The requirement is to configure the new customer creation process in Dynamics 365 Business Central. The goal is to make sure that when users quickly add new customers (for example, at the Cash & Carry desk), all required fields and correct defaults are consistently applied.
1. Configuration Worksheet (B)
The Configuration Worksheet is used in RapidStart Services to plan and manage setup data across tables.
It lets you map out which tables (e.g., Customers, Vendors, Items) you want to configure and load master data into.
For customer creation, this ensures that the Customer table and related setup tables are properly configured before using templates.
This acts as the foundation of the process: deciding what must be included in the customer creation workflow.
2. Configuration Template (C)
Configuration Templates define default values for new master data records (e.g., customers, vendors, items).
For example, when creating a new customer, the template can pre-fill fields like:
Posting groups
Payment terms
Customer source dimension
Responsibility center (if required)
This ensures consistency and reduces errors when users add new customers.
In this scenario, since the company wants fast and accurate customer creation, templates are essential.
Why not A (Responsibility center)?
Responsibility centers are used to manage operations by location, department, or profit center.
They are useful for reporting and segregation of transactions, but not mandatory for customer creation setup.
Why not D (Permissions)?
Permissions define who can create or modify customers.
While important for security, this is not part of the configuration process for ensuring consistent field population and defaults in customer creation.
Microsoft References
Set Up Configuration Packages and Templates (RapidStart Services)
Configuration Templates for Customers, Vendors, and Items
Customer Table Setup and Creation
