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How to Use Item Templates in Microsoft Dynamics 365 Business Central

Posted on 14-Aug-2023 by Kabinder Singh Rautela

Template: Templates in Microsoft Dynamics 365 Business Central are defined sets of attributes that you can use over and over to create many similar items.

In this Blog we will know how to use Item Template in brief

Step 1: Search Item in global Search

Microsoft Dynamics 365 Business Central global search bar used to find the Items list
Item List page will appear.

The Items list page in Dynamics 365 Business Central displaying inventory items and base units of measure.

Step 2: To make an item template based on an existing item, Select Item from list

Selecting a specific charging unit item from the Item List in Business Central to create a template.

Step 3:
Press on actions, functions and save as template. You can save it by providing any name as per your convenience.

Navigating to Actions, Functions, and Save as Template in the Dynamics 365 Business Central item card.

Configuring general details and item category codes in a new Business Central Item Template window.

You can provide many details which you want to flow automatically for the new items which will be created by using this template.

Step 4: Save the template by pressing on ok.

Finalizing and saving the Item Template in Microsoft Dynamics 365 Business Central by clicking OK.

Step 5: When we want to create new Item, template list is visible if we have more than one template, it will be asked that which template you want to use for this specific item.

A pop-up list showing available Item Templates like Office Furniture and Service Item in Business Central.

Please make a note that if due to any reason wrong template is selected than you can also modify it by following below steps

it is possible to apply another template to my item, this is also done under actions, functions and apply template.

For example, below item is created with one template but we want to change the template for this item, we ha can do this by applying new template. It is only possible if no entries are done related to this item.

Applying a selected Item Template to a new item card in Microsoft Dynamics 365 Business Central.


To apply new Template: Select Apply template and then select the desired one.

Select the required template as your desired one

selecting the desired template for a new item in Business Cental


After selecting the desired template, we can see that the details of item have been changed according to the new template.

 the details of item have been changed according to the new template after selecting the desired template in Microsoft Dynamics 365 Business Central.


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