Dynamics Community Forum Thread Details

Hello Stone,

Yes, you can absolutely achieve this in Dynamics 365, although it requires some customization. Here's a breakdown of the approaches you can take, along with considerations for each:

Methods to Display Multiple Currency Values:

Real-Time Display with JavaScript (Client-Side):
- How it Works:
  - Use JavaScript on the form to detect changes to the currency and value fields.
  - When a change occurs, use the Dynamics 365 Web API to fetch the current exchange rates for the selected currency against your desired target currencies.
  - Calculate the converted values and display them in read-only fields on the form.
- Advantages:
  - Provides real-time updates to the user.
  - No server-side processing required.
- Disadvantages:
  - Relies on client-side scripting, which can be affected by browser compatibility or user settings.
  - Requires network calls to the Web API, which can introduce latency.
  - Security concerns for the api calls.
- Implementation Steps:
  1. Add read-only fields to your entity form for the converted currency values.
  2. Write JavaScript code that:
    - Attaches event handlers to the currency and value fields.
    - Uses the Web API to retrieve exchange rates.
    - Performs the currency conversion calculations.
    - Sets the values of the read-only fields.
Calculated Fields (Server-Side, Limited):
- How it Works:
  - Create calculated fields on your entity to store the converted currency values.
  - Use calculated field formulas to perform the currency conversion.
  - This method is very limited because it cannot call external web api's, so the exchange rate tables must be maintained within Dynamics 365.
- Advantages:
  - Server-side processing, ensuring consistency.
  - No client-side scripting required.
- Disadvantages:
  - Calculated fields are updated only when the record is saved or when a scheduled recalculation occurs.
  - Relies on exchange rate tables inside of Dynamics 365, so it is required to have a scheduled job to update the exchange rates.
  - Limited functionality for complex conversion scenarios.
- Implementation Steps:
  1. Create calculated fields for each target currency.
  2. Define the calculated field formulas using the currency and exchange rate fields.
  3. Add the calculated fields to your entity form.
Plugin or Azure Function (Server-Side, More Robust):
- How it Works:
  - Develop a plugin or Azure Function that triggers when the currency or value fields are changed.
  - Use the Dynamics 365 SDK or Web API to retrieve exchange rates.
  - Calculate the converted values and update the record.
- Advantages:
  - Server-side processing, ensuring consistency.
  - Can handle complex conversion scenarios.
  - Can call external web api's to get the latest exchange rates.
- Disadvantages:
  - Requires development expertise.
  - Adds server-side processing overhead.
- Implementation Steps:
  1. Create a plugin or Azure Function that triggers on the appropriate events.
  2. Use the SDK or Web API to retrieve exchange rates.
  3. Perform the currency conversion calculations.
  4. Update the record with the converted values.

Recommendations:

Real-Time Display (JavaScript):
- This is the best option for providing immediate feedback to the user.
- Ensure you handle potential latency and error conditions gracefully.
Plugin or Azure Function:
- This is the most robust and flexible option for complex conversion scenarios or when you need server-side processing.
- Use this if you need to call external web api's to get the latest exchange rates.

Key Considerations:

Exchange Rate Data:
- You'll need a reliable source for exchange rate data.
- Consider using a third-party API or a regularly updated exchange rate table.
Performance:
- Optimize your code to minimize the impact on performance.
- Cache exchange rate data to reduce the number of API calls.
User Experience:
- Provide clear and concise labels for the converted currency values.
- Consider using a visual indicator to show that the values are being updated.

By carefully considering these factors, you can choose the best approach for displaying multiple currency values in your Dynamics 365 entity.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me.

My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.

Best Regards,
Daivat Vartak

Community site session details

How to display the values of multiple currencies in one record for an entity？

Solution 1: Use a Custom Calculated Field (Manual Exchange Rate)

Solution 2: Use Power Automate (Automated Exchange Rate Updates)

Solution 3: Use a Custom PCF Control (Best for UI Experience)

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