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Microsoft Dynamics CRM (Archived)

Opportunity with multiple currencies

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I´m working in a solution for a client, he works with multiple currencies, for example dollar, euro, mexican pesos. He needs that every opportunity and every offer or quote can be have multiple currencies, for example the first quote is in mexican pesos, but the client say "I wanna pay in dollar", so we do another quote but this is dollar, all inside of the same record of the opportinity.

The problem is that when I create a new opportunity I have to select one currency, so We only can use the product list in that currency.

Any suggestion about how can I do it?

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David Jennaway 14,065 on at

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One option would be to just have one opportunity, but create a separate quote for each currency that the customer wants to be quoted in, and change the currency on the quote as required. This works best if the customer would only accept one quote per opportunity (i.e. they won't choose to accept both the quote in pesos, and the quote in dollars), as it has the advantage that you won't double-count on the opportunities. You may need to include workflow or a plugin to update the currency on the opportunity either when the quote is accepted, or a new quote is created.

Another option could be to create a separate opportunity per currency, and add relationships to link them, but this has the drawback that it is difficult to avoid double-counting (again assuming that only one of the opportunities at most will be won)

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