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Firt of all you need to open the XrmToolbox, and connect to Dynamics CRM environment:

currencies_connect.gif

Then open the Currency Exchange Rates tool:

currencies.gif

First you need to download all your CRM Currencies clicking in "Get current CRM Currencies" button:

currencies2.gif

in the first grid you can see your CRM currencies, with the CRM rate and the new rate in diferent columns.

If you click in "Update all CRM Rates" button, it just update the CRM rates with the actual rates retrieved from the ponline web service (http://www.webservicex.net/ws/WSDetails.aspx?CATID=2&WSID=10)

If you click in the last button, it loads all the other currencies, and rates and it shows in the second grid. From that grid you can select and add new Currencies to your CRM org.

Last edited Dec 25, 2013 at 7:02 PM by demian_rasko, version 2