See the original post from Sabih Ahmed Khan
In Dynamics 365, exchange rates are not always recalculated automatically:
🔹 When Exchange Rate IS Applied
- At the moment a record with currency fields is created.
- When a money column in the record is updated.
- When the state of the record changes (e.g., draft → submitted).
🔹 When Exchange Rate is NOT Applied
- Simply changing a non-money field (like quantity) doesn’t trigger recalculation.
- Viewing a record later still shows values based on the exchange rate at the time it was last assigned, not the latest rate.
- Currency updates in the system don’t retroactively update existing records.
💡 Takeaway: Exchange rates are point-in-time values unless the record’s money fields or state are updated.
If you want to properly manage exchange rate values, see my previous blog post Update currency Exchange Rate in Dataverse... simplified! 😊
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