💡Workaround: Change the OOB "Exchange Rate" of a record

#changExchangeRate, #powerPlatform, #dataverse

Hi, my friends, The client asked me how to change the Exchange Rate of the record in Dataverse. You know that the column Exchange Rate is unable to edit. And, the Exchange rate field will be populated when you choose the transaction currency for the record (as sample below).

Using API to update Base Currency

This solution from Temmy Wahyu Raharjo.

First of all, I would like to thank Temmy's support and for giving me a great solution to update the Exchange rate - Dataverse: Create an API to update Base Currency.

The next day, the client wants to update the actual exchange rate for each record without updating the Exchange Rate in the table Currency. It means they want to update the transaction currency exchange rate on the record.

Workaround with Business Rule

For instance, I will try to update the Exchange Rate (OOB) and recalculate the field Est. Amount (Base) for the entity Deal.

My workaround solution:

Create a custom field: Exchange Rate - Trans with the same configuration as the OOB field "Exchange Rate". The user will input the actual exchange rate value into this field then the system will trigger an update to the OOB field "Exchange Rate" and recalculate the field "Est. Amount (Base)".
Then use the Business Rule to update the OOB field "Exchange Rate" and recalculate the field "Est. Amount (Base)".
In my Business Rule, I use 2 actions "Set field value":
- Set field value: Exchange Rate (OOB) = Field(Exchange Rate - Trans)
- Set field value: Est. Amount (Base) = Formula(Est. Amount / Exchange Rate (OOB))

The "Exchange Rate (OOB)" field cannot be updated through Workflow or Power Automate due to system restrictions. To bypass this limitation, we utilize a Business Rule.

By default, updating the "Exchange Rate (OOB)" field does not trigger an automatic recalculation of the "Amount (Base)" field. To ensure the field is updated, I use the "Recalculate Est. Amount (Base)" action to update

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Last updated 8 months ago

Using API to update Base Currency

First of all, I would like to thank Temmy's support and for giving me a great solution to update the Exchange rate - Dataverse: Create an API to update Base Currency.

Workaround with Business Rule

For instance, I will try to update the Exchange Rate (OOB) and recalculate the field Est. Amount (Base) for the entity Deal.

My workaround solution:

Create a custom field: Exchange Rate - Trans with the same configuration as the OOB field "Exchange Rate". The user will input the actual exchange rate value into this field then the system will trigger an update to the OOB field "Exchange Rate" and recalculate the field "Est. Amount (Base)".

Then use the Business Rule to update the OOB field "Exchange Rate" and recalculate the field "Est. Amount (Base)".

In my Business Rule, I use 2 actions "Set field value":

Set field value: Exchange Rate (OOB) = Field(Exchange Rate - Trans)
Set field value: Est. Amount (Base) = Formula(Est. Amount / Exchange Rate (OOB))

The "Exchange Rate (OOB)" field cannot be updated through Workflow or Power Automate due to system restrictions. To bypass this limitation, we utilize a Business Rule.