web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Season of Giving Solutions is Here!
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to identify which ...
Small and medium business | Business Central, N...
Suggested Answer

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

(4) ShareShare
ReportReport
Posted on by TAHER Mehdi 596
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?
Categories:
Dynamics 365 Business Central
Microsoft Dynamics NAV
I have the same question (0)
  • Suggested answer
    OussamaSabbouh Profile Picture
    OussamaSabbouh 7,543 on at
    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
  • Suggested answer
    Pallavi Phade Profile Picture
    Pallavi Phade 4,631 on at
    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
  • Sathish M. Profile Picture
    Sathish M. 10 on at
    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. 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the December Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 1,638

#2
YUN ZHU Profile Picture

YUN ZHU 837 Super User 2025 Season 2

#3
Khushbu Rajvi. Profile Picture

Khushbu Rajvi. 704 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans