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

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Posted on 16 Mar 2025 15:16:34 by Stone Huang

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Hi Guys,

I want to display the values of multiple currencies in a record of an entity. For example, there is a currency field. When a user selects a currency and fills in the values, I need to make it display the values of other currencies. As a reference, is there any way to achieve this?

Thanks,

Stone

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Microsoft Dynamics CRM

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Dharanidharan 489 User Group Leader on 16 Mar 2025 at 22:39:09

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

Hi Stone,

Yes, you can display multiple currency values in a single record in Dynamics 365 CE. Here’s how you can achieve this:

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

Add multiple currency fields (e.g., USD, EUR, GBP).

Create a custom exchange rate table in Dataverse.

Use a calculated field to convert the main currency field using stored exchange rates.

Limitation: Requires manually updating exchange rates.

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

Retrieve live exchange rates from an external API (e.g., ExchangeRate-API, Open Exchange Rates).

Update currency fields dynamically when a user selects a currency.

Trigger Power Automate on currency field change to update values in other currency fields.

Store historical exchange rates if needed.

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

Build a PCF (PowerApps Component Framework) control to fetch & display real-time currency values.

Allows dynamic conversion without storing multiple currency fields.

Let me know if you need a step-by-step implementation!