I Hello - I am able to create a new Customer Template - in which I have filled out the Dimensions that I expect all new customers to have as a default.
I am able to create new customers using Excel upload and referring the to the new Customer template.When the customers are getting created in D365 financials - I see that the Default Dimensions are not being transferred based on the template.
Any suggestions/help would be appreciated.
Thanks
Jitendra Kaipa- IBM Global Business Services
Comments
Hello Jitendra,
Thank you for bringing this situation to our attention. I have recreated the same scenario that you are describing and have entered this as product defect number 215383 and will be sending over to our development team to review.
To save the dimensions and values to the Customer you will need to open the customer, click Navigate, select dimensions and enter the dimensions/values for the Customer.
Regards,
Jennifer Reinhardt
Category: Data Migrations
We appreciate this input and have asked our Support team to reply.
Category: Data Migrations
Business Central Team (administrator) on 2/22/2024 3:50:12 PM
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team