Add or remove a currency

Can I do this task?

1. In the Navigation Pane, click Settings, click Business Management, and then click Currencies.
2. On the Actions toolbar, click New.
3. Click the Lookup button next to the Currency Code box, and then select the name of the currency that you want to add.

   Microsoft Dynamics CRM Online automatically fills in the Currency Name and Currency Symbol boxes based on the currency you selected.

4. If you want to change the default name of the currency you selected, in the Currency Name box, type the name of the currency.
5. If you want to change the default symbol for the currency you selected, in the Currency Symbol box, type or paste the symbol that represents the currency, such as $ (dollar) or ? (euro).
6. In the Exchange Rate box, type the rate of exchange between your base currency The primary or default currency in which your organization conducts business. Any transactions in other currencies are automatically converted to the base currency in the Microsoft Dynamics CRM Online database, using the exchange rate defined in the record for that currency. and the new currency you are adding.
7. Click Save or Save and Close.

Tip

Important

The base currency cannot be deleted.

Note

Currencies that are in use by other records cannot be deleted. Instead, currencies that are in use can be deactivated.

Deactivating currency records does not remove the currency information stored in existing records, such as opportunities or orders. Any transactions that were recorded in a deactivated currency retain the original currency information, but users will no longer be able to select the deleted currency for new transactions.