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Navigation - How to setup a template so the fields are pre-populated when creating a new record

Tip of the Day: In Microsoft D365 Finance and Supply Change (D365 F&SC), did you know you can setup templates in the system so that certain fields are auto-populated? For example, if your utility vendors have the same fields populated, you can setup a “utility vendor template”. Then, when you create a new utility vendor the fields will auto-populate based on the template and you can just add or update the fields that are specific to that vendor.


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