Currency Setup in Dynamics 365

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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:

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, BI, Web, Cloud and Data Science.

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