Add or remove a currency

 

Updated: November 28, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Microsoft Dynamics 365 is a multicurrency system, in which each record can be associated with its own currency. You can perform financial transactions like opportunities, quotes, orders, and invoices in multiple currencies.

  1. Go to Settings > Business Management.

  2. Choose Currencies.

  3. On the Actions toolbar, choose New.

    1. After you select New, next to Currency Type choose Custom.

    2. Enter the currency code, name, precision, and symbol for the custom currency, and then proceed to Step 5.

  4. Use the Lookup button Lookup button next to the Currency Code box, to select the currency that you want to add.

    You can change the Currency Name, Currency Precision, or Currency Symbol.

  5. Under Currency Conversion, in the Exchange Rate box, type the rate of exchange between your base currency and the new currency you are adding.

  6. After you have completed your entries, select Save and Close.

Currencies that are in use by other records cannot be deleted, but you can deactivate them. Deactivating currency records does not remove the currency information stored in existing records, such as opportunities or orders. The original currency information stays in those records, but the currency cannot be selected for new transactions.

System_CAPS_importantImportant

The base currency cannot be deleted.

  1. Go to Settings > Business Management.

  2. Choose Currencies.

  3. Select the currency you want to delete or deactivate.

  4. On the Actions menu, select Delete Currency or Deactivate Currency.

  5. Confirm the deletion or deactivation and choose Close.

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