How to: Select a Configuration Template
When you select an existing data template, you must evaluate whether the template that you created for the new company are sufficient for the customer. Review the provided fields and values to determine which templates are appropriate for a new company.
Tip
You can also use data templates to create new records quickly. Use them for faster and more accurate data creation. For more information, see How to: Create Cards by Using Data Templates.
To select a data template
In the Search box, enter Templates, and then choose the related link.
Open the Config. Templates window.
Select a data template from the list, and on the Home tab, in the Manage group, choose Edit to review the data setup.
If the default templates do not meet your needs, you can create new templates or add fields to an existing template. If the default templates are sufficient, you can use them to create records based on master data templates.