Updating Opportunites with Currency Exchange rates

(0) Share

Report

Posted on by AlexMurphy

I am new to Dynamics 365 Online and I was wondering if anybody could help me with an issue.

I have added Australian Dollars to the currency screen at a rate of 1.87

I have then added an Opportunity and a product.

I have then changed the Currency Exchange rate to 3.5 and have noticed that the open Opportunity and Product have stayed at 1.87

Is there some way I could updated the record with the new rate. Unfortunately, due to the nature of our business, opportunities can take upto 2 years to close and the exchange would fluctuate on a monthly basis.

Thank you

I have the same question (0)

All responses (1)

Answers (0)

Suggested answer

Pradeep Rai 5,489 Moderator on at

Like (1)

Report

Hi,

I would suggest you can write custom logic like power automate, workflow to update the opportunities with new exchange rate.

Thank You,
Pradeep Rai.

Was this reply helpful? Yes No