Creating Record Templates to simplify new data setup

Dynamics has a neat feature that allows us to create templates from pretty much any record within the system that will then be used when creating new records. It works great, but the trick with this feature is knowing where the feature is hiding because it is not hiding in plain sight.

How to do it…

To create a record template all we need to do is select the record that we want to use as the template and then click on the Record Info link within the Options action bar.

When the Record In...