Create records and convert prospects with better templates

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for	Public preview	General availability
End users, automatically	Aug 1, 2019	Oct 1, 2019

Business value

It is very important to have a consistent way of creating master data, such as customers, vendors, and items, while also defining how that master data is used in the system. This ensures that subsequent posting and reporting of the master data is consistent and transparent.

Feature details

Configuration templates now allow you to look up template fields' default values directly from related tables. This ensures that the default values that you select when configuring templates are correct when you use templates to create master data, such as customers, vendors, and items. You can now also easily find contact conversion templates that are used to convert contacts (prospects) to customers.

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See also

Register New Customers (docs)