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Customer experience | Sales, Customer Insights,...
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Change calculated field without updating previous data from old formula

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Has anyone else ever encountered this?  Almost 2 years into using Dynamics the client has determined that the formula used to calculate discounts needs to be changed.  Updating the calculated field will update all the previous closed opps/quotes which need to stay with the old formula.  Is there a way to have the new calculation only apply to new opps/quotes going forward?  Thanks

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  • Suggested answer
    Abdul Wahab Profile Picture
    12,119 Moderator on at

    Hi JKS Dynamics

    Use Create On in your condition and write a new formula. For example:

    If Created On > 15th June 2022 then the formula is x

    Else formula id y.

    Let me know I can provide you with more details.

    Abdul Wahab

    Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager

    Direct/WhatsApp:+923323281237

    E-mail: abdulwahabubit@outlook.com

    Skype: abdul.wahabubit

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