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Microsoft Dynamics CRM (Archived)

Add fields to currency forms

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Posted on by 1,670

Hi,

when i try to add new field to currency forms the new field buttom disabled, i do no why (i have administrator account), any idea please.

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  • Suggested answer
    Nishant Rana Profile Picture
    Nishant Rana 55 Microsoft Employee on at
    RE: Add fields to currency forms

    For someone reading this is in 2020, it is still the same. We cannot add new form/ field / etc. to currency entity.

    nishantrana.me/.../

  • Verified answer
    Royal King Profile Picture
    Royal King 27,686 on at
    RE: Add fields to currency forms

    If you are using price list to add products to an opportunity update the price list item value that change will be reflected in the opportunity without affecting any existing opportunity

  • Ammar Zaied Profile Picture
    Ammar Zaied 1,670 on at
    RE: Add fields to currency forms

    how to create process to update currency value of opportunity in 2015 ?

  • Verified answer
    Royal King Profile Picture
    Royal King 27,686 on at
    RE: Add fields to currency forms

    crm keeps the history of the currency even though if you change the exchange value over the year in case of organizations using multiple currencies .

    Check the below post that provides how multicurrency in an organization works in detail

    community.dynamics.com/.../dynamics-crm-multi-currency-how-does-it-work.aspx

  • Verified answer
    Mamatha Swamy Profile Picture
    Mamatha Swamy 5,422 on at
    RE: Add fields to currency forms

    Ammar,

    You can enable auditing for Currency entity. Check if that helps you.

  • Ammar Zaied Profile Picture
    Ammar Zaied 1,670 on at
    RE: Add fields to currency forms

    ok thanks, it is possible to save the history of currency value by year ?

  • Verified answer
    Mamatha Swamy Profile Picture
    Mamatha Swamy 5,422 on at
    RE: Add fields to currency forms

    Making such changes to the database is not supported and you risk crashing your CRM instance.

  • Ammar Zaied Profile Picture
    Ammar Zaied 1,670 on at
    RE: Add fields to currency forms

    it is possible to add new fields in the database and create new view, forms.... ?

  • Verified answer
    Mamatha Swamy Profile Picture
    Mamatha Swamy 5,422 on at
    RE: Add fields to currency forms

    Hi Ammar,

    Currency is a system entity. Adding new field/form/view is not allowed on it.

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