Update exchange rates

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Posted on by Vadim Tikhomirov

Hello everyone,

I want to set up automaticly update for exchange rates. In the instructions on Microsoft website says that all I have to do it to find exchange rate service (press search icon and then typyng name of the service). But as I understand it is searching only through information that already exist in CRM and accordingly system can't find external site or service. Screendump below. Sorry if question is silly, I just started using Dynamics for a 2-3 week and not advanced user in it. Instruction that I am using https://docs.microsoft.com/en-us/learn/modules/currencies-exchange-rates-dynamics-365-business-central/3-services

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LuHao 40,892 on at

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RE: Update exchange rates

Hi Vadim,

Welcome to D365 community.

According to the screenshot, you are using Sales Hub, and your last link is the content of Business Central, these two are different D365 apps, so you can not follow the steps of the link correctly.

I would recommend you use power automate to update exchange rates automatically.

Please refer to this blog: https://alphabold.com/dynamics-365-update-currency-exchange-rates-using-power-automate/

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Vadim Tikhomirov 5 on at

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RE: Update exchange rates

Hello Hao,

Thank You so much! Are this powerapps.com service free or I need subscription?

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LuHao 40,892 on at

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RE: Update exchange rates

Hi Vadim,

Yes, https://make.powerapps.com is free for you.

Microsoft offers additional services and software that work in tandem with Dynamics 365. These services are included with the full user as indicated below. There is no need to license these additional services and software.

Microsoft Power Platform is a high-productivity platform that includes the ability to integrate products.

Power Apps: Extend and customize applications

Power Apps Portals add-on

AI Builder capacity add-on

Power Apps and Power Automate capacity add-on

Power Automate: Automate business processes and workflow

Power BI: Deliver business intelligence

Power Apps and Power Automate use rights are determined based on the Dynamics 365 application.

More information: Dynamics 365 Licensing Guide.

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Nishant Rana 11,325 Microsoft Employee on at

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RE: Update exchange rates

Below are some of the helpful articles with regards to currency and exchange rate in Dynamics 365.

nishantrana.me/.../

Using Power Automate to update the exchange rate

2die4it.com/.../

alphabold.com/.../

www.dxrms.com/.../

Exchange Rate Control in PCF Gallery

pcf.gallery/.../

Update exchange rate through a Console app

blog.crgroup.com/.../

Through XrmToolBox plugin

www.xrmtoolbox.com/.../

Using workflow and dialog (deprecated)

alphabold.com/.../

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LuHao 40,892 on at

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RE: Update exchange rates

Hi partner,

Has the problem been solved? Any updates?

Please click Yes under "Did this answer your question?" to close this thread.

Thanks. : )

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Vadim Tikhomirov 5 on at

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RE: Update exchange rates

Hello,

Thank you so much for help. I transfered all information to our IT-department. We've still not made the chages because of the vacation, but I sure that all advices getting here will be usefull.

Thank you.

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