Currency Setup in Dynamics 365

Leave a comment

To set up a new currency in the system, go to Settings->Business Management and select Currencies:

Click New:

Use the currency code lookup to select a currency:

Set the conversion rate:

Now, on the Account record, you can set the account’s currency:

Now, go to Settings->Product Catalog and select Price Lists:

Create a new price list. Set the currency to Euro:

Add a price list:

Save the price list to add it to the Product Catalog:

Now, when you create a transaction such as an invoice, you will be able to select the currency and also the price list. The products will then be in that currency:

 

THANKS FOR READING. BEFORE YOU LEAVE, I NEED YOUR HELP.
 

I AM SPENDING MORE TIME THESE DAYS CREATING YOUTUBE VIDEOS TO HELP PEOPLE LEARN THE MICROSOFT POWER PLATFORM.

IF YOU WOULD LIKE TO SEE HOW I BUILD APPS, OR FIND SOMETHING USEFUL READING MY BLOG, I WOULD REALLY APPRECIATE YOU SUBSCRIBING TO MY YOUTUBE CHANNEL.

THANK YOU, AND LET'S KEEP LEARNING TOGETHER.

CARL

https://www.youtube.com/carldesouza

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

carldesouza.comLinkedIn Twitter | YouTube

 

Leave a Reply

Your email address will not be published. Required fields are marked *