Customer Engagement & Dynamics CRM Forum

D365 Update Currency Exchange Rates on a Quote Form

  • 1.  D365 Update Currency Exchange Rates on a Quote Form

    Posted 21 days ago
    Earlier this week I set up a flow for currency exchange rate. Now I am stuck because I dont know how to get this to work properly on my quote form.

    Do I need to put this on the price list entity and create a new field there? then update my flow?

    my problem: I have 1 account that needs their quote sent over in CAD currency not USD.

    My issue is that the CRC will have quotes that need adjusted so not all will be flat rates that can pull up when they select the service needed on the quote form. Some they will have to adjust the dollar amt and I need to figure out HOW to get this portion to transition to the CAD currency?

    is it possible? They will only have the USD rates and if they enter that on the filed on quote can I get it to populate the CAD exchange rate/currency once saved?

    Should I have created this flow to begin with?

    Heather L
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready

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