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Finance | Project Operations, Human Resources, ...
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Exchange rate providers

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Posted on by 1,419

Hello experts,

I'm wondering what is the best way to achieve the automatization of importing exchange rates into the system. At the moment, as I see it, the out of the box exchange rates providers are just a partial solution to exchange rates maintenance because the list is limited. Specially with the new functionality of dual currency in D365FO it makes even less sense to have an automatization to import exchange rates but not having a full list.

Anyone that can advise how to get a full list? I have tried to configure a new provider and the only one I get in the list is Oanda:

pastedimage1579164650462v2.png

So I add it and I was expecting to be able to check from an url the exchange rates provided by Oanda but there's nothing like that. I guess it requires configuration.

pastedimage1579164622579v1.png

I see in Ludgwig's blog a post about this but I can't open the files, thus I can't extract any conclusions.

So my question would be: What's the best way to automatically have all exchange rates populated in D365FO? To get an agreement with Oanda or Bloomberg for example? These two are paid services. I've read in another post about this webpage https://openexchangerates.org/. Is it a free exchange rate provider??

Thank you very much.

I have the same question (0)
  • Suggested answer
    Mea_ Profile Picture
    60,284 on at

    You have to implement your own docs.microsoft.com/.../create-exchange-rate-8 or find solution provider that already built it, there are several ISV available on the AppSource.  

  • Verified answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi CapsLock,

    Here is an alternative way.

    dynamicsax-fico.com/.../

    If you cannot open the video or if you need the flows, let me know; I can mail them to you so that you can test and adjust it yourself as needed.

    Best regards,

    Ludwig

  • CapsLock Profile Picture
    1,419 on at

    Hi Ludwig,

    I can't open the flows from there I will send you an email and if you can emailed them back would be perfect, thank you very much.

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