Use record template to create a new record


Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, see Dynamics 365 Licensing Update.

This procedure shows how to use a previously defined record template to create a new record. To complete this procedure, you must first complete the "Create a record template to facilitate data entry" procedure.

This procedure uses the USMF company.

  1. In the Navigation pane, go to Fixed assets > Fixed assets > Fixed assets.
  2. Click New. You will be prompted to select a template. Select the one that corresponds to your business need.
  3. In the list, find and select the desired record.
  4. Click OK.