Microsoft Dynamics CRM (Archived)

Change base currency

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Posted on by Community Member

Hello,

Is there a way to change the base currency on the system?

I need to go from USD to EUR.

Thank you,

Jason.

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Colin365Bell 40 on at

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RE: Change base currency

Hi Kmria
[quote user="kmria"]
You can reset the default currency. All you have to do is go back to 365 Admin page, select the instance and hit reset. Leave every other settings as it and change default currency to EUR.
[/quote]

I have an instance that has been running with US Base Currency and we should be GBP so I have been unable to use Reports due to this and have been using a work around, can you confirm if i was to "Reset" my production environment will all customisation etc be lost?

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Osman Mohammad Iqbal 5 on at

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RE: Change base currency

Good one helpful

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Community Member on at

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RE: Change base currency

You can reset the default currency. All you have to do is go back to 365 Admin page, select the instance and hit reset. Leave every other settings as it and change default currency to EUR.

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Saddamk206 777 on at

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RE: Change base currency

Hi...

You can try These Steps.....

Settings => Administration => System settings => Format

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Community Member on at

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RE: Change base currency

Can you elaborate on this? show a guide on where to find this as i can not find a "Badge"

Thank you

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Santiago Carbonell 313 on at

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RE: Change base currency

Yes,

from configuration (setup), bussines administration, badge

Regards

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Aiden Kaskela 19,696 on at

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RE: Change base currency

Hi Jason,

That's just semantics; you can 'provision a new instance' in CRM Online. You can set it up with the info below than blow away type old instance.

technet.microsoft.com/.../dn467371.aspx

Goods luck. I'd appreciate if you'd mark this as a Verified answer.

Thanks,

Aiden

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Community Member on at

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RE: Change base currency

Hello Aiden,

Trying to find where to create a new organization in CRM Online and I came across with a blog post describing that new organizations cannot be created on CRM Online. This can be done only on CRM On prem.

Any ideas?

Jason.

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Aiden Kaskela 19,696 on at

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RE: Change base currency

Hi Jason,

You could set up a new CRM Organization with EUR as the base currency, and you can keep your customizations by adding them to a solution, exporting it as unmanaged, and importing it to your new org. We would lose any records you created, but if you're still in the early stages that doesn't sound so bad (and it will only get harder as you have more data).

Thanks,

Aiden

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Community Member on at

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RE: Change base currency

Hi Aiden,

Thank you for your answer.

So what can I do if I wanted the orgainization to have a different basse currency?

CRM is not in production and we are at very early stages of customizing it.

Can I set up again the organization even if all data is lost?

Thank you

Jason.

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