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Customer experience | Sales, Customer Insights,...
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Can I have optional secondary currency field on Opportunity form?

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Posted on by 180

Hello,

Faced an issue with D365 v9.0.6 on-premise after a migration.

I have two currency fields on Opprotunity form. Standard one (transactioncurrency, required) and custom (new_accountingcurrency, optional).

Previously, in CRM 2015, I was able to save the form, specifying value for transactioncurrency field only.

Now, in v9.0 it gives me a validation error, saying that 'A currency is required when one or more money fields contain values...' But it is an optional field.

And no custom validation (no Business Rules or custom JS code) is present on form.

Meanwhile, similar configuration for custom entity works fine - second currency value is optional.

Did someone faced the same? How that was resolved (if it was at all)?

I have the same question (0)
  • ALTOSHAAM Profile Picture
    180 on at
    RE: Can I have optional currency field on form?

    Tested the same scenario with brand new Dynamics 365 v9.0 environment (on-premise) - and got the same result.

    Created new blank organization and added second currency field to Opportunity form. Main currency field is required, second one is optional.

    I can create a record, with empty secondary currency. But once filled, I cannot clear the value - I can't save the record with a blanked field. But, I can clear primary currency field instead and no validation error will be displayed (which is actually weird, because it is required). Although, trying to save such record silently fails, producing error in console, in some OOTB js file.

    Also, the same configuration on custom entity works fine.

    Seems like a defect in the D365 itself, so going to create a ticket for MS support for it.

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