Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

currency history

Posted on by 1,670

Hi,

in my opportunity view, i need to add new fields contains (currency type, exchange rate), when i update the exchange rate i need to save the history of exchange and show the exchange rate value of each opportunity, any idea ?

*This post is locked for comments

  • Ammar Zaied Profile Picture
    Ammar Zaied 1,670 on at
    RE: currency history

    thanks Aileen.

  • Verified answer
    Aileen Gusni Profile Picture
    Aileen Gusni 44,522 on at
    RE: currency history

    Ammar,

    Create another entity to store the history..

    Then you can use Plugin or workflow to every time create the history..

    Otherwise you can use the OOB CRM Auditing.

    Thanks.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans