---
id: object/page/5186
type: object
title: Page 5186 "Interaction Template Setup"
summary: Page 5186 "Interaction Template Setup" in Base Application (Microsoft.CRM.Interaction). Present since at least BC23, still in BC30.
tier: official
language: en
tags:
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  - base application
versions:
  introduced: null
  last_changed: null
  deprecated: null
review:
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  by: null
  at: null
  flags: []
generated:
  at: "2026-10-11T00:31:51.816Z"
  pipeline: 0.2.0
  prompts: {}
  input_hash: c2d99f7502edc5c771d384c2008eb1a24c68fb6ff92178757774a310d16027e7
evidence:
  - kind: code
    url: https://github.com/microsoft/BCApps/blob/ea08af5ef2d6a9b5c5af4a029288abbe2c883220/src/Layers/W1/BaseApp/CRM/Interaction/InteractionTemplateSetup.Page.al
    title: src/Layers/W1/BaseApp/CRM/Interaction/InteractionTemplateSetup.Page.al (releases/29.x)
    date: null
    commit: ea08af5ef2d6a9b5c5af4a029288abbe2c883220
    t: null
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links:
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object_type: page
object_id: 5186
name: Interaction Template Setup
namespace: Microsoft.CRM.Interaction
app: Base Application
extends: null
first_version: "23"
last_version: "30"
present_in:
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source_major: "29"
obsolete: null
countries: []
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counts:
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---

# Page 5186 "Interaction Template Setup"

> Page 5186 "Interaction Template Setup" in Base Application (Microsoft.CRM.Interaction). Present since at least BC23, still in BC30.

Base Application · Microsoft.CRM.Interaction · BC23-30 · [source at ea08af5e](https://github.com/microsoft/BCApps/blob/ea08af5ef2d6a9b5c5af4a029288abbe2c883220/src/Layers/W1/BaseApp/CRM/Interaction/InteractionTemplateSetup.Page.al) · facts from BC29

## Properties

| Property | Value |
|---|---|
| Caption | Interaction Template Setup |
| SourceTable | Interaction Template Setup |
| PageType | Card |
| UsageCategory | Administration |
| ApplicationArea | RelationshipMgmt |

## Fields on this page

Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control's own, else the bound field's (marked).

| Group | Control | Shows | ToolTip |
|---|---|---|---|
| General | E-Mails | [E-Mails](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording e-mails as interactions. <small>from the table field</small> |
|  | E-Mail Draft | [E-Mail Draft](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording e-mail draft as interactions. <small>from the table field</small> |
|  | Cover Sheets | [Cover Sheets](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording cover sheets as interactions. <small>from the table field</small> |
|  | Outgoing Calls | [Outg. Calls](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording outgoing phone calls as interactions. <small>from the table field</small> |
|  | Meeting Invitation | [Meeting Invitation](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording meeting invitations as interactions. <small>from the table field</small> |
| Sales | Invoices | [Sales Invoices](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording sales invoices as interactions. <small>from the table field</small> |
|  | Credit Memos | [Sales Cr. Memo](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording sales credit memos as interactions. <small>from the table field</small> |
|  | Order Confirmations | [Sales Ord. Cnfrmn.](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording sales order confirmations as interactions. <small>from the table field</small> |
|  | Draft Invoices | [Sales Draft Invoices](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording sales draft invoices as interactions. <small>from the table field</small> |
|  | Quotes | [Sales Quotes](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording sales quotes as interactions. <small>from the table field</small> |
|  | Blanket Orders | [Sales Blnkt. Ord](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording sales blanket orders as interactions. <small>from the table field</small> |
|  | Shipment Notes | [Sales Shpt. Note](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording sales shipment notes as interactions. <small>from the table field</small> |
|  | Statements | [Sales Statement](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording sales statements as interactions. <small>from the table field</small> |
|  | Reminders | [Sales Rmdr.](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording sales reminders as interactions. <small>from the table field</small> |
|  | Return Orders | [Sales Return Order](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording sales return orders as interactions. <small>from the table field</small> |
|  | Return Receipts | [Sales Return Receipt](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording sales return receipts as interactions. <small>from the table field</small> |
|  | Finance Charge Memos | [Sales Finance Charge Memo](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording sales finance charge memos as interactions. <small>from the table field</small> |
| Purchases | Invoices | [Purch Invoices](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording purchase invoices as interactions. <small>from the table field</small> |
|  | Credit Memos | [Purch Cr Memos](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording purchase credit memos as interactions. <small>from the table field</small> |
|  | Orders | [Purch. Orders](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording purchase orders as interactions. <small>from the table field</small> |
|  | Quotes | [Purch. Quotes](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording purchase quotes as interactions. <small>from the table field</small> |
|  | Blanket Orders | [Purch Blnkt Ord](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording purchase blanket orders as interactions. <small>from the table field</small> |
|  | Receipts | [Purch. Rcpt.](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording purchase receipts as interactions. <small>from the table field</small> |
|  | Return Shipments | [Purch. Return Shipment](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording purchase return shipments as interactions. <small>from the table field</small> |
|  | Return Order Confirmations | [Purch. Return Ord. Cnfrmn.](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording purchase return order confirmations as interactions. <small>from the table field</small> |
| Service | Service Order Create | [Serv Ord Create](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording the creation of service orders as interactions. <small>from the table field</small> |
|  | Contracts | [Service Contract](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording service contracts as interactions. <small>from the table field</small> |
|  | Contract Quotes | [Service Contract Quote](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording service contract quotes as interactions. <small>from the table field</small> |
|  | Quotes | [Service Quote](../table/5122.md#fields) | Specifies the code of the interaction template to use when recording service quotes as interactions. <small>from the table field</small> |

## Triggers

OnOpenPage

## Relations

- source table [Table 5122 "Interaction Template Setup"](../table/5122.md)

## Pages and codeunits on this table

- [Table 5122 "Interaction Template Setup"](../table/5122.md) (drill-down page)
- [Table 5122 "Interaction Template Setup"](../table/5122.md) (lookup page)

## Across versions

- Present in: BC23-30
- Changed (declaration) in: none

Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10).

## Ask your agent

Procedure bodies are not stored here (D10). For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: `bcatlas_resolve_node(object_type: "page", object_name: "Interaction Template Setup")`, then `bcatlas_get_procedure_body` or `bcatlas_get_neighbors` on the returned id.