Changing base currency in Microsoft Dynamics CRM 2011

by Dmitry Kirsanov 18. November 2011 01:18

DynamicsCRM2011_logoAccording to Microsoft, you are not able to change your base currency in Microsoft Dynamics CRM 2011, the same as it wasn’t possible in version CRM 4.

However, that’s not true.

Imagine, that during the installation of Microsoft Dynamics CRM 2011 server, you’ve set your currency to EEK (Estonian Krona). However, then your country adopted Euro and there is no EEK anymore. According to Microsoft, you have to delete your organization and export it’s data to new one.

It is considered a big no-no to hack into the CRM database, yet in order to change the base currency you will have to do it. Here is how:

  1. Open Microsoft SQL Server Management Studio and connect to the SQL server hosting your CRM database.
  2. Find database with name [YourCompanyName]_MSCRM
  3. Backup that database!
  4. Open table [dbo].[TransactionCurrencyBase]
  5. The existing base currency is the first row. Ensure the target currency is there.
  6. Open table [dbo].[OrganizationBase] for edit. Find your organization there, most likely there will be just one row.
  7. Change CurrencySymbol, BaseISOCurrencyCode, BaseCurrencySymbol and BaseCurrencyId. The last field’s value you should take from TransactionCurrencyBase table, from the TransactionCurrencyId field.

That’s it. One thing you should bear in mind – if the conversion rate to base currency was used somewhere, the numbers may become incorrect. Like, if the sum was meant in base currency, but the base currency changed without recalculation.

And don’t forget to change the currency rates! Soon I am going to publish a small add-on for CRM 2011 which will refresh the currency rates in your Microsoft Dynamics CRM 2011 installation currency rates web service.

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