CRM Currency Update

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Posted on by Community Member Microsoft Employee

Hi, I am using Dynamic CRM 2011 version. We have not updated currency for a long time. I have updated currency rate in setting to match with latest. we have base value set to USD.

After changing currency I am still seeing old numbers. for example JPY to USD is old number but not reflecting new currency rate.

This is in opportunity section. How can I refresh all fields based on current rate?

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Community Member Microsoft Employee on at

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RE: CRM Currency Update

Thanks Andrew. I am aware about SSIS. I will look into it.
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a33ik 84,323 Most Valuable Professional on at

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RE: CRM Currency Update

When we are talking about massive updates I would recommend to take a look at SSIS + KingsWay Soft adapter.
Community Member Microsoft Employee on at

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RE: CRM Currency Update

Hi Andrew Thanks for update. I got it but I have 10000+ opportunities how can I recalculate all together ?
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a33ik 84,323 Most Valuable Professional on at

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RE: CRM Currency Update

Hello,

You can click "Recalculate" button on opportunity's ribbon or change currency field - that should recalculate base value according to new exchange rate.