Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM forum
Suggested answer

Unlock Currency Field After Record Save D365 CRM

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?

Categories:
  • 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 Moderator 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 Moderator 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 Moderator 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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,532 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,501 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans