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Estimated annual revenue in the opportunities RRS feed

  • Question

  • Hi,

    I am quite new in my role of System Administrator for CRM Dynamics 4.0 and I have the following question:

    In the Opportunity form we have these fields:

    / Estimated  Revenue /      and      / Estimated Revenue (Base)/

     

    In the first one / Estimated  Revenue / the user enters the value in local currency (in the example EUR) and when saving the system automatically converts it into GBP in the second one / Est.  Revenue (Base).

    I need to “triple” ("clone"?)  these set of two fields, keeping the way they work (conversion) unchanged,  so that we can have: 

    Est. Annual Revenue in the 1st Year       /              Est. Annual Revenue Base in the 1st Year

    Est. Annual Revenue in the 2nd Year      /              Est. Annual Revenue Base in the 2nd  Year

    Est. Annual Revenue in the 3rd Year       /              Est. Annual Revenue Base in the 3rd Year

     

    Can you please advise me what the most convenient way of doing this would be.

    Thanks, kind regards

    Silvia

     

     

     

    In the first one / Estimated Annual Revenue / the user enters the value in local currency (in the example EUR) and when saving the system automatically converts it into GBP in the second one

    Thursday, July 7, 2011 8:49 AM

Answers

  • MS CRM create to field for any money type attribute to handle value in local and base currency.

     you can create two new fields for Est, Annual revenue in 1 year and in 2 year with money datatype.


    Mahain : My Dynamics CRM Blog
    Thursday, July 7, 2011 9:07 AM
    Moderator