Create template groups

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

To use quotation templates, you must organize them into template groups. You must create the template groups before you can create quotation templates.

  1. Click Sales and marketing > Setup > Quotations > Template groups.

  2. Press CTRL+N to create a new template group.

  3. In the Group ID field, enter a unique name for the template group.

  4. In the Description field, enter a description of the template group.

  5. Close the form to save your changes.