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Save currency history RRS feed

  • Question

  • Hi,

    i need to save the old value of exchange rate in dynamics crm 2013,when i add new exchange rate, the old value must saved, any idea ?


    Mark as answer or vote as helpful if you find it useful | Ammar Zaied [MCP]

    Monday, April 20, 2015 10:19 AM

All replies

  • Hi Ammar,

    I tried to replicate the same in one of my trials. I created a custom entity "Currency Exchange rate". And I wrote a workflow on update of Exchange Rate. The Workflow creates new "Currency Exchange rate" with its fields updated with new exchange rate.

    Hope it Helps!


    Regards, Abhishek Bakshi If you find this post helpful then please Vote as Helpful and Mark As Answer. Check my blog on https://mydynamicscrmblog.wordpress.com/

    Monday, April 20, 2015 10:51 AM
  • The workflow approach should work, but if you want to store the old value of the exchange rate, then you'll need the workflow to run as a pre-operation

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Monday, April 20, 2015 11:07 AM
    Moderator