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Microsoft Dynamics CRM (Archived)

anniversary calculation

Posted on by 30

Hi,

How can i create dynamic list based on anniversary date in advanced find for example birtday?

I read some documentaries and they suggest calculated field, Is there any other advice for me ?

For example; can i add a new operator to advanced find?

Thanks.

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  • Suggested answer
    Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: anniversary calculation

    The calculated field will be fired when you access the record (check this link for comparison: community.dynamics.com/.../business-rules-vs-rollup-fields-vs-calculated-fields).

    However, if you want to update all of your contacts, you have to create a date field and run a Console App which will update all of your records (also can have performance issues due to the big amount of records).

    In addition, you have to add a WF (with wait condition) in order to update the next birth date each year (which also have performance considerations).

  • KaanAkyalcin Profile Picture
    KaanAkyalcin 30 on at
    RE: anniversary calculation

    Contact entity has over 15M record. I think calculated fileds can be reason of performance problem. that is why i'm looking for another solution

  • Suggested answer
    Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: anniversary calculation

    The best solution is to go with the calculated field since it will not require any coding and development which is the best for non-dev users

  • KaanAkyalcin Profile Picture
    KaanAkyalcin 30 on at
    RE: anniversary calculation

    Hi Charles, thank you. Is there any solution for this case?

  • Suggested answer
    Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: anniversary calculation

    Hello,

    You cannot add a new operator to Advanced Find.

    For the calculated Field for next birthday,  check this link: www.trellispoint.com/date-calculation-dynamics-365

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