In this video, we’ll walk you through the process of creating a Customer Template in Dynamics 365 Business Central. This step-by-step tutorial will help you save time and simplify your customer management process.
You will learn:
How to set up a customer template
Customizing fields for different customer profiles
Reusing templates for streamlined data entry
Whether you're new to Business Central or looking for tips to enhance your workflow, this guide has got you covered!
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