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Hi All, Is there way to auto update exchange rates from API in Dynamics CRM on premise? My client is updating manually based on this link www.ecb.europa.eu/.../eurofxref-daily.xml. I need solution for on premise whether with this XML or any API. Thanks for the help.
You can write a console application to get the exchange rate from this XML and update exhcnage rate into Dynamics CRM. Then you can deploy this console application on the CRM server and run this application every by windows scheduled task.
Hi Ryan,
Thanks for the response, do you have articles or blogs that can guide me on this?
Also wanted to know if its possible to do it through flows with exchange rates in JSON but environment will remain On Premise only
Regards,
Persis
Hi, There is a blog post about updating currencies automatically. The post shows how to connect API, read values from API and update data in CRM. The method used here is using Power Automate but you can create a custom console application. Everything is same, you will still consume the REST endpoint same but with .NET code!
Please refer to this link: crmminds.com/.../
can somebody guide on how to fetch the base currency of the org in the C#, I am able to establish the connection using below:
CrmServiceClient crmSvc = new CrmServiceClient(ConfigurationManager.ConnectionStrings["OnPremCRM"].ConnectionString);
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