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Dialog Process in Dynamics CRM 2011 - Why not with the Currency entity? RRS feed

  • Question

  • Hi there,

    One of the major issues I have with CRM is the update of currency exchanges. In a perfect scenario I believe this should be done with web services. However, this solution requires development skills we don't have in-house and maintenance in case there are changes with the data provider.

    So with the DIALOG option in Dynamics CRM 2011 I was thinking of creating a nice Dialog/Wizardy process that would let the Sales Director update the currency exchange in a idiot-proof way.

    Thing is, when I try to make a step in the DIALOG to update the record, it only let me select the related entities (user) and not the Currency entity itself... I wonder why is that and if there is any workaround for it?

    Cheers,
    P. 

    Tuesday, April 12, 2011 7:33 PM