Set up currencies and exchange rates in Dynamics 365 Business Central

Module
6 Units

Intermediate

Functional Consultant

Business User

Dynamics 365

Business Central

If you want to know how to start using foreign currencies in Business Central, follow along with this module, which explains how to create currencies and enter exchange rates.

Learning objectives

By the end of this module, you will be able to:

Understand the setup requirements for currencies and exchange rates when you are using multiple currencies.
Enter exchange rates for currencies manually.
Set up an exchange rate service.
Use exchange rate services and job queue entries to automatically update exchange rates.
Set up currencies for customers, vendors, and bank accounts.

Prerequisites

Basic understanding of how to navigate the Dynamics 365 Business Central application and of the chart of accounts.

Introduction - Set up currencies min
Enter currency exchange rates min
Set up and use exchange rate services min
Assign currencies to customers, vendors, and bank accounts min
Check your knowledge min
Summary min