Implementing Dynamics 365 Business Central: Copying Similar Items | Exam MB-800

Create Copies of Existing Items

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Question

You are implementing Dynamics 365 Business Central for a customer.

The customer wants to manually add many similar items.

You need to help the customer create copies of existing items.

Which three actions must be performed? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D. E.

BCE.

https://usedynamics.com/business-central/product-dev/item-templates/

To help the customer create copies of existing items in Dynamics 365 Business Central, you need to perform the following three actions:

A. On the Set up Customer/Vendor/Item Templates page, create a new item template: Creating a new item template will allow you to define the default values for new items. This will help in creating similar items quickly and easily. To create a new item template, you need to go to the Set up Customer/Vendor/Item Templates page and then create a new item template.

B. Open an existing item, and then click the Save as Template action on the item card: Once you have created a new item template, you need to open an existing item that you want to copy and then click the Save as Template action on the item card. This will save the item as a template, which you can use to create copies of the item quickly.

C. On the Set Up Customer/Vendor/Item Templates page, edit the information in the newly created item template: After creating a new item template and saving an existing item as a template, you need to go to the Set Up Customer/Vendor/Item Templates page and edit the information in the newly created item template. This will allow you to customize the default values for the new items that you create using this template.

To summarize, the three actions that must be performed to help the customer create copies of existing items in Dynamics 365 Business Central are:

  1. Create a new item template on the Set up Customer/Vendor/Item Templates page.
  2. Open an existing item, and then click the Save as Template action on the item card.
  3. Edit the information in the newly created item template on the Set Up Customer/Vendor/Item Templates page.

It is important to note that creating a new template for item table on the Configuration Templates page and creating a new item and selecting the new template name to copy the information to the item are not necessary for copying existing items in Dynamics 365 Business Central.

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