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Hi, Is there a way to control the currency of the top level of the forecast module? I can't seem to find a way to do it. Our organisation base currency is GBP but we are global and when we create a rolled up forecast for the regions outside of the UK we would like to be able to roll up in local currency. Any suggestions would be greatly appreciated!
Here is a similar thread, please take a look:
Please note, all the currencies in Dynamics 365 are store in 2 fields (one for base currency and other for local). You can always add Base Currency field on the form to see the results in both base and local currency, please see this article:
Let me know if you need further details.
(if it helps, mark it verified)
I think the question targets the new forecasting feature in D365 Sales.
Your answer describes the standard behavior of rolling up currency values in D365 which is most probably used under the hood for calculating the forecast values, too. Nevertheless the question I'm wondering too is how we can influence the currency shown in the forecast. In the example below we see territory hierarchy in the forecast using $ as currency and I want to change it to e.g. EURO. I have not yet found a way to influence the currency used in the forecast.
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