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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?

  • Shelly Thomas Profile Picture
    Shelly Thomas 25 on at
    RE: Unlock Currency Field After Record Save D365 CRM

    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.

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Super User 2024 Season 1 on at
    RE: Unlock Currency Field After Record Save D365 CRM

    Hi Sana.Kalam,

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

  • Sana.Kalam Profile Picture
    Sana.Kalam 5 on at
    RE: Unlock Currency Field After Record Save D365 CRM

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

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Super User 2024 Season 1 on at
    RE: Unlock Currency Field After Record Save D365 CRM

    Hi Sana.Kalam,

    Write the on-demand workflow.

  • Sana.Kalam Profile Picture
    Sana.Kalam 5 on at
    RE: Unlock Currency Field After Record Save D365 CRM

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

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Super User 2024 Season 1 on at
    RE: Unlock Currency Field After Record Save D365 CRM

    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.

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