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How to identify which Customer Template was used to create a customer in Business Central?

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Posted on by TAHER_El_Mehdi

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Does Business Central store the Customer Template Code used during customer creation? If not, is there a standard way to retrieve or track which template was applied?

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Dynamics 365 Business Central

Microsoft Dynamics NAV

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OussamaSabbouh 10,972 Super User 2026 Season 1 on at

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Hello,

Business Central does not store the Customer Template Code after a customer is created; templates are only used at creation time to copy default values (posting groups, dimensions, etc.), and once the record exists, the template itself is gone with no standard field, log, or history to retrieve it later. There is also no standard way to track which template was applied. If you need this information, the common and supported approach is to customize: typically add a custom field on the Customer and populate it during creation (via the standard customer template creation flow or an event subscriber), or less cleanly, infer it via dimensions applied by the template.

Regards,
Oussama Sabbouh

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Pallavi Phade 5,292 Super User 2026 Season 1 on at

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Namaste @TAHER Mehdi

There is no tagging of Customer Template Code in Customer Master . There is no standard approach to record how customer created using which template .

We have to do cusotmization to store template code on customer insertion.

Warm Regards

Pallavi Phade

www.linkedin.com/in/pallaviphade131116

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Sathish M. 18 on at

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Hi Taher Mehdi,

To track which customer template is applied to the customer master, you can use any unused field. Enter a value in that field in the customer template, and the same value will be copied to the customer card, allowing you to track the applied template.

Thanks
Sathish M.

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Jeffrey Bulanadi 9,106 Super User 2026 Season 1 on at

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Hi,

Short answer: BC does not store which customer template was used to create a customer record. There’s no built-in field on the customer card that says “Created from Template XYZ.” The template is only used to pre-fill fields when you create the record; once the customer is created, that template reference isn’t tracked anywhere by the standard application.

If you need to track it, the usual methods are:

Add a custom field on the Customer table and populate it when the record is created (via extension/AL code).

Use a process or workflow that requires users to manually select and record the template code in your custom field.

There’s no out-of-the-box standard system field for the applied customer template in the customer master data.

If you want a field kept on the customer card that shows which template was used, the only legit way in standard BC is to build it yourself or capture it during the creation process.

Helpful References
Register new customers by creating a Customer Card - Business Central | Microsoft Learn
Table "Customer Templ." | Microsoft Learn

If you find this helpful, feel free to mark this as the suggested or verified answer.

Cheers
Jeffrey

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