How to use Customer Template In D365 Finance and Operations

Hello friends, in todays video, we explore one of reusable feature of D365 And finance and operations. This feature is good for data entry guys, They can default some common fields.

For Customer we can built template that have some default field setup. So here is some step by Step guide.

from list page select any customer and click on options and record info

from popup dialog select “User template”

Save its as as you want when you click on new customer on Customer list page

You found selection where you can select template

when you click on Ok button. You found a number of Employee fields automatically filed.

See you in another post


Ali Raza Zaidi, Microsoft ERP Consultant, Currently working for Business Experts Gulf in United Arab Emirates. Specialized in HR & Payroll, Supply Chain and Financials modules.