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As  part of my preparation for the MB2-717  Microsoft Dynamics 365 for sales certification.

Today i am going to explain how the default currency works in Dynamics 365.

In Dynamics 365 there is system currency and custom currency:

Product Currency Configuration
– Ability to add new currencies
  -System
  -Custom

– Set a default currency
  – Not required but extremely important
  – Able to set a specific currency for your customer

– Precision number can be set

– Exchange rates must be manually managed
   – Exchange rates don;t automatically update for reporting purposes
   – Base currency amounts and exchange rate on existing records remains
      the same, only new records are affected by the new rate

Let’s see with an example how this works..

Open an account record in Dynamics 365 and inside the account record,

Click on the recent opportunities subgrid and create a new opportunity, check the currency for that opportunity, its CADDOLLAR.

Now click on the settings icon on the right side of the  web page and you will be prompted with the settings > click on the options by default the currency will be the base currency, you can change to the different currency “AUDDollar”and all the “opportunity, quote, order , invoice” will only be i.e “AUDDollar”.

Now create new opportunity for the “Fabricam” account then the currency will be automatically set to be a “AUDDollar” only.

So if you scroll down to the Product line items then there is no price list items, why because we have changed the default currency to “AUDDollar” and the price lists are relay on the currencies. The only we can use “AUDDollars” is we need to associate the price lists with “AUDDollar” currency.

Always remember when working with multiple currencies and multiple price lists and even multiple discounts, some form of planning should be necessary when creating the price lists.

Create a new price list the default currency will be “AUDDollar” Currency, as we have changed the default currency to “AUDDollar”. then scroll down to see the price list item  subgrid and click on the + symbol and create thge price list item as you can see on the below image the currency will be the “AUDDollar”  and select the Product from the lookup, unit , Amount  save and close.

Go back to the opportunity “Need some Pendrive” and add product line item. you can also add products to it.

So when working with multiple currencies and multiple price lists , it is very tricky but it does allow you to maintain your customers who might span across the world.

I hope this helps..

Today i am going to show and explain you how to integrate Dynamics 365 with Power BI Out of box..

First of all you need to enable the integration so go to Dynamics 365 > Settings > Administration > System Settings >Select  Reporting Tab

That’s all we need to configure in the Dynamics 365..

We are going to connect to one of the Content Packs made for Dynamics 365 inside Power BI, so we need the OData feed from D365. Go to Settings-> Customizations ->Developer Resources:

From the above image copy the url..upto the .com…

Login to the Power BI and Login with the same account as you logged into Dynamics 365.

Open up the side bar menu and go to the Get Data

Under the Content Pack Library:

Select Services:

Then you will be prompted with the below page and search for Dynamics 365 .. and select the Customer Service Analytics for Dynamics 365..

You will be prompted with the following page and click on the get in now button..

Again new pop up will come up and place the url copied from the developer resource of Dynamics 365

https://yourcompany.api.crm11.dynamics.com

Click on Next button then you will be prompted with the below pop up ..
In the pop up , Select Authenticated Method =  ” oAuth2 ” and the click Sign in.

Then you will get sign in page and select the login credentials that you have used for the Dynamics 365 and Power BI

Click on the credentials then …

Yahoo!.. we have powerful and very useful dashboard is ready to view..

Then head back to Dynamics 365 > Services > Dashboard.. then Click on the “NEW” dropdown..
you will be prompted with “Power BI Dashboard” select it..

After clicking on the Power BI Dashboard ..

Then check the box for enable for mobile and click on save button..

Here you go .. you can see “Customer Service Analytics for Dynamics 365 Dashboard.. at the moment on the current dashboard 10 underlying reports and if you want to go back to Power BI, you can click on the top right side button ” OPEN IN POWER BI”.. then you will in POWER BI again..

This is very cool….

 if you want to share this dashboard with other colleagues in your organization you’ll have to share the dashboard in PowerBI. Then the users can import it to their personal dashboard inside D365, so security is pretty much handled by PowerBI. The content packs made by Microsoft gives you a great starting point for reports, I recommend  every one of them

As always, if you need any help,

Please contact us @ www.gmritsolutions.co.uk
Email: Admin@gmritsolutions.co.uk