Finance | Project Operations, Human Resources, ...

Workflow for Exchange rate Update

(1) Share

Report

Posted on by AY-23051805-0

Is it possible to create a workflow for approval for exchange rate every time it gets updated in FO?

I have the same question (0)

All responses (7)

Answers (0)

Suggested answer

Kevin Xia Microsoft Employee on at

Like (0)

Report

Hi,

It's possible. Can you tell us what problems you are facing, and can provide screenshots of the problems or operation steps for the consultants' reference. If you don't know how to create a workflow, you can refer to this official documentation: Create workflows overview - Finance & Operations | Dynamics 365 | Microsoft Learn. This article explains how to create a workflow.

Best regards,

Kevin

Was this reply helpful? Yes No
AY-23051805-0 26 on at

Like (0)

Report

Hi Kevin, I'm just wondering if it is possible to create an approval process for account manager when anyone updates a new currency rate and it will only be applied if the account manager approves it. Can it be done in workflow or this needs additional customization?

Was this reply helpful? Yes No
Suggested answer

Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

Like (1)

Report

These are the only workflows available out of box for General ledger module. You'll need a customization to create an Exchange rate workflow type. You could also consider creating a workflow in the Power Platform.

Was this reply helpful? Yes No
Suggested answer

Waed Ayyad 9,039 Super User 2025 Season 2 on at

Like (0)

Report

Hi @Community member,

You should create new custom workflow; you can follow the below link:

https://www.linkedin.com/pulse/custom-workflow-development-dynamics-365-finance-operations-ali/

Thanks

Waed Ayyad

Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future

Was this reply helpful? Yes No
Waed Ayyad 9,039 Super User 2025 Season 2 on at

Like (0)

Report

Hi @Community member,

Is your issue resolved?

Was this reply helpful? Yes No
AY-23051805-0 26 on at

Like (1)

Report

Yes Thank you!

Was this reply helpful? Yes No
Waed Ayyad 9,039 Super User 2025 Season 2 on at

Like (0)

Report

Hi @Community member,

If my answer helped you, mark it as verified in order to help others on the Community.

Thanks

Waed Ayyad

Was this reply helpful? Yes No