welcome to XRM blog

Keep in touch with latest CRM/ERP articles

To remain competitive your organisation must be efficient across the business process spectrum. To do so you need to take sound decisions based on a balance between the cost and risk. To do so you will be heavily dependent on your content management in itself needs...

image
Blog

How to change Exchange currency rate in “Microsoft Dynamics CRM”

By Praveen Sharma on 6/28/2018

Introduction of Exchange Currency Rate-

An Exchange Currency rate is the rate at which one country currency will be exchanged with another country currency. It is also regarded as the value of one country’s currency in relation to another country currency. For example, an interbank exchange rate of 65 Indian Rupees to the United States dollar means that 65 will be exchanged for each US $1 or that US$1 will be exchanged for each 65 ₹.

 How to Use Exchange Currency Rate in Microsoft Dynamics CRM-

Step 1: - From the CRM homepage, Click on the down arrow.



Step2: - A Dropdown with the list of entity’s will be displayed and then click on the Settings tab.

 

 Step 3: - All entity’s in the Settings tab are displayed, Click on Business Management.

Step 4: - Business Management page will open up and click on Currencies.

Step 5: - All the currencies records will be displayed with their currency name, currency code and other details. Choose the record in which you want to update currency rate and click on it, or if you want to create a new record then click on new button.


Step 6: - Once you have open your desired record, click on the field in the currency conversion tab and input the exchange rate.

 

Step 7: - After making the changes in the currency exchange click on Save & Close button.

 

Step 8: -Open any form which contains the currency field, Enter the desired amount and then the base amount will automatically change based on currency exchange rate.

E.g.- (1 $ (United States dollar) = 65 (Indian rupees)).

 

Blog Calendar
Blog Calendar List
2020 Sep  14  3
2020 Aug  20  3
2020 Jul  11  1
2020 Jun  23  3
2020 Apr  12  3
2020 Mar  11  2
2020 Feb  22  5
2020 Jan  22  7
2019 Dec  15  4
2019 Nov  11  1
2019 Jan  31  3
2018 Dec  33  4
2018 Nov  66  3
2018 Oct  12  3
2018 Sep  237  11
2018 Aug  6  2
2018 Jun  11  1
2018 Jan  54  2
2017 Sep  552  5
2017 Aug  17  1
2017 Jul  17  2
2017 Jun  52  2
2017 May  21  1
2017 Apr  33  2
2017 Mar  118  4
2017 Feb  437  4
2016 Dec  178  3
2016 Nov  394  8
2016 Oct  248  10
2016 Sep  362  6
2016 Aug  39  1
2016 Jun  1771  6
2016 May  104  3
2016 Jan  70  2
2015 Dec  392  6
2015 Nov  4  1
2015 Oct  13  1
2015 Sep  1357  6
2015 Aug  13  1
2015 Jul  126  2
2015 Jun  10  1
2015 May  20  1
2015 Apr  28  3
2015 Mar  78  3
2015 Jan  5227  4
2014 Dec  17  1
2014 Nov  2220  4
2014 Oct  63  1
2014 Sep  106  2
2014 Aug  4291  1
2014 Jul  46  2
2014 Apr  2468  12
2014 Mar  288  19
2014 Feb  238  8
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  641  2
2013 Oct  250  3
2013 Sep  11  1
2013 Aug  38  3
2013 Jul  208  1
2013 Apr  49  6
2013 Mar  1866  10
2013 Feb  310  4
2013 Jan  266  2
2012 Nov  35  2
2012 Oct  456  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote