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Updating Opportunites with Currency Exchange rates

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Posted on by AlexMurphy

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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

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Pradeep Rai 5,490 Super User 2024 Season 2 on at

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Updating Opportunites with Currency Exchange rates

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.

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