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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Default Invoice freque...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Default Invoice frequency to monthly on contract ID.

(0) ShareShare
ReportReport
Posted on by DNJ 518

Hi All

I am looking for a way from front end the filed Invoice frequency come as a Monthly by default.is it possible?

pastedimage1675718532404v1.png

Please any help would be great.

I have the same question (0)
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,439 Super User 2026 Season 1 on at

    Hi DNJ,

    You can achieve this with the record templates functionality: Record templates overview - Finance & Operations | Dynamics 365 | Microsoft Learn

  • DNJ Profile Picture
    DNJ 518 on at

    Hi Thanks for the information.Can you give some more details how we can create the record template for project contract ID

  • DNJ Profile Picture
    DNJ 518 on at

    In our case we push the project in F&O from CRM so we are not able to use the template.did you have anyother way to make this field default monthly when we push it from CRM.?

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,439 Super User 2026 Season 1 on at

    What exact tool are you using for the integration with CRM? Is it dual write or something different?

  • D365 Profile Picture
    D365 57 on at
    Hi, 
    Did you get any response regarding your point ?
    Is there a way the set up an invoice frequency by default ?
     
    regards, 

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

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 517 Super User 2026 Season 1

#2
Giorgio Bonacorsi Profile Picture

Giorgio Bonacorsi 440

#3
Adis Profile Picture

Adis 266 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans