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Set up currencies and exchange rates (Project Service)

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Important

Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.

Applies to Project Service app versions 2.x and 1.x

In order to create quotes and invoice your customers in Project Service, you need to set up the currencies and exchange rates for the areas in which you do business.

  1. Go to Settings > Business Management.

  2. Click Currencies.

  3. Click New.

  4. Select the three-letter ISO Code of the currency to set up and set the exchange rate with the base currency.

See Also

Configure Project Service