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Customer experience | Sales, Customer Insights,...
Suggested Answer

Automatically update Currency Exchange Rates

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Posted on by 10

Hi all,

I have been looking (without success) for guidance on how to automatically update the Exchange Rate for each currency in the Currency entity.  I would like to update the rates on a daily basis with rates contained in an Excel file saved in Sharepoint.  Any help or guidance will be greatly appreciated.

Thanks,

Richard

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Pavers66,

    This can be achieved through Power Automate flow or Azure Data Factory.

    You need to do these steps(Power Automate):

    1. Create a Scheduled Cloud Flow to run every day.

    2. Get the data from the excel in the SharePoint.(You excel would better store the each currency record's GUID)

    3. Update the Currency record.

  • Suggested answer
    FrederickICK Profile Picture
    65 on at

    Hi Richard,

    You can use Power Automate and specific API to do this

    Here is a tuto for that: d365update.com/multi-currency-frequent-automated-update

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