Lab - Import exchange rates

  • 18 minutes

Read this first - before you start the lab!

Important

For this lab, you CAN'T sign in with your own credentials. Use the following steps to sign in to your lab environment with the correct credentials.

  1. Ensure that you're signed in to Microsoft Learn.
  2. Select Launch VM mode or Sign in to launch VM mode in this unit.
  3. In the Resources tab on the lab side bar, select the T icon next to Password in the Finance and Operations box, to have the administrator password for the Virtual Machine (VM) entered for you.
  4. Select Enter. If you see a Your connection isn't private message, select Advanced, and then select Continue to usnconeboxax1aos.cloud.onebox.dynamics.com (unsafe).
  5. Microsoft Edge opens. Wait for it to navigate to the Sign in page for finance and operations. If you experience an issue with the Sign in page loading, try to restart the browser in the VM.
  6. On the Microsoft Sign in page in finance and operations, place your mouse cursor into the Username field.
  7. On the Resources tab of the lab side bar, below the Azure portal heading, select the T icon next to Username, then press Enter.
  8. Your mouse cursor is now in the Password page.
  9. On the Resources tab of the lab side bar, below the Azure portal heading, select the T icon next to select Password, then press Enter.
  10. In the Save password window, select Never.
  11. Select Accept in the Permissions requested page.
  12. To see the lab instructions, select the Instructions tab on the lab side bar.

You can now begin your work on this lab.

Scenario

You will configure an exchange rate provider and then import exchange rates from that provider.

  1. Go to General ledger > Currencies > Exchange rate types.
  2. Select New.
  3. In the Exchange rate type field, type GTL-EXCH.
  4. In the Name field, enter Adventure Works CyclesExchange Rate.
  5. Select Exchange rates.
  6. Note that there are no exchange rates available.
  7. Close the Currency exchange rates page.
  8. Close the Exchange rate types page.
  9. Go to General ledger > Currencies > Configure exchange rate providers.
  10. Select New.
  11. Select Central Bank of Europe
  12. Select OK.
  13. Close the page.
  14. Go to General ledger > Currencies > Import currency exchange rates.
  15. In the Exchange rate type field, enter or select GTL-EXCH.
  16. In the Exchange rate provider field, enter or select Central Bank of Europe.
  17. Select OK.
  18. Go to General ledger > Currencies > Exchange rate types.
  19. Select GTL-EXCH.
  20. Select Exchange rates.
  21. Note the imported values.
  22. Close all pages.

Close the lab environment

  1. Select Done in the Instructions pane in the lab side bar.
  2. In the Lab is complete window, select Continue, and then select Leave to return to the next unit in the module.