Calculating Next Anniversary/Birthday Date in Dataverse with Power Fx (Revisited)
About 4 1/2 years ago I wrote a post on how to calculate a next anniversary (birthday) date in Dynamics 365. It’s been a top 3 post according to Google Analytics. I’m proud of that solution because it was a real no-code solution to a common requirement for lots of applications (especially CRM systems.) A client of mine recently asked for support to show the next birthday for a contact. Often there will be an ask for a list view of contacts with a birthday in the next month. In this post I’m going to show you how to use a business rule and calculated fields to achieve this functionality without writing any code. This will be a a native calculated field so it can be used in lists, forms, queries, etc. ...