{"id":37584,"date":"2024-03-13T12:33:16","date_gmt":"2024-03-13T07:03:16","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=37584"},"modified":"2024-03-13T12:33:16","modified_gmt":"2024-03-13T07:03:16","slug":"how-to-get-formula-suggestions-from-ai-by-simply-providing-the-expression-in-dynamics365-crm","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2024\/03\/how-to-get-formula-suggestions-from-ai-by-simply-providing-the-expression-in-dynamics365-crm\/","title":{"rendered":"How to get formula suggestions from AI by simply providing the expression in Dynamics 365 CRM"},"content":{"rendered":"

Dynamics 365 CRM has introduced a new datatype Formula to explore more on adding a Power Fx formula column into Dataverse. You can follow the blog<\/a> recently added. In addition to that Dynamics 365 CRM has come up with a new feature Get Formula suggestion (Preview) where users can easily get the formula by just passing the expression.<\/p>\n

Let\u2019s enable this feature first by following the below steps:<\/p>\n

Login to Power Platform Admin Center<\/a> -> Select the environment -> Settings -> Under Product -> Features -> Enable AI suggestion for formula columns feature.<\/p>\n

\"get<\/p>\n

Once you enable this feature, you can see the Get Formula Suggestions (Preview) option as shown in the below screenshot.<\/p>\n

Let\u2019s take an example of how it will work:<\/p>\n

    \n
  1. Select the table where you want to add the column. For this demonstration, I have used the \u201cAccount\u201d table.<\/li>\n
  2. Click on \u201c+ New Column\u201d and in the Add new column pane, select \u201cFormula<\/strong>\u201d as the data type. As shown below, I have added the \u201cStrength of Company<\/strong>\u201d column.<\/li>\n
  3. Select \u201cGet formula suggestions (Preview)<\/strong>\u201d by clicking on the arrow which is the Get formula suggestions (Previews) label.<\/li>\n<\/ol>\n

    \"get<\/p>\n

    Here, I have provided the expression \u201cIf the value of several employee columns is less than or equal to 200 then indicate as Small Scale, and if the value of several employee columns is greater than 200 and less than or equal to 500 then indicate as Average Scale and if the value of several employees column is greater than 500 and less than or equal to 1500 then indicate as Large Scale and if the value of several employees column is greater than 1500 then indicate as MNC<\/strong>\u201d and click on Arrow\"get to get the suggested formula for the provided expressions.<\/p>\n

    \"get<\/p>\n

    Below is the suggestion provided by AI I have copied the formula and pasted it at Type of Formula by simply clicking on\"get and selecting fx<\/em> Type of Formula<\/strong>.<\/p>\n

    Switch(true, ThisRecord.’Number of Employees’ <= 200, “Small”, ThisRecord.’Number of Employees’ > 200 && ThisRecord.’Number of Employees’ <= 500, “Medium”, ThisRecord.’Number of Employees’ > 500 && ThisRecord.’Number of Employees’ <= 1500, “Big”, ThisRecord.’Number of Employees’ > 1500, “MNC”)<\/strong><\/p>\n

    \"get<\/p>\n

    After this, I set the format of the column and saved the column for the final step.<\/p>\n

    See, I had an account where the Number of Employees is 1600; that\u2019s why it is showing MNC in the Strength of Company\u2019s column.<\/p>\n

    \"get<\/p>\n

    Conclusion:<\/h2>\n

    Dynamics 365 CRM has introduced a new feature called Formula datatype. This enables users to utilize Power Fx formulas in Dataverse for various data operations. Additionally, there’s a helpful feature called Get Formula Suggestions (Preview). It helps users by giving them suggestions for formulas based on what they’re trying to do. This means users don’t have to struggle with Power Fx formulas anymore; they can create them instantly from the description. These changes make it easier for people to work with data and get things done faster in Dynamics 365 CRM.<\/p>\n

    \"copilot\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

    Dynamics 365 CRM has introduced a new datatype Formula to explore more on adding a Power Fx formula column into Dataverse. You can follow the blog recently added. In addition to that Dynamics 365 CRM has come up with a new feature Get Formula suggestion (Preview) where users can easily get the formula by just\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[1901,1902,2848],"tags":[2099,1931],"class_list":["post-37584","post","type-post","status-publish","format-standard","hentry","category-ai-builder","category-artificial-intelligence","category-power-platform","tag-ai","tag-microsoft-power-platform"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/37584","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=37584"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/37584\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=37584"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=37584"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=37584"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}