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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / 'Estimated Amount&...
Microsoft Dynamics CRM (Archived)

'Estimated Amount' on Lead form

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Posted on by Community Member

Hi Friends ,

There is an OOB currency field called 'Estimated Amount' on Lead form.

I am unable to find EstimatedAmount_base field ? Is this expected?

If yes , how are we supposed to check what value is being stored in base currency ?

Thanks,

Naveen

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I have the same question (0)
  • Verified answer
    Mithilesh Kumar Profile Picture
    Mithilesh Kumar 10,047 on at

    Hi Naveen,

    If you go to the Field section of Lead Entity you will see that, also whenever you create a Currency field a corresponding Base field will also get created.

    Below figure will make things clearer

    OOB Field on Lead form

    08685.2.jpg

    New Currency field created



    Hope that helps

    Thanks

    Please mark my answer as verified if you found it helpful

  • Verified answer
    Hosk Profile Picture
    Hosk on at

    I looked at all the fields on Lead entity

    sorted them by type so I could see all the currency fields Estimated Amount base currency field

    I can then see this field, which I believe is the

    Est. Value (Base)

    estimatedamount_base

    Shows the Est. Value field converted to the system's default base currency. The calculation uses the exchange rate specified in the Currencies area.

  • Community Member Profile Picture
    Community Member on at

    Thanks Friends , I got it !

    I have one more question : when an exchange rate is updated;Base value is being recalculated, with the updated exchange rate, only when Actual currency value in the UI is updated?

    Can we automate this so that whenever exchange rate get updated , base value gets recalculated automatically.What is the best possible solution for this ?

    Many Thanks,

    Naveen

  • Suggested answer
    Joe Gill Profile Picture
    Joe Gill on at

    Hi Naveen,

    I have done a blog post on how you can use the latest exchange rates in CRM 2015 using calculated fields which may help you

    joegilldotcom.blogspot.ie/.../real-time-exchange-rates-using.html

    Joe

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