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CRM 2011: Cascaded currency change RRS feed

  • Question

  • Hi all, I have created a custom child entity for the opportunity, this entity has some money fields

    I have a requirement to make the currency change cascaded, i.e when the currency of the opportunity is changed the currency of the child records changed too.

    Any way to achieve this ??

    Thanks and best regards...

    Monday, June 11, 2012 11:51 AM

Answers

  • If you want to make the changes to the Currency for existing related records, you will need to write custom plugins/workflow assemblies.

    Note that since we are talking about currency change, you might perhaps even be required to do currency conversion of the values in the fields, if that is a requirement of your business process.

    There is no automated way to handle currency conversions.

    HTH

    Sam


    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    Monday, June 11, 2012 12:14 PM
  • Hi Mostafa,

              By using odata you can update the fields in related entity records, here is the examples.

    http://www.toplinestrategies.com/dotneters/ms-crm/microsoft-crm-2011-update-odata-example/?lang=en

    http://samantasayantan.wordpress.com/2011/10/27/crm-2011-updating-lookup-values-using-odata-and-javascript/

                      if the response answered your question, please take a minute and mark the response as an answer.

    Regards,

    Siva


    Thanks in Advance Siva

    Monday, June 11, 2012 12:17 PM

All replies

  • I think you could achieve this with the help of Field mappings

    Please check the following link and map your entities
    http://stackoverflow.com/questions/6521503/crm-2011-using-contact-data-on-case-form
    http://rc.crm.dynamics.com/rc/2011/en-us/on-prem/5.0/help/ui_cust_Mapping.htm

    The second option is to write a javascript on load of your custom entity and use the following javascript toolkit to retrieve the data from opportunity.
    http://danielcai.blogspot.com/2010/01/crm-web-service-javascript-toolkit.html


    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.
    Mubasher Sharif
    Check out my about.me profile!
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    Monday, June 11, 2012 12:08 PM
  • If you want to make the changes to the Currency for existing related records, you will need to write custom plugins/workflow assemblies.

    Note that since we are talking about currency change, you might perhaps even be required to do currency conversion of the values in the fields, if that is a requirement of your business process.

    There is no automated way to handle currency conversions.

    HTH

    Sam


    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    Monday, June 11, 2012 12:14 PM
  • Hi Mostafa,

              By using odata you can update the fields in related entity records, here is the examples.

    http://www.toplinestrategies.com/dotneters/ms-crm/microsoft-crm-2011-update-odata-example/?lang=en

    http://samantasayantan.wordpress.com/2011/10/27/crm-2011-updating-lookup-values-using-odata-and-javascript/

                      if the response answered your question, please take a minute and mark the response as an answer.

    Regards,

    Siva


    Thanks in Advance Siva

    Monday, June 11, 2012 12:17 PM
  • Hi MubasherSharif,

                  Through the mapping we can map the fields while you are creating new records only. I mean to say once if you create the record, we cant update related fields in child records.


    Thanks in Advance Siva

    Monday, June 11, 2012 12:24 PM