Check out the latest features available in Dynamics 365 for Customer Engagement, including LinkedIn Connect, Voice of the Customer and Universal Resource Scheduling.
Dynamics 365 2019 release wave 2 plan Discover the latest updates to Dynamics 365.Release Plan | Weekly Deployment Notes
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants.Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements.
ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Talent TechTalks
Hi. I have a custom entity called Subscription that has a N:1 relationship with the Contact entity.
One contact can have many subscriptions.
The Transaction currency is USD, but the base currency of MSCRM is GBP.
The Subscription entity has a value denominated in USD.
I have created a rollup field in the Contact entity in a Subgrid that rolls up the value of Subscriptions that the Contact has a relationship with.
But the value of the rollup is returned in GBP, as is the base equivalent field.
Why is the rollup not calculating in USD when the Transaction currency of CRM is set to USD? Why is it calculating to GBP?
If anyone can help, that would be great.
Can you please check the Currency field in the Contact? And set it to USD
Typically, the currency is inherited from account, opportunity and so on.
Let me know if this works.
Thank you for your reply.
In the 'Contact' form of the 'Contact' entity, there is no Currency field. The 'Contact' form is where I have the rollup.
There is only a Currency field in the 'Information' form for the 'Contact' entity.
Which version of CRM are you using 2013 or 2015?
You can find the currency field in the details Tab- Billing section of the Main form. Please check it.
Thank you very much, that has answered my problem. I was looking at the Field Explorer in the Forms view and couldn't see Currency there, and hadn't thought to scroll down to the Billing section.
I'm using the 2015 version.
Could I just ask, would it have been set to the base currency (GBP) because the 'Contact' entity was created before I changed the Transaction currency to USD?
Is there a way to change this field en masse for all contacts?
I am glad that solved your problem.
By default, all the entities will relate to the Base currency.
If you wish to apply the transaction currency to a set of contacts, then you can do so using a simple workflow which will trigger on-demand.
Write a workflow on the contact entity ->Update Record->Select the Currency field in the Billing section and set it to the required transaction currency, save and activate.
Then select the set of contacts you wish to update the transaction currency and run the workflow.
Business Applications communities