Tip #1063: Do not touch currency system views

Protected area

This tip comes from Guillaume Domont. (And you can get your names into the Dynamics 365 History Book™ too by sending your tip to jar@crmtipoftheday.com. Guest Microphone I found a quite interesting bug in my last project. As the CRM/Dynamics 365 is used worldwide, we had to handle the currency changes. The standard currency lookup […]

Tip #486: Don’t hard code currency in workflows

Bad currency workflow

If you have a workflow dealing with the entities that include money fields, avoid setting explicit currency. Instead, try to infer the currency from the related records. For mere mortals, it’s just a bad practice, for ISVs, it’s definitely a case of spießrutenlaufen. Why? Because if you activate your workflow and add it to a […]