Dynamics CRM 合作伙伴门户默认货币

Question

We are using Dynamics CRM v8.x. Our company is based in SA, therefore the base currency is ZAR. Partners sell our products is USD. When an Opportunity is created from the Partner Portal, the currency defaults to ZAR. I have added update permissions in the Entity Permission to update the currency, but this is still confusing as the Partner should only be allowed to sell in USD.

Answer 1

So I went for the Javascript option. On the "Create opportunity" entity view I added a field for currency. It is already on the form, but hidden. After adding the field, I added the Javascript to the "Create Opportunity" page:

$(document).ready(function(){
$("#transactioncurrencyid_name").attr("value","US Dollar");
$("#transactioncurrencyid").attr("value","fcad5419-1182-e911-a2cb-00155d000f0c");
$("#transactioncurrencyid_entityname").attr("value","transactioncurrency");
});

Should anyone ever need to change the default value of a lookup field in Entity Forms see this link: ADXStudio - Set values in Lookup fields of Entity Forms