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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Workflow for Exchange ...
Finance | Project Operations, Human Resources, ...
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Workflow for Exchange rate Update

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Posted on by AY-23051805-0 26
Is it possible to create a workflow for approval for exchange rate every time it gets updated in FO?
  • Waed Ayyad Profile Picture
    Waed Ayyad 6,556 Super User 2024 Season 2 on at
    Workflow for Exchange rate Update
     
    If my answer helped you, mark it as verified in order to help others on the Community.
     
     
    Thanks
    Waed Ayyad 
  • AY-23051805-0 Profile Picture
    AY-23051805-0 26 on at
    Workflow for Exchange rate Update
    Yes Thank you!
  • Waed Ayyad Profile Picture
    Waed Ayyad 6,556 Super User 2024 Season 2 on at
    Workflow for Exchange rate Update
     
    Is your issue resolved?
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 6,556 Super User 2024 Season 2 on at
    Workflow for Exchange rate Update
     
    You should create new custom workflow; you can follow the below link:
     
    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
     
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,220 Super User 2024 Season 2 on at
    Workflow for Exchange rate Update
    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.
     
  • AY-23051805-0 Profile Picture
    AY-23051805-0 26 on at
    Workflow for Exchange rate Update
    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?
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Workflow for Exchange rate Update
    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

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