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Our company sell products to different countries and uses different currencies like USD, EURO etc. So is it necessary to have price list created for all currencies for products. While adding the inline product for opportunity it takes the value from the price list defined for that currency. How do make it take the default one. For example while adding the inline product it should convert value from Euro to Dollar automatically. Do I need to specify the price of each product in respective currencies as well. I want the conversion to happen automatically. Any suggestions?
Hi Ravinder,
Unfortunately, we have to create separate price lists for the required currencies for all products.
If a product has no price list in the currency of the opportunity, then the product cannot be added to the opportunity. It is impossible to make opportunity line products automatically change currency.
Please refer to https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/144356/product-and-price-lists/412444
So my suggestion is to create price list entity records in batches through excel import, which can help you create price lists for all products quickly and easily. The import steps are also in the link above.
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