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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Create Customer Template
Finance | Project Operations, Human Resources, ...
Suggested Answer

Create Customer Template

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Posted on by Antonio Romero 10

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:

pastedimage1589542079711v2.png

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

Aby help would be appreciated.

Thanks in advance

Antonio

I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    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

    templ.png

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