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Dynamics 365 CommunityForums Finance | Project Operations, Human Resources, ... Create Customer Template

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Create Customer Template

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Posted on by Antonio Romero

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Hi all

I want to create a customer template (or more), to use it every time that I have to create a new customer.

According to this link:

https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/maintain-record-templates

I should have this option right clicking on the form and navigating to record info, but that´s not the case, at least not here:

CompanyName/Customers/Common/Customers/All Customers. As you can see in the image below:

I´m system administrator, so that´s not the problem.

Aby help would be appreciated.

Thanks in advance

Antonio

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Ludwig Reinhard Microsoft Employee on at

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RE: Create Customer Template

Hi Antonio,

Please double click on a customer and then do a right mouse click

You should be able to see the template buttons at the bottom of the record info screen.

Best regards,

Ludwig

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