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Customer experience | Sales, Customer Insights,...
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How to set default currency value in custom field in Dynamics crm 2013

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Posted on by 45

On Quote entity there is currency field in that we have so many currency like us dollar,aed,euro.So i create a new field called capital invested in different section.Now problem is that when i change currency for that particular record values are also changing in custom entity i dont want that.Whatever value in quote record currency i want to set the default value AED in custom field called capital invested.Plz check my below screenshots.See the screenshots 1 is having currency UAE dhs & screenshot 2 has same currency AED  i dont want that if i changes currency to us dollar in screenshot 1 then i want capital invested currency to be AED.Plz help on this query

pastedimage1610456553923v1.png

pastedimage1610456610799v2.png

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  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    I'm afraid that's not doable and the "Currency" field will always respect the currency selected in the lookup because that is the way system is developed and you can't customize or tweak it. The only suggestion I have is to create a separate field of "Decimal" type and store "Capital Invested" value in the field.

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