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Multi-Currency exchange rate update RRS feed

  • Question

  • We have just enabled multi-currency feature in our organization. I'm trying to understand what's the best way of updating transaction values (if different than base currency) when an exchange rate has changed. Should I be developing a plug-in to update transaction values when a new file with exchange rate is uploaded to the server? Or is there any other best way. Please help.

    Thursday, October 28, 2010 4:16 PM

Answers

  • Out of the box CRM 4.0 don't provided any functionality to update exchange rate. You can write a pre plug-in on Transaction Currency entity.

    In this, you can retrieve the latest exchange rate and put the value in

    context.OutputParameters.Properties["ExchangeRate"] = (decimal) 1.123456789;

    refer this blog for more details:

    http://dynamicsuser.net/forums/t/23775.aspx


    Jai Ho CRM http://mscrmkb.blogspot.com Skype - amol.gholap

    Mark as answer if a post has answered the question
    Thursday, October 28, 2010 4:45 PM

All replies

  • Not so sure however you can use java script to get exchange rate a run time. You will be able to find this code on internet which is updating currency rate from web.
    Thursday, October 28, 2010 4:28 PM
  • Out of the box CRM 4.0 don't provided any functionality to update exchange rate. You can write a pre plug-in on Transaction Currency entity.

    In this, you can retrieve the latest exchange rate and put the value in

    context.OutputParameters.Properties["ExchangeRate"] = (decimal) 1.123456789;

    refer this blog for more details:

    http://dynamicsuser.net/forums/t/23775.aspx


    Jai Ho CRM http://mscrmkb.blogspot.com Skype - amol.gholap

    Mark as answer if a post has answered the question
    Thursday, October 28, 2010 4:45 PM