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Power Platform Community / Blogs / Power Apps - Community Blog / Custom Currency Mapping in ...

Custom Currency Mapping in Dataverse: A Step-by-Step Guide

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ArchitectMadhan Profile Picture ArchitectMadhan 1,584
In Dataverse, currency fields are typically tied to the transactioncurrencyid field, which sets the default currency for all currency-type fields in a record. Unfortunately, there isn't a built-in way to directly map a specific currency-type field to follow a different currency lookup field like Provision Currency.
However, you can achieve the desired behavior using a combination of custom fields and workflows or Power Automate flows. Here's a high-level approach:

Steps to Implement Custom Currency Mapping
  1. Create Custom Fields:
    • Create a custom decimal field to store the Provision Amount in its original currency.
    • Create a custom decimal field to store the exchange rate between the Provision Currency and the default currency.
  2. Set Up Workflows or Power Automate Flows:
    • Create a workflow or Power Automate flow that triggers when the Provision Amount or Provision Currency fields are updated.
    • In the workflow or flow, calculate the Provision Amount in the default currency using the exchange rate and store it in the Provision Amount field.
  3. Calculate and Display the Converted Amount:
    • Use the exchange rate to convert the Provision Amount to the default currency.
    • Update the Provision Amount field with the converted value.
Example Workflow Logic
  1. Trigger: When Provision Amount or Provision Currency is updated.
  2. Actions:
    • Retrieve the exchange rate for the selected Provision Currency.
    • Calculate the converted amount: Converted Amount = Provision Amount * Exchange Rate.
    • Update the Provision Amount field with the converted amount.
Example Power Automate Flow
  1. Trigger: When a record is created or updated.
  2. Actions:
    • Get the Provision Currency and Provision Amount.
    • Retrieve the exchange rate for the Provision Currency.
    • Calculate the converted amount.
    • Update the Provision Amount field with the converted amount.
By following these steps, you can ensure that the Provision Amount field displays the value in the currency selected in the Provision Currency field, while still maintaining the default currency for other fields.

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