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Dynamics 365

Design Pattern: Create Data from Templates

For many records, such as Items, Customers, and Vendors, users have to enter the same sets of data again and again. This is tedious, error-prone (users forget to enter a field or they choose the wrong group), and difficult to learn for some users.

We can group sets of data as templates to speed up and simplify the process of entering data in Dynamics NAV. For example, the process of creating a new customer could be simplified so that users only have to enter information that is specific for every individual customer, e.g. Name and Address/Contact.

Read more on NAV Design Patterns wiki site…

by Nikola Kukrika at Microsoft Development Center Copenhagen