filtering the data by fiscal year. Therefore, either A or C can be combined with either B or D to create the desired view. However, it's generally recommended to create views in the default solution rather than from the advanced find, as views in the default solution can be shared with all users by default.
