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

Announcements

Check out the Community Spotlight Video Series
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... / Customer Templates cha...
Small and medium business | Business Central, N...
Suggested Answer

Customer Templates changed

(0) ShareShare
ReportReport
Posted on by Community Member

I have a client that uses Dynamics 365 business Central and when they go to create a new customer, it pulls up their pre-made customer templates but instead of clicking on Description like they used to, they have to click on the template number.  

When the card comes up, it shows OTHER10000 for the Customer No.  instead of the names they have in the template.

Has anyone run into this?

Thank you

Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    JAngle Profile Picture
    JAngle 159 on at

    What is the number series in the template? The value mentioned isn’t the code of the template? Your description read like that:

    1DA193CF_2D00_82E9_2D00_4806_2D00_8747_2D00_56D3669E1A73.jpeg

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 102,944 Super User 2026 Season 2 on at

    Hi, this is Select a template for a new customer page, you can click Code directly, or click OK below to select a template. I don't think this is a problem.

    pastedimage1636677424712v4.png

    If you have any questions about the automatically obtained Customer No., first you need to check the Customer Nos. set in Sales & Receivables Setup.

    pastedimage1636677532730v5.png

    The go to check the No. Series on the customer template you selected.

    pastedimage1636677306476v1.png

    pastedimage1636677322333v2.png

    Hope this will help.

    Thanks.

    ZHU

  • Suggested answer
    DynamiQs Profile Picture
    DynamiQs on at

    Hi,

    Some of our clients are recently reporting some variations in their customer templates. To adjust enter customer templates. You will probably see that the original customer templates have been redefined. Enter the edit and delete buttons to readjust your default templates (description, name, posting groups) and you should be good.

    Let me know if this helps

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hello,

    In V19 the Template functionality changed from the old Customer Templates to Configuration Templates.

    pastedimage1637269483948v1.png   pastedimage1637269506902v2.png

    The No. Series is based on the No. Series setup you did.

    Thanks,

    Steve

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

Check out the Community Spotlight Video Series

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the July Top 10 Community Leaders

These are the community rock stars!

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

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 595 Super User 2026 Season 2

#2
YUN ZHU Profile Picture

YUN ZHU 364 Super User 2026 Season 2

#3
Grigorios Mavrogeorgis Profile Picture

Grigorios Mavrogeorgis 331 Super User 2026 Season 2

Last 30 days Overall leaderboard

Featured topics

Microsoft Training Manuals

Product updates

Dynamics 365 release plans