microsoft-crm-how-to-work-around-built-in-currencies-pricelists
If you don't want to use the built in MS currencies and pricelists you may still be annoyed at how they affect the symbols that appear on your forms...
One answer is to create a new currency called "Manual" with a symbol "=" (This isn't too confusing, e.g. Total Amount = 0.00 )
Additionally you'll have to create a default price list called Manual (so that pricelist and currency match!)
First find a pricelist (e.g. click on the highlighted blue on)
Then when it's open, hit ctrl+n to open it in a new window (to see it's address and GUID)
http://crm/COMPANYNAME/products/pricelevel/edit.aspx?id={F33FF1CB-57A5-DB11-8E90-000D6017CC68}#
Customize the Entity (e.g. Quote) and modify the Form -> Properties -> OnLoad javascript...
NOTE THAT the "typename" below corresponds to the path "pricelevel" above - this is not a coincidence!
//Define a default Price List if (!crmForm.all.pricelevelid.DataValue) { var lookupData = new Array(); var lookupItem= new Object();
// Default USD lookupItem.id = '{F33FF1CB-57A5-DB11-8E90-000D6017CC68}'; // lookupItem.typename = 'pricelevel'; // lookupItem.name = 'Default';
lookupItem.id = '{071533FD-34D4-DE11-A5BA-000D6017B904}';
lookupItem.typename = 'pricelevel';
lookupItem.name = 'Manual';
lookupData[0] = lookupItem;
crmForm.all.pricelevelid.DataValue = lookupData;
}
//Define a default Currency if (!crmForm.all.transactioncurrencyid.DataValue) { var lookupData = new Array(); var lookupItem= new Object();
lookupItem.id = '{DA4B2963-28D4-DE11-A5BA-000D6017B904}';
lookupItem.typename = 'currency';
lookupItem.name = 'Manual';
lookupData[0] = lookupItem;
crmForm.all.transactioncurrencyid.DataValue = lookupData;
}
UNDER personalize workplace you MAY have to set your USER's default currency to MANUAL as well...