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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Convert the currency c...
Microsoft Dynamics CRM (Archived)

Convert the currency converter

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Posted on by Community Member

Hi All

I have one requirement where my price list is in US and quote should be in INR ,Can any one suggest me to achieve this .

Example :Product one is in US $  when i create the opportunity Detail amount in $ should be converted to INR  apply all tax in INR only and quote in INR.

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  • Community Member Profile Picture
    Community Member on at

    Take a look at this community.dynamics.com/.../143114

  • Community Member Profile Picture
    Community Member on at

    Thank you so much.

    In my case i will select the price list in US $ but at the last i need to convert the price to  INR apply tax and quote it to customer.

  • Suggested answer
    ManirajKV Profile Picture
    ManirajKV 1,477 on at

    Hi Ramya,

    What's your base currency ?

    If INR is not your base currecny, create a currency for INR  under Businessmanagement->currencies. there you can specify exchangerate. This exchange rate is static. you should update periodically. 

    Refer the below link:

    https://community.dynamics.com/crm/f/117/p/181125/449029#449029

  • Community Member Profile Picture
    Community Member on at

    In my requirement currency is INR but one of the field should hold the foreign currency to quote customer the real price of product .

  • Community Member Profile Picture
    Community Member on at

    Which the re seller buy product from foreign distributor /principal  

  • Suggested answer
    ManirajKV Profile Picture
    ManirajKV 1,477 on at

    Ramya,

    If your system currency is US $, by default product price will be in $. So add one field for exchange rate (which holds the conversion rate for INR) and  one field for productPrice (INR).  

    Please go thru the above link. it will help you.

  • Community Member Profile Picture
    Community Member on at

    Thank you for reply

    System currency is INR by default, but we are maintains multi currency for opportunity.

    i will try above link let me see.

  • Community Member Profile Picture
    Community Member on at

    Price list is for $ but tax and quote should be in INR

  • Verified answer
    ManirajKV Profile Picture
    ManirajKV 1,477 on at

    Hi,

    Reverse the above suggested steps, it will help. go through the below links, it will help!!

    http://www.crmsoftwareblog.com/2013/05/dynamics-crm-multi-currency-how-does-it-work/

    http://us.hitachi-solutions.com/2014/03/04/dynamics-crm-multiple-currencies/

  • Suggested answer
    ManirajKV Profile Picture
    ManirajKV 1,477 on at

    Hi,

    For this you should hide the existing field and create the same set of fields and follow the same procedure suggested earlier. it will work. !!

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