Hello,
A customer is confused (and so am I) about how opportunities inherit their currency (transaction currency).
They created a lead which got the users preferred currency (SEK). When they qualified the lead as "won" the resulting opportunity got currency "EUR" but the contact and account got "SEK".
I have verified this by looking at the audit history of each record..
So my question therefore is: how could the opportunity get EUR as currency when the Lead it was created from has SEK and also the user performing the actions has SEK?
Below is my understanding of currency based on the article linked below (plus other resources and experience). According to this I believe that the opprtunity also should have gotten SEK..
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- A Dynamics Environment always has a default (base) currency. This will be the default currency for all records created.
- If the Dynamics Environment has more than one currency configured all users default has the base currency unless they change this in their personal system settings.
- If a user changes his/her default currency this will instead be the default currency for records created by that user.
- Exception: if for example a parent record (f.e Account) is created in EUR but a user with default SEK creates an opportunity when standing on the parent record the Opportunity will inherit the currency from the parent record. The user may of course choose to change the currency for that record to any other configured currency.
- In contrast of the above, if just creating a new opportunity from the opportunity view and later adding a parent record the currency of the opportunity will not automatically be inherited from the parent record.
- For each field of type “Currency” there is a separate field, default hidden, that always stores the value in the systems base currency. This is useful when making reports.
- Updating exchange rate dot not impact/recalculate currency fields in existing records. Only new records will use the updated exchange rate.
Source: https://neilparkhurst.com/2019/02/25/mb-210-microsoft-dynamics-365-for-sales-currencies/
