Ottobre 27, 2020

Le currency in CRM 2015

Quando viene creata un’organizzazione in CRM è necessario settare una base currency.

E’ molto importante scegliere con accuratezza questa currency in quanto tutte le transazioni verranno poi convertite in questa valuta base per avere dei risultati ovviamente confrontabili.

Per aggiungere ulteriori currency è sufficiente seguire i seguenti link Settings → Business Management → Currencies

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Come si può notare dall’immagine per ogni currency è possibile definire un tasso di cambio rispetto alla valuta base, questo tasso di cambio deve essere aggiornato manualmente.

Ogni utente ha la possibilità di definire la propria default currency che verrà proposta per ogni transazione inserita in CRM

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Sarà comunque possibile in ogni momento fare l’override di tale currency per ogni singola transazione

Le pipeline di vendita e qualsiasi altro grafico aggregato verrà visualizzato nella base currency

About The Author

Founder & CEO of Logol AG www.logol.com Microsoft MVP Business Solutions Active member of Scrum Alliance with the certifications CSM and CSP I got Microsoft MCP, MCPD, MCTS certifications as well.Logol, pioneering specialist in the field of cloud-enabled digital transformation, is the first operator specifically created to implement modular programs designed to unleash breakthrough innovation and rationalize business processes. Founded and directed by an award-winning expert tapping directly into the vision of leading IT companies and spearheading forward-thinking digitalization projects, Logol addresses the needs of enterprises in all sectors as they embrace new technologies and organizational change in the era big data and artificial intelligence. Logol helps organizations leverage the power of the most advanced cloud technologies, offering end-to-end consultancy for total digital transformation and business process automation, employing agile methodologies and change management techniques for smooth transitions towards new business paradigms. Digital transformation programs are a milestone in a company’s business evolution and can be the basis of their success. Accompanying clients as they transform their business processes, Logol assists them in rethinking not only the scope of their technologies, but also the strategy, mindset and company culture that make digital transformation viable and effective. As digital transformation programs are successful only if approached with the highest professional competence, Logol selects and employs brilliant professionals who demonstrate outstanding technical expertise in the most advanced information technologies, in depth strategic knowledge of business processes and innovation, and refined soft skills to better support people and organizations facing change. Logol is headquartered in Switzerland and addresses the needs of both public and private sector players by promoting a comprehensive and proactive approach to digital transformation as a necessary step for inclusion and competitiveness in today’s digital economy.

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