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

Unlock Currency Field After Record Save D365 CRM

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Posted on by 5

Hello,

I am working on sales order after saving order currency field will lock. i want to override currency after saving record. how can we unlock currency field to override currency value?

I have the same question (0)
  • Suggested answer
    Abdul Wahab Profile Picture
    12,119 Moderator on at

    Hi Sana.Kalam,

    Create a view. Addin filters for that record. Do not forget to include the currency column.

    Open the record in excel online

    pastedimage1678371995024v1.png

    Change the value

    Save the excel.

    pastedimage1678372040600v2.png

    This might be the solution to your problem.

  • Sana.Kalam Profile Picture
    5 on at

    I am Working on On-Prem CRM old version. this feature is not available.

  • Suggested answer
    Abdul Wahab Profile Picture
    12,119 Moderator on at

    Hi Sana.Kalam,

    Write the on-demand workflow.

  • Sana.Kalam Profile Picture
    5 on at

    I have tried it but not working while saving it revert back my changes.

  • Suggested answer
    Abdul Wahab Profile Picture
    12,119 Moderator on at

    Hi Sana.Kalam,

    It seems this is by design. The behaviour required extension.

  • Shelly Thomas Profile Picture
    25 on at

    You can do this via installing the plugin, it will help you reach the higher levels without any issue. I hope you will get it.

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