Troubleshoot Dynamics 365 (CRM) Error: A currency is required if a value exists in a money field. Select a currency and try again

Let’s discuss the tips given by a Microsoft Dynamics CRM Services team to solve “A currency is required if a value exists in a money field. Select a currency and try again”

The above error is common. Recently I got the above error when I am trying to set the amount field in the forms. The reason behind that I am setting Currency lookup using JavaScript in the form on load. Then I am going to set an amount field manually with a certain value.

Here is my code to set currency lookup:

var lookup = new Array(); lookup[0] = new Object(); lookup[0].id = "GUID of Active currency”; lookup[0].name = “Currency Name”; lookup[0].entityType = "transactioncurrency"; Xrm.Page.getAttribute("transactioncurrencyid").setSubmitMode("always"); Xrm.Page.data.entity.attributes.get("etel_currencyid").setValue(lookup);

And when I fill the amount field, I could not see any currency prefix in the field. So, I got the below screenshot error.

The behavior I have seen is that when we set currency lookup manually, I can see the currency symbol/prefix correctly. So, I realize that something happening internally when I set currency lookup manually.

Here you can see when I set value currency fields it automatically set the currency symbol here in the field and its expected behavior.

I am a bit surprised at how to get rid of this issue. I don’t want the user to set currency lookup manually and I found some unsupported way to set the currency symbol in the amount field. Then I thought that I would go with business rules to set the currency lookup, but I got the same error. So, business rules will not help us in this scenario.

Now we have left other two other options either plugin or workflow. First I moved ahead with workflow and I create a workflow to set the currency lookup while saving, and it’s working fine for me. But there is a problem, as you know if you have multiple environments with multiple currencies and currency lookup GUID may not be the same for the entire environment. So, if I set currency lookup using the workflow you need to make sure that the entire environment should be the same currency lookup GUID to work with workflow.

In my case, I checked that I had a different currency GUID for the same currency in a different environment. So, I decided to go with the plugin. The plugin I register in Create event Pre-operation to avoid the additional update. Here is what my plugin looks like –

using System; using System.Text; using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Query; namespace MSCRMPlugins { public class SetDefaultCurrency: IPlugin { public void Execute(IServiceProvider serviceProvider) { try { IPluginExecutionContext context = (IPluginExecutionContext) serviceProvider.GetService(typeof(IPluginExecutionContext)); IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory) serviceProvider.GetService(typeof(IOrganizationServiceFactory)); IOrganizationService _service = serviceFactory.CreateOrganizationService(context.InitiatingUserId); if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity) { Entity entity = (Entity) context.InputParameters["Target"]; if (entity.LogicalName == "Entit Name") { string fetchCurrency = @ "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" + "<entity name='transactioncurrency'>" + " <attribute name='transactioncurrencyid' />" + " <attribute name='currencyname' />" + " <attribute name='isocurrencycode' />" + " <attribute name='currencysymbol' />" + " <attribute name='statuscode' />" + " <attribute name='statecode' />" + "</entity>" + "</fetch>"; EntityCollection result = new EntityCollection(); result = _service.RetrieveMultiple(new FetchExpression(fetchCurrency)); if (result.Entities.Count > 0) { foreach(Entity currency in result.Entities) { if (currency.Attributes.Contains("isocurrencycode")) { // Here I write hard coded check after getting all currency if (currency.Attributes["isocurrencycode"].ToString() == "XPF") { //Set the currency lookp here. entity["transactioncurrencyid"] = new EntityReference("transactioncurrency", currency.Id); } } } } } } } catch (Exception ex) { throw new InvalidPluginExecutionException(ex.Message); } } } }

Screenshot of plugin steps -

In summary, when you have any currency type field in your form and if your application support multiple currencies make sure you set currency lookup value for the user manually or server-side using a plugin or workflow otherwise you may face this kind of issue.