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Usage of template for designing a vendor creation process

In this new post I will underline common functionalities regarding record template creation : creation, defaulted template value with or without a pop-up, deletion. It’s more dedicated to new consultants arriving on our D365 community. In a second part, I will focus on how to use vendor template combined with a standard workflow available out of the box for having an vendor approval process

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Usage of template for designing a vendor creation process D365Tour

Usage of template combine with standard workflow for desinging a vendor creation process within D365 for SCM

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