web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Unanswered

DAX limitations in Formula column

(2) ShareShare
ReportReport
Posted on by 4

We use Dynamics CRM in our nonprofit to track donors and donations. I'm trying to add a calculated field to the "donations" table that looks at the donation date and lists the fiscal year that gift falls into. To do this, I'd need something like this:

IF(
MONTH('Donation Date') >= 9, 
"FY" & TEXT(YEAR('Donation Date') + 1, "00"), 
"FY" & TEXT(YEAR('Donation Date'), "00")
)

However, I'm finding that there are a lot of limitations to the DAX code you can use in a formula field in D365. MONTH, YEAR, DAY, TEXT, are all functions that apparently are not supported.
Even if I could have it just return the 4-digit year (without the "FY" string), I'd be happy with that... 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the August Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
ParthPatel249 Profile Picture

ParthPatel249 64

#2
11manish Profile Picture

11manish 56 Super User 2026 Season 2

#3
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 44 Super User 2026 Season 2

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans