Multiple Currency Solution CRM 1.2 / 3.0

Does somenone have the solutions for using multiple currency in MS CRM 1.2 /
3.0 ?

kimartin
Tue Dec 06 11:56:40 CST 2005


Martine wrote:
> Does somenone have the solutions for using multiple currency in MS CRM 1.2 /
> 3.0 ?

kimartin
Tue Dec 06 11:58:56 CST 2005

K3 have developed a multi currency option for Microsoft CRM. The add
on
component allows the user to define a base currency and then create an
unlimited number of foreign currencies with default exchange rates.
Default
currency codes are then added to Contacts, Accounts, Opportunities and
Quotation objects. The add-on also supports multi-currency price and
discount lists, checking that the correct currency price list is chosen
for
the account. We have also added functionality to copy price lists and
bulk %
price updates too.


If anyone is interested in more details, please let me know and I can
send
you a powerpoint presentation.
--
Tony Brookes
K3 Business Technology Group Plc
United Kingdom
www.k3btg.com

Regards,

Kevin Martin

BarryMavin
Wed Dec 07 22:32:02 CST 2005

Hi Tony,

I am interested. Please email to Barry_Mavin@msn.com

Does this work on 1.2 as well as 3.0?
Thanks.

"kimartin@reesmanley.com" wrote:

> K3 have developed a multi currency option for Microsoft CRM. The add
> on
> component allows the user to define a base currency and then create an
> unlimited number of foreign currencies with default exchange rates.
> Default
> currency codes are then added to Contacts, Accounts, Opportunities and
> Quotation objects. The add-on also supports multi-currency price and
> discount lists, checking that the correct currency price list is chosen
> for
> the account. We have also added functionality to copy price lists and
> bulk %
> price updates too.
>
>
> If anyone is interested in more details, please let me know and I can
> send
> you a powerpoint presentation.
> --
> Tony Brookes
> K3 Business Technology Group Plc
> United Kingdom
> www.k3btg.com
>
> Regards,
>
> Kevin Martin
>
>

Martine
Thu Dec 08 03:11:01 CST 2005

Hi,
You've got my attention, i would like to see more.
You can send the presentation to: martine.dubling@future-works.nl

Thnx!

"Barry Mavin" wrote:

> Hi Tony,
>
> I am interested. Please email to Barry_Mavin@msn.com
>
> Does this work on 1.2 as well as 3.0?
> Thanks.
>
> "kimartin@reesmanley.com" wrote:
>
> > K3 have developed a multi currency option for Microsoft CRM. The add
> > on
> > component allows the user to define a base currency and then create an
> > unlimited number of foreign currencies with default exchange rates.
> > Default
> > currency codes are then added to Contacts, Accounts, Opportunities and
> > Quotation objects. The add-on also supports multi-currency price and
> > discount lists, checking that the correct currency price list is chosen
> > for
> > the account. We have also added functionality to copy price lists and
> > bulk %
> > price updates too.
> >
> >
> > If anyone is interested in more details, please let me know and I can
> > send
> > you a powerpoint presentation.
> > --
> > Tony Brookes
> > K3 Business Technology Group Plc
> > United Kingdom
> > www.k3btg.com
> >
> > Regards,
> >
> > Kevin Martin
> >
> >

IsaFM
Thu Dec 08 03:40:38 CST 2005

Yes me too, please can you send me too: isabelle.miquet@laposte.net

Thanks Kevin.

Jeff
Thu Dec 08 09:38:12 CST 2005

Our product configurator handles multi-currency and VAT calculations in
MS CRM opportunities, quotes & orders as well as ensures accuracy with
a robust rules engine. Our certified add-in is used by dozens of CRM
users and is available for 3.0. Please let me know if you'd like to
receive more information.

Thanks,

Jeff Holway
805-504-9729 x707
www.experlogix.com

Martine
Fri Dec 09 07:03:02 CST 2005

Hi Jeff,

I would like to recieve more information. You can contact me on:
martine.dubling@future-works.nl

"Jeff" wrote:

> Our product configurator handles multi-currency and VAT calculations in
> MS CRM opportunities, quotes & orders as well as ensures accuracy with
> a robust rules engine. Our certified add-in is used by dozens of CRM
> users and is available for 3.0. Please let me know if you'd like to
> receive more information.
>
> Thanks,
>
> Jeff Holway
> 805-504-9729 x707
> www.experlogix.com
>
>

Jij
Tue Jan 03 07:02:05 CST 2006

Hi,
Please do send me a presentation at jijeeshkr@gmail.com

thank you
Jij

"Martine" wrote:

> Hi,
> You've got my attention, i would like to see more.
> You can send the presentation to: martine.dubling@future-works.nl
>
> Thnx!
>
> "Barry Mavin" wrote:
>
> > Hi Tony,
> >
> > I am interested. Please email to Barry_Mavin@msn.com
> >
> > Does this work on 1.2 as well as 3.0?
> > Thanks.
> >
> > "kimartin@reesmanley.com" wrote:
> >
> > > K3 have developed a multi currency option for Microsoft CRM. The add
> > > on
> > > component allows the user to define a base currency and then create an
> > > unlimited number of foreign currencies with default exchange rates.
> > > Default
> > > currency codes are then added to Contacts, Accounts, Opportunities and
> > > Quotation objects. The add-on also supports multi-currency price and
> > > discount lists, checking that the correct currency price list is chosen
> > > for
> > > the account. We have also added functionality to copy price lists and
> > > bulk %
> > > price updates too.
> > >
> > >
> > > If anyone is interested in more details, please let me know and I can
> > > send
> > > you a powerpoint presentation.
> > > --
> > > Tony Brookes
> > > K3 Business Technology Group Plc
> > > United Kingdom
> > > www.k3btg.com
> > >
> > > Regards,
> > >
> > > Kevin Martin
> > >
> > >

Jij
Tue Jan 03 07:03:02 CST 2006

Hi Jeff,
please do send me some info at jijeeshkr@gmail.com

thank you
Jij

"Jeff" wrote:

> Our product configurator handles multi-currency and VAT calculations in
> MS CRM opportunities, quotes & orders as well as ensures accuracy with
> a robust rules engine. Our certified add-in is used by dozens of CRM
> users and is available for 3.0. Please let me know if you'd like to
> receive more information.
>
> Thanks,
>
> Jeff Holway
> 805-504-9729 x707
> www.experlogix.com
>
>

goldenshine
Mon Jan 16 04:12:02 CST 2006

Hi Dear Sirs
Please send me some info: kin_joyce@yahoo.com
Thanks

"Jij" wrote:

> Hi Jeff,
> please do send me some info at jijeeshkr@gmail.com
>
> thank you
> Jij
>
> "Jeff" wrote:
>
> > Our product configurator handles multi-currency and VAT calculations in
> > MS CRM opportunities, quotes & orders as well as ensures accuracy with
> > a robust rules engine. Our certified add-in is used by dozens of CRM
> > users and is available for 3.0. Please let me know if you'd like to
> > receive more information.
> >
> > Thanks,
> >
> > Jeff Holway
> > 805-504-9729 x707
> > www.experlogix.com
> >
> >

Ansley
Fri Feb 03 05:32:02 CST 2006

Can someone confirm for me if the Multiple Currency add-on is only good for
CRM 3.0. Also, anyone who has recieved the PP presentation, please forward
to acliff@bellsouth.net. Thanks, Ansley

"goldenshine" wrote:

> Hi Dear Sirs
> Please send me some info: kin_joyce@yahoo.com
> Thanks
>
> "Jij" wrote:
>
> > Hi Jeff,
> > please do send me some info at jijeeshkr@gmail.com
> >
> > thank you
> > Jij
> >
> > "Jeff" wrote:
> >
> > > Our product configurator handles multi-currency and VAT calculations in
> > > MS CRM opportunities, quotes & orders as well as ensures accuracy with
> > > a robust rules engine. Our certified add-in is used by dozens of CRM
> > > users and is available for 3.0. Please let me know if you'd like to
> > > receive more information.
> > >
> > > Thanks,
> > >
> > > Jeff Holway
> > > 805-504-9729 x707
> > > www.experlogix.com
> > >
> > >

Gaelle
Wed Feb 22 16:56:29 CST 2006

Hi Kevin,
Pls send me the ppt presentation to gaelle@lucksontoys.com
Thanks a lot
Gaelle

"kimartin@reesmanley.com" wrote:

> K3 have developed a multi currency option for Microsoft CRM. The add
> on
> component allows the user to define a base currency and then create an
> unlimited number of foreign currencies with default exchange rates.
> Default
> currency codes are then added to Contacts, Accounts, Opportunities and
> Quotation objects. The add-on also supports multi-currency price and
> discount lists, checking that the correct currency price list is chosen
> for
> the account. We have also added functionality to copy price lists and
> bulk %
> price updates too.
>
>
> If anyone is interested in more details, please let me know and I can
> send
> you a powerpoint presentation.
> --
> Tony Brookes
> K3 Business Technology Group Plc
> United Kingdom
> www.k3btg.com
>
> Regards,
>
> Kevin Martin
>
>

Vinay
Mon Mar 06 04:51:10 CST 2006

Dear Sir,

I would like to recive the said presentation. My email id is
vinayric@yahoo.com

Vinay


"kimartin@reesmanley.com" wrote:

> K3 have developed a multi currency option for Microsoft CRM. The add
> on
> component allows the user to define a base currency and then create an
> unlimited number of foreign currencies with default exchange rates.
> Default
> currency codes are then added to Contacts, Accounts, Opportunities and
> Quotation objects. The add-on also supports multi-currency price and
> discount lists, checking that the correct currency price list is chosen
> for
> the account. We have also added functionality to copy price lists and
> bulk %
> price updates too.
>
>
> If anyone is interested in more details, please let me know and I can
> send
> you a powerpoint presentation.
> --
> Tony Brookes
> K3 Business Technology Group Plc
> United Kingdom
> www.k3btg.com
>
> Regards,
>
> Kevin Martin
>
>

Arnaud
Wed Mar 15 07:36:11 CST 2006

Hi, im interested by this addons.
Please contact me at : a.ersant@cpi.fr
Arnaud (France)

"Ansley" wrote:

> Can someone confirm for me if the Multiple Currency add-on is only good for
> CRM 3.0. Also, anyone who has recieved the PP presentation, please forward
> to acliff@bellsouth.net. Thanks, Ansley
>
> "goldenshine" wrote:
>
> > Hi Dear Sirs
> > Please send me some info: kin_joyce@yahoo.com
> > Thanks
> >
> > "Jij" wrote:
> >
> > > Hi Jeff,
> > > please do send me some info at jijeeshkr@gmail.com
> > >
> > > thank you
> > > Jij
> > >
> > > "Jeff" wrote:
> > >
> > > > Our product configurator handles multi-currency and VAT calculations in
> > > > MS CRM opportunities, quotes & orders as well as ensures accuracy with
> > > > a robust rules engine. Our certified add-in is used by dozens of CRM
> > > > users and is available for 3.0. Please let me know if you'd like to
> > > > receive more information.
> > > >
> > > > Thanks,
> > > >
> > > > Jeff Holway
> > > > 805-504-9729 x707
> > > > www.experlogix.com
> > > >
> > > >

AndreaCampelo
Wed Mar 22 06:37:36 CST 2006

I woul like to receive a PPT and a trial, if it's available.
--
Andrea Campelo - andrea@tecnoativa.com.br
TECNOATIVA


"kimartin@reesmanley.com" wrote:

> K3 have developed a multi currency option for Microsoft CRM. The add
> on
> component allows the user to define a base currency and then create an
> unlimited number of foreign currencies with default exchange rates.
> Default
> currency codes are then added to Contacts, Accounts, Opportunities and
> Quotation objects. The add-on also supports multi-currency price and
> discount lists, checking that the correct currency price list is chosen
> for
> the account. We have also added functionality to copy price lists and
> bulk %
> price updates too.
>
>
> If anyone is interested in more details, please let me know and I can
> send
> you a powerpoint presentation.
> --
> Tony Brookes
> K3 Business Technology Group Plc
> United Kingdom
> www.k3btg.com
>
> Regards,
>
> Kevin Martin
>
>

Eddie
Thu Mar 23 05:45:28 CST 2006

Hi Jeff,

Please send me more information about your product to email
"eddie@medatech.com".

Thanks,
Eddie

"Jeff" wrote:

> Our product configurator handles multi-currency and VAT calculations in
> MS CRM opportunities, quotes & orders as well as ensures accuracy with
> a robust rules engine. Our certified add-in is used by dozens of CRM
> users and is available for 3.0. Please let me know if you'd like to
> receive more information.
>
> Thanks,
>
> Jeff Holway
> 805-504-9729 x707
> www.experlogix.com
>
>

Eddie
Thu Mar 23 05:46:34 CST 2006

Hi Tony,

I am interested. Please email to eddie@medatech.com.
Thanks,
Eddie



"kimartin@reesmanley.com" wrote:

> K3 have developed a multi currency option for Microsoft CRM. The add
> on
> component allows the user to define a base currency and then create an
> unlimited number of foreign currencies with default exchange rates.
> Default
> currency codes are then added to Contacts, Accounts, Opportunities and
> Quotation objects. The add-on also supports multi-currency price and
> discount lists, checking that the correct currency price list is chosen
> for
> the account. We have also added functionality to copy price lists and
> bulk %
> price updates too.
>
>
> If anyone is interested in more details, please let me know and I can
> send
> you a powerpoint presentation.
> --
> Tony Brookes
> K3 Business Technology Group Plc
> United Kingdom
> www.k3btg.com
>
> Regards,
>
> Kevin Martin
>
>

Eugene
Thu May 25 21:33:01 CDT 2006

Does anybody has solution for using multi-currency on different level of
organization (for business units)?
Let say I have multinational corporation and each business unit should their
currency, but then consolidated reports should be in the currency of the
parent BU.

Can those add-ons from K3 and CRMExtensions handle multicurrency for
pricelists, quotes, accounts and for the reports and BU levels as well? If
this is true - I'll buy one for sure!

Who knows about MSFT plans on multi-currency? Any coming updates? Or usual -
third party will handle...

Thanks!
Eugene

Dave
Fri May 26 10:54:03 CDT 2006

Looks like there are several options, in this string... One of my
clients uses Experlogix to create Quotes in Euros as well as USD. They
actually have the dollar amounts in both currencies on Oppy, Quote,
Order... Experlogix translates whatever one they selected to the
other, so we always have both. Reports are then based on USD, without
the sales reps having to do anything exxtra. HTH,

Dave
-------------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
http://www.vscrm.com
971-327-6944



**New** See a 23-minute recorded webinar detailing all VAST CRM
auditing features. http://www.vscrm.com/webinar.htm

Malcolm
Mon Jun 05 06:52:01 CDT 2006

Eugene

Just to confirm that K3 set a currency for the base installation and each
account and contact can have their own currency. This does not come down to
Business Unit. We do have multi currency price lists, quotes etc and the
reports are modified to sho base and trading values. We are not aware that
Microsoft will add this functionality in Titan.

Regards

Malcolm

"Eugene" wrote:

> Does anybody has solution for using multi-currency on different level of
> organization (for business units)?
> Let say I have multinational corporation and each business unit should their
> currency, but then consolidated reports should be in the currency of the
> parent BU.
>
> Can those add-ons from K3 and CRMExtensions handle multicurrency for
> pricelists, quotes, accounts and for the reports and BU levels as well? If
> this is true - I'll buy one for sure!
>
> Who knows about MSFT plans on multi-currency? Any coming updates? Or usual -
> third party will handle...
>
> Thanks!
> Eugene

McKenzie
Thu Jul 06 15:50:02 CDT 2006

Hi Jeff, can you please send me some information on this as well?
mckenzies@ascentium.com
Thanks!

"Jeff" wrote:

> Our product configurator handles multi-currency and VAT calculations in
> MS CRM opportunities, quotes & orders as well as ensures accuracy with
> a robust rules engine. Our certified add-in is used by dozens of CRM
> users and is available for 3.0. Please let me know if you'd like to
> receive more information.
>
> Thanks,
>
> Jeff Holway
> 805-504-9729 x707
> www.experlogix.com
>
>

WJN
Wed Aug 02 09:46:01 CDT 2006

Malcolm,

We use for 98% EURO for Offers & Order confirmation, for the rest Customers
want to have there native currency. But all of the Invoices have to be in
native currency, with the Exchange Rate of the date of the invoice on it.

Also there are (minimal) 2 Exchange Rate's per currency (that's 1 national
and several bank exchange rate's. Also exchange rate's depends on the total
amount of the invoice. Seems strange, but that's the way it works around
here.)

Does K3 support this also?

Wbr.,


Wolfgang.



"Malcolm at K3" wrote:

> Eugene
>
> Just to confirm that K3 set a currency for the base installation and each
> account and contact can have their own currency. This does not come down to
> Business Unit. We do have multi currency price lists, quotes etc and the
> reports are modified to sho base and trading values. We are not aware that
> Microsoft will add this functionality in Titan.
>
> Regards
>
> Malcolm
>
> "Eugene" wrote:
>
> > Does anybody has solution for using multi-currency on different level of
> > organization (for business units)?
> > Let say I have multinational corporation and each business unit should their
> > currency, but then consolidated reports should be in the currency of the
> > parent BU.
> >
> > Can those add-ons from K3 and CRMExtensions handle multicurrency for
> > pricelists, quotes, accounts and for the reports and BU levels as well? If
> > this is true - I'll buy one for sure!
> >
> > Who knows about MSFT plans on multi-currency? Any coming updates? Or usual -
> > third party will handle...
> >
> > Thanks!
> > Eugene

MalcolmatK3
Mon Aug 07 04:01:02 CDT 2006

Wolfgang

I think we could cope OK with the invoices in native currency as that is
only form design. You could have more than one current exchange rate but
that would involve setting up the currency in a slightly different format a
number of times.
I doubt however if there is a way of selecting exchange rate on the value of
the invoice.

"WJN" wrote:

> Malcolm,
>
> We use for 98% EURO for Offers & Order confirmation, for the rest Customers
> want to have there native currency. But all of the Invoices have to be in
> native currency, with the Exchange Rate of the date of the invoice on it.
>
> Also there are (minimal) 2 Exchange Rate's per currency (that's 1 national
> and several bank exchange rate's. Also exchange rate's depends on the total
> amount of the invoice. Seems strange, but that's the way it works around
> here.)
>
> Does K3 support this also?
>
> Wbr.,
>
>
> Wolfgang.
>
>
>
> "Malcolm at K3" wrote:
>
> > Eugene
> >
> > Just to confirm that K3 set a currency for the base installation and each
> > account and contact can have their own currency. This does not come down to
> > Business Unit. We do have multi currency price lists, quotes etc and the
> > reports are modified to sho base and trading values. We are not aware that
> > Microsoft will add this functionality in Titan.
> >
> > Regards
> >
> > Malcolm
> >
> > "Eugene" wrote:
> >
> > > Does anybody has solution for using multi-currency on different level of
> > > organization (for business units)?
> > > Let say I have multinational corporation and each business unit should their
> > > currency, but then consolidated reports should be in the currency of the
> > > parent BU.
> > >
> > > Can those add-ons from K3 and CRMExtensions handle multicurrency for
> > > pricelists, quotes, accounts and for the reports and BU levels as well? If
> > > this is true - I'll buy one for sure!
> > >
> > > Who knows about MSFT plans on multi-currency? Any coming updates? Or usual -
> > > third party will handle...
> > >
> > > Thanks!
> > > Eugene

RichardJin
Tue Aug 15 03:10:02 CDT 2006

Hi:
Please do send me a presentation at richard_jy@tom.com
Thank you very much!
--
Richard

RussellTewkesbury
Fri Sep 15 07:21:02 CDT 2006

We operate in Sterling and have set-up our company as a Business Unit in CRM
V3. Someo fo our customers & suppliers need us to deal in Euros or USdollars.
On an invoice when does the exchange rate get locked? is it when the invoice
status is changed from Pending to "cut" for example.

I am interested in finding out more about your solutions

"Malcolm at K3" wrote:

> Wolfgang
>
> I think we could cope OK with the invoices in native currency as that is
> only form design. You could have more than one current exchange rate but
> that would involve setting up the currency in a slightly different format a
> number of times.
> I doubt however if there is a way of selecting exchange rate on the value of
> the invoice.
>
> "WJN" wrote:
>
> > Malcolm,
> >
> > We use for 98% EURO for Offers & Order confirmation, for the rest Customers
> > want to have there native currency. But all of the Invoices have to be in
> > native currency, with the Exchange Rate of the date of the invoice on it.
> >
> > Also there are (minimal) 2 Exchange Rate's per currency (that's 1 national
> > and several bank exchange rate's. Also exchange rate's depends on the total
> > amount of the invoice. Seems strange, but that's the way it works around
> > here.)
> >
> > Does K3 support this also?
> >
> > Wbr.,
> >
> >
> > Wolfgang.
> >
> >
> >
> > "Malcolm at K3" wrote:
> >
> > > Eugene
> > >
> > > Just to confirm that K3 set a currency for the base installation and each
> > > account and contact can have their own currency. This does not come down to
> > > Business Unit. We do have multi currency price lists, quotes etc and the
> > > reports are modified to sho base and trading values. We are not aware that
> > > Microsoft will add this functionality in Titan.
> > >
> > > Regards
> > >
> > > Malcolm
> > >
> > > "Eugene" wrote:
> > >
> > > > Does anybody has solution for using multi-currency on different level of
> > > > organization (for business units)?
> > > > Let say I have multinational corporation and each business unit should their
> > > > currency, but then consolidated reports should be in the currency of the
> > > > parent BU.
> > > >
> > > > Can those add-ons from K3 and CRMExtensions handle multicurrency for
> > > > pricelists, quotes, accounts and for the reports and BU levels as well? If
> > > > this is true - I'll buy one for sure!
> > > >
> > > > Who knows about MSFT plans on multi-currency? Any coming updates? Or usual -
> > > > third party will handle...
> > > >
> > > > Thanks!
> > > > Eugene

shareaburger
Sat Sep 16 09:55:44 CDT 2006

Hi,

I would like to see the presentation and the steps to implement this
solution . Our clients are looking for something similar.

my email address in mohitjairath@gmail.com.

thanks and regards,
mohit


Russell Tewkesbury wrote:
> We operate in Sterling and have set-up our company as a Business Unit in CRM
> V3. Someo fo our customers & suppliers need us to deal in Euros or USdollars.
> On an invoice when does the exchange rate get locked? is it when the invoice
> status is changed from Pending to "cut" for example.
>
> I am interested in finding out more about your solutions
>
> "Malcolm at K3" wrote:
>
> > Wolfgang
> >
> > I think we could cope OK with the invoices in native currency as that is
> > only form design. You could have more than one current exchange rate but
> > that would involve setting up the currency in a slightly different format a
> > number of times.
> > I doubt however if there is a way of selecting exchange rate on the value of
> > the invoice.
> >
> > "WJN" wrote:
> >
> > > Malcolm,
> > >
> > > We use for 98% EURO for Offers & Order confirmation, for the rest Customers
> > > want to have there native currency. But all of the Invoices have to be in
> > > native currency, with the Exchange Rate of the date of the invoice on it.
> > >
> > > Also there are (minimal) 2 Exchange Rate's per currency (that's 1 national
> > > and several bank exchange rate's. Also exchange rate's depends on the total
> > > amount of the invoice. Seems strange, but that's the way it works around
> > > here.)
> > >
> > > Does K3 support this also?
> > >
> > > Wbr.,
> > >
> > >
> > > Wolfgang.
> > >
> > >
> > >
> > > "Malcolm at K3" wrote:
> > >
> > > > Eugene
> > > >
> > > > Just to confirm that K3 set a currency for the base installation and each
> > > > account and contact can have their own currency. This does not come down to
> > > > Business Unit. We do have multi currency price lists, quotes etc and the
> > > > reports are modified to sho base and trading values. We are not aware that
> > > > Microsoft will add this functionality in Titan.
> > > >
> > > > Regards
> > > >
> > > > Malcolm
> > > >
> > > > "Eugene" wrote:
> > > >
> > > > > Does anybody has solution for using multi-currency on different level of
> > > > > organization (for business units)?
> > > > > Let say I have multinational corporation and each business unit should their
> > > > > currency, but then consolidated reports should be in the currency of the
> > > > > parent BU.
> > > > >
> > > > > Can those add-ons from K3 and CRMExtensions handle multicurrency for
> > > > > pricelists, quotes, accounts and for the reports and BU levels as well? If
> > > > > this is true - I'll buy one for sure!
> > > > >
> > > > > Who knows about MSFT plans on multi-currency? Any coming updates? Or usual -
> > > > > third party will handle...
> > > > >
> > > > > Thanks!
> > > > > Eugene