D365 – Currency Fields

Introduction

In this article:

1. The base currency is US Dollar (USD)
2. Two entities were created for testing: Invoice and Invoice Detail, with a one-to-many relationship between them

Basic Concepts

Currency is a field type in Dynamics CRM used to store monetary values. When a currency field is created in an entity, the system automatically generates four related fields in the background.

For example, when a currency field named Amount is added to the Invoice Detail entity, the following fields are created:

• gdh_amount – stores the actual currency value
• gdh_amount_Base – stores the base currency value, calculated from the actual value and exchange rate

Additionally, two more fields are involved:

• Currency
• Exchange Rate

Creating New Currencies

Go to Power Platform Admin Center → Select Environment → Enter Settings → Choose Currencies.

On the pop-up page, add a new currency:

For this experiment, two new currencies were added: RMB and JPY.

Notes

1. When the exchange rate is updated, Dynamics CRM does not recalculate existing currency fields.
2. Exchange rates are defined by the system administrator.

Creating Test Data

As shown, if the selected currency is not the base currency, Amount(Base) is automatically calculated based on Amount and Currency.

Adding Rollup for Currency

What happens when a rollup field is added to a currency? Here, a currency field Example - Total Amount was created in the Invoice entity:

Rollup rule configuration:

Rollup result:

The field Example - Total Amount calculates based on the related currency values. The process is: Currency → Exchange Rate → Example - Total Amount(Base) × Exchange Rate.

Notes

1. In CRM, rollup fields are periodically updated. Update frequency can be configured in system jobs, but the minimum interval is once per hour.
2. Rollup calculation can also be triggered manually. By clicking the small calculator icon beside the rollup field, a Recalculate button appears:

User Default Currency

Although the base currency is set to USD, each user in CRM can configure their default currency. When creating a new Invoice record, the Currency field will default to the user’s chosen currency.

For example, if user test06 sets the default currency to JPY and creates a new Invoice record:

The currency field on the form is automatically set to JPY:

References

1. Create and edit Dataverse columns using Power Apps solution explorer (CN)
2. Types of fields – Using currency columns (EN)