Views:

What's happening?

In Dynamics 365 Sales, when performing group by and sum calculations in the opportunity view, customers may encounter uncertainty regarding the currency unit of aggregated revenue values, especially when multiple currency types are involved. 

Reason:

Dynamics 365 Sales utilizes a multi-currency system, allowing aggregation, comparison, or analysis of multiple records with different transaction currencies based on a single currency through exchange rate conversion. The base currency serves as the reference currency, and all currency values at the record level are converted into this base currency.

Resolution:

  • When performing group by and sum calculations in the opportunity view within Dynamics 365 Sales, the aggregated values are displayed in the base currency. This is because Dynamics 365 Sales employs a multi-currency system, where all currency values at the record level are converted into the base currency using exchange rates.