How to Set Up Customer Templates in Dynamics 365 Business Central

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ArcherPoint Inc

ArcherPoint Inc

Күн бұрын

Customer Templates in Business Central is another time-saving productivity tool. The power of Customer Templates is evident in the Invoicing and Payments portion of the setup.
Suppose you have different customer types with various posting groups, payment terms, number series, or other information. In that case, you can store this standard information in Customer Templates, making creating new Customers or Customer Contacts in Business Central simple and accurate.
Save time by utilizing Customer Templates in Dynamics 365 Business Central today!

Пікірлер: 1
@itme7297
@itme7297 Ай бұрын
Hi there. Thanks for this. Is there anyway to auto assign specific document layouts at a customer template level?
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