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Dynamics 365: Using date field to calculate % of budget

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We are trying to figure out how to calculate current sales as a % of budget amount.  Fiscal year starts on 4/1 not 1/1 so we need to determine sales in Jan/Feb/Mar back to previous year 4/1.  Any suggestions on how to best code this for [% of budget] field?

Thank you in advance for guidance, two non IT guys trying to make Dynamics 365 work for our company.


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