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How to get formula suggestions from AI by simply providing the expression in Dynamics 365 CRM

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 passing the expression.

Let’s enable this feature first by following the below steps:

Login to Power Platform Admin Center -> Select the environment -> Settings -> Under Product -> Features -> Enable AI suggestion for formula columns feature.

get formula suggestions from AI in D365

Once you enable this feature, you can see the Get Formula Suggestions (Preview) option as shown in the below screenshot.

Let’s take an example of how it will work:

  1. Select the table where you want to add the column. For this demonstration, I have used the “Account” table.
  2. Click on “+ New Column” and in the Add new column pane, select “Formula” as the data type. As shown below, I have added the “Strength of Company” column.
  3. Select “Get formula suggestions (Preview)” by clicking on the arrow which is the Get formula suggestions (Previews) label.

get formula suggestions from AI in D365

Here, I have provided the expression “If 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” and click on Arrowget formula suggestions from AI in D365

to get the suggested formula for the provided expressions.

get formula suggestions from AI in D365

Below is the suggestion provided by AI I have copied the formula and pasted it at Type of Formula by simply clicking onget formula suggestions from AI in D365

and selecting fx Type of Formula.

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”)

get formula suggestions from AI in D365

After this, I set the format of the column and saved the column for the final step.

See, I had an account where the Number of Employees is 1600; that’s why it is showing MNC in the Strength of Company’s column.

get formula suggestions from AI in D365

Conclusion:

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.

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