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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.

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Posted on by DNJ 520

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.

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 307,856 Super User 2026 Season 2 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 520 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 520 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... 307,856 Super User 2026 Season 2 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, 

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