Extending the functionality and usability of Microsoft CRM - PowerPoint PPT Presentation

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Extending the functionality and usability of Microsoft CRM

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c360 Multi-Currency Management is a Microsoft CRM ... Dynamic Currency Rate conversion: Currency rate conversions can be made on a. field level basis. ... – PowerPoint PPT presentation

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Title: Extending the functionality and usability of Microsoft CRM


1
c360 Multi Currency Management Screen
Presentation
2
What is Multi Currency Management?
  • c360 Multi-Currency Management is a Microsoft CRM
    enhancement for handling different scenarios of
    multi-currency requirements within CRM.
    Organizations will be able to manage different
    multi-currency scenarios such asMulti-currency
    Price lists Organizations can maintain a full
    price list according to CRM logic while defining
    price lists in different currencies for the same
    products. The currency symbol will then be
    determined in the price list level and will
    automatically propagate into the
    opportunity/quote/order/invoice calculations
  • Dynamic Currency Rate conversion Currency rate
    conversions can be made on afield level basis.
    Exchange rates can be inserted manually or
    programmatically

3
Multi Currency Management in Action
Enter/Manage Currency information and manage
Exchange Rates
4
Multi Currency Management in Action
Set Price List Currency
5
Multi Currency Management in Action
Quote/Order/Invoice will inherit Currency
information from Price List
6
Contact Information
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