What are the different data types in CRM?
7 Useful Data Field Types in Dynamics CRM
- Data Type: Customer.
- Data Type: Single Line of Text.
- Data Type: Whole Number.
- Data Type: Date and Time.
- Data Type: Optionset.
- Data Type: Image.
- Data Types: Floating Point and Decimal.
How do I change currency in CRM?
You can reset the default currency. All you have to do is go back to 365 Admin page, select the instance and hit reset. Leave every other settings as it and change default currency to EUR.
What is currency precision in CRM?
Currency precision This option allows you to enable and set decimal precision to individual currencies. To define this setting, go to Settings > Business Management > Currencies. Open the currency record and define the precision for currency. More information: Manage transactions with multiple currencies.
What are fields in CRM?
CRM Fields can be defined as an individual data point within a record where each entity is made up of records and each record is made up of fields. For example, where you have account records made up of phone numbers, contact addresses, email, etc. these attributes are referred to as fields on the account record.
What is customer data type in Dynamics 365?
A new Data Type called as “Customer“is introduced in Dynamics 365 to have a lookup to either Account or Contact entity. In order to add a Customer type field, modify an existing form or create a new one, and add a new field.
How do you change currency in dynamics?
Add a currency
- Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.
- In the Power Platform admin center, select an environment.
- Select Settings > Business.
- Select Currencies.
- Select New.
- Fill in the information, as required.
What is DCC markup fee?
When the conversion is done by a credit or debit card payment processor, i.e., Visa, MasterCard, or an ATM network, the fee is usually 1% of the amount of the transaction. This charge is often added to the processor’s foreign transaction fee, raising the total to between 2% and 3%.
What should be in CRM?
Unified view of customers This is the heart of a CRM and why a business should invest in CRM software. A unified view of your customer means the CRM database serves as the repository for all customer data in your company. Every CRM houses basic contact information for each customer.
What are the different types of fields in a database?
Here are some common database field types, which are called different names in accordance with the specific database design:
- Text, Alphanumeric, Character, String.
- Byte.
- Short, Integer.
- Long, Integer.
- Single, Real.
- Double, Float.
- Counter.
- DateTime, TimeStamp.
Which is the base currency for Dynamics 365?
The currency lookup has been set to Canadian, the base is in US (read only) and you see the exchange rate (read only). Agreement in Canadian, converted US is the base. Paul Cannon is paid in Euros. Dyn365 is still base currency of US. The currency lookup has been set to Euros, the base is in US (read only) and she the exchange rate (read only).
How does the exchange rate work in CRM?
This is a very handy feature when dealing with multiple international currencies as it lets users get an idea of how much the transaction is worth in both currencies at a glance. However, that exchange rate is set when a user initially adds the Currency record to CRM and must be updated manually.
Which is the base currency or the counter currency?
Currencies are listed in pairs on the forex market. This combination is called a currency pair. The first currency is called the base or transaction currency while the second one is the counter or quote currency.
Where does the counter currency go in a currency pair?
The counter currency is listed after the base currency in the pair when currency traders examine ISO currency codes. A counter currency is the second or reference currency in a currency pair. The counter currency follows the base currency in ISO currency code pairs.