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A question from a reader at a financial services firm:
I need to know how many days until my client reaches 65 years old. How can I do this with minimal configuration?
This type of calculation can be done using standard calculated fields in Dynamics 365.
- First, you will need to have a field that stores when the contact was born. While CRM includes a standard birthdate field, it is a date only field, you cannot mix deterministic and non-deterministic dates in calculation formulas. Since we will be calculating the difference between today and the contact’s 65th birthday, we will need to store the date in a local date time. Create a new birthday field(new_birthday). Just remember to set the time in field values to be 10:59 so the birthday isn’t displayed incorrectly in different timezones.
- Create a calculated whole number field for days util 65th birthday. Use formula DiffInDays(now(), ADDYEARS(65,new_birthday)) to get the number of days until 65.
Got any tip suggestions or question which might result in good tips? Send them to jar@crmtipoftheday.com
Photo by Cristian Newman
we can create the field birthday timezone independent rather than adding the hours
You won’t be able to mix NOW() and timezone-independent date field in the formula.
we can create the field birthday as timezone independent
The calculated whole number field shoud be a duration type and the formula, use DiffInMinutes, the will CRM displays duration fields as days.
Hi Leonardo,
great idea! Couple caveats: