crmtipoftheday: Tip #1046: Find days until retirement

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Источник: https://crmtipoftheday.com/1046/find...il-retirement/
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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.

1. 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.
2. 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



Источник: https://crmtipoftheday.com/1046/find...il-retirement/