Creating a configuration template

Each template consists of a header and lines. On the header, you specify the table related to the template. On the lines, you specify which fields are included in the template and their default values.

You can find Configuration Templates in the Search menu:

Once open, you can already find a list of ready-to-use templates (ready to go!); there are different types for items, customers, and both domestic and foreign customers and vendors:

The following is an example of a template setup for DOMESTIC customer

Get Implementing Microsoft Dynamics 365 Business Central On-Premise - Fourth Edition now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.