What the roadmap promises
Roadmap item 577811 lists text operations—including concatenation, case changes, trimming, substitution, and replacement—alongside arithmetic, rounding, and number formatting. Its examples include standardizing names, calculating days until expiration, and suggesting donation amounts from prior activity.
The roadmap record lists November 2026 for general availability and August 2026 for preview, while retaining an In development status. Those dates should not be read as confirmation that preview access has reached every tenant. Microsoft explicitly describes roadmap dates as estimates subject to change. The stated scope is the web application in the Worldwide standard multi-tenant cloud.
How formula mode works
Microsoft’s documented procedure starts with existing dynamic text in the email editor:
- Select the dynamic text, then Personalization.
- Expand Advanced and select Power Fx formula.
- Enter an expression using its display name, such as
Upper(EventName). - Check Output, then select Save.
Names containing spaces need single quotes: Upper('Event Name'). The output preview uses the dynamic text’s default value as sample input. Formula mode is optional and initially off.
The boundaries matter
Each formula can reference only one dynamic-text value: combining separate first-name and last-name fields is unsupported. Expressions execute at send time, with a 500-character limit and five nesting levels. Table functions and custom functions are unavailable.
Microsoft recommends Coalesce() for empty-value fallbacks. Formula errors do not stop delivery; the message instead uses the original or default value. That safeguards sending—not necessarily the wording a marketer intended.
The practical takeaway is straightforward: treat this as a message-formatting tool, not a replacement for data preparation. Before production use, test representative values, blanks, and the fallback wording. A message arriving successfully is only half the job; it still needs to say the right thing.