---
id: video/cc6rEVDhlzs
type: video
title: Comparing Classes and Templates between Dynamics SL and Dynamics 365 Business Central
summary: Customer classes in Dynamics SL compared with customer templates in Business Central, for people moving from SL. Shows how SL classes supply default values and how BC templates default fields such as posting groups and dimensions for new and existing customers.
tier: official
language: en
tags:
  - customer templates
  - customer classes
  - default values
  - posting groups
  - dimensions
  - data creation
  - streamline setup
system: crm
review:
  state: reviewed
  by: opus
  at: "2026-10-07T23:07:07.082Z"
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evidence:
  - kind: video
    url: https://www.youtube.com/watch?v=cc6rEVDhlzs&t=13s
    title: Comparing Classes and Templates between Dynamics SL and Dynamics 365 Business Central
    date: "2024-07-26T13:24:31.000Z"
    commit: null
    t: 13
    quote: Classes are used to group similar customers together for reporting purposes. Classes also used to supply default settings when a new record is created.
  - kind: video
    url: https://www.youtube.com/watch?v=cc6rEVDhlzs&t=39s
    title: Comparing Classes and Templates between Dynamics SL and Dynamics 365 Business Central
    date: "2024-07-26T13:24:31.000Z"
    commit: null
    t: 39
    quote: In my class, you can see the default receivables price class, terms, and accounts I want to default for any customers assigned to this
  - kind: video
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    title: Comparing Classes and Templates between Dynamics SL and Dynamics 365 Business Central
    date: "2024-07-26T13:24:31.000Z"
    commit: null
    t: 63
    quote: Notice that the OM GL accounts are blank. Now, if we assign the region customer class, we can see the default information has been
  - kind: video
    url: https://www.youtube.com/watch?v=cc6rEVDhlzs&t=102s
    title: Comparing Classes and Templates between Dynamics SL and Dynamics 365 Business Central
    date: "2024-07-26T13:24:31.000Z"
    commit: null
    t: 102
    quote: Give the new template a name, and then start filling in the information you want to default for new or existing customers.
  - kind: video
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    title: Comparing Classes and Templates between Dynamics SL and Dynamics 365 Business Central
    date: "2024-07-26T13:24:31.000Z"
    commit: null
    t: 132
    quote: Next, I'll set the default business and customer posting groups so that the correct sales and accounts receivable accounts are used for customers in
  - kind: video
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    title: Comparing Classes and Templates between Dynamics SL and Dynamics 365 Business Central
    date: "2024-07-26T13:24:31.000Z"
    commit: null
    t: 200
    quote: That's a quick look at how we can use templates in Business Central to streamline data creation and improve data accuracy.
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video_id: cc6rEVDhlzs
channel: yt-microsoft
source_name: Microsoft Dynamics 365 Business Central (YouTube)
url: https://www.youtube.com/watch?v=cc6rEVDhlzs
published_at: "2024-07-26T13:24:31.000Z"
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    title: Classes in Dynamics SL overview
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    title: Creating customers from customer classes in SL
  - t: 81
    title: Customer templates in Business Central basics
  - t: 132
    title: Configuring posting groups and dimensions in templates
  - t: 158
    title: Applying templates to new and existing customers
  - t: 185
    title: Summary and resources
features:
  - name: Customer classes in Dynamics SL
    status: unclear
    t: 13
    verified: false
    status_source: video
  - name: Customer templates in Business Central
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    verified: false
    status_source: video
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    text: Classes are used to group similar customers together for reporting purposes. Classes also used to supply default settings when a new record is created.
    check: exact
  - t: 39
    text: In my class, you can see the default receivables price class, terms, and accounts I want to default for any customers assigned to this
    check: exact
  - t: 63
    text: Notice that the OM GL accounts are blank. Now, if we assign the region customer class, we can see the default information has been
    check: exact
  - t: 102
    text: Give the new template a name, and then start filling in the information you want to default for new or existing customers.
    check: exact
  - t: 132
    text: Next, I'll set the default business and customer posting groups so that the correct sales and accounts receivable accounts are used for customers in
    check: exact
  - t: 200
    text: That's a quick look at how we can use templates in Business Central to streamline data creation and improve data accuracy.
    check: exact
---

# Comparing Classes and Templates between Dynamics SL and Dynamics 365 Business Central

> Customer classes in Dynamics SL compared with customer templates in Business Central, for people moving from SL. Shows how SL classes supply default values and how BC templates default fields such as posting groups and dimensions for new and existing customers.

[Watch on YouTube](https://www.youtube.com/watch?v=cc6rEVDhlzs) · Microsoft Dynamics 365 Business Central (YouTube) · 2024-07-26 · 3:35 · tier official · reviewed (checked by Opus)

## Overview

The video compares how Dynamics SL and Business Central set default values on customers. In SL, customer classes group similar customers for reporting and supply defaults such as receivables price class, terms and GL accounts when a record is created. The demo assigns a region customer class to a customer and shows the default information filling in.

It then shows customer templates in Business Central. A template is given a name and filled with the values to default, including business and customer posting groups and dimensions. Fields such as credit limit and sales person are not visible by default, so the template form has to be personalized to add them. Templates can be created from an existing customer card and applied to new or existing customers.

## Key points

- In Dynamics SL, customer classes group similar customers for reporting and supply default settings on new records.
- An SL class holds defaults such as receivables price class, terms and GL accounts for customers assigned to it.
- Business Central customer templates default values for credit limit, sales person, business posting group, customer posting group and dimensions.
- Credit limit and sales person are not visible in the template window by default, so personalize the form to add them.
- Set business and customer posting groups in the template so the correct sales and accounts receivable accounts are used.
- A template can be created from an existing customer card by copying the values to reuse.
- Templates can be applied to existing customers created before the template existed.

## Chapters

- [0:00](https://www.youtube.com/watch?v=cc6rEVDhlzs&t=0s) Classes in Dynamics SL overview
- [0:51](https://www.youtube.com/watch?v=cc6rEVDhlzs&t=51s) Creating customers from customer classes in SL
- [1:21](https://www.youtube.com/watch?v=cc6rEVDhlzs&t=81s) Customer templates in Business Central basics
- [2:12](https://www.youtube.com/watch?v=cc6rEVDhlzs&t=132s) Configuring posting groups and dimensions in templates
- [2:38](https://www.youtube.com/watch?v=cc6rEVDhlzs&t=158s) Applying templates to new and existing customers
- [3:05](https://www.youtube.com/watch?v=cc6rEVDhlzs&t=185s) Summary and resources

## Features

| Feature | Status | At |
|---|---|---|
| Customer classes in Dynamics SL | status not stated, demoed | [0:13](https://www.youtube.com/watch?v=cc6rEVDhlzs&t=13s) |
| Customer templates in Business Central | status not stated, demoed | [1:21](https://www.youtube.com/watch?v=cc6rEVDhlzs&t=81s) |
| Personalization of template forms | status not stated, demoed | [1:42](https://www.youtube.com/watch?v=cc6rEVDhlzs&t=102s) |
| Creating templates from existing customer cards | status not stated | [3:05](https://www.youtube.com/watch?v=cc6rEVDhlzs&t=185s) |
| Applying templates to existing customers | status not stated | [3:05](https://www.youtube.com/watch?v=cc6rEVDhlzs&t=185s) |

## AL objects mentioned

As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.

- other "customer class" at [0:13](https://www.youtube.com/watch?v=cc6rEVDhlzs&t=13s)
- other "customer templates" at [1:31](https://www.youtube.com/watch?v=cc6rEVDhlzs&t=91s)
- other "personalized form" at [1:56](https://www.youtube.com/watch?v=cc6rEVDhlzs&t=116s)
- other "business posting group" at [2:12](https://www.youtube.com/watch?v=cc6rEVDhlzs&t=132s)
- other "customer posting group" at [2:12](https://www.youtube.com/watch?v=cc6rEVDhlzs&t=132s)
- other "dimension" at [2:22](https://www.youtube.com/watch?v=cc6rEVDhlzs&t=142s)

## Quotes

- [0:13](https://www.youtube.com/watch?v=cc6rEVDhlzs&t=13s) "Classes are used to group similar customers together for reporting purposes. Classes also used to supply default settings when a new record is created."
- [0:39](https://www.youtube.com/watch?v=cc6rEVDhlzs&t=39s) "In my class, you can see the default receivables price class, terms, and accounts I want to default for any customers assigned to this"
- [1:03](https://www.youtube.com/watch?v=cc6rEVDhlzs&t=63s) "Notice that the OM GL accounts are blank. Now, if we assign the region customer class, we can see the default information has been"
- [1:42](https://www.youtube.com/watch?v=cc6rEVDhlzs&t=102s) "Give the new template a name, and then start filling in the information you want to default for new or existing customers."
- [2:12](https://www.youtube.com/watch?v=cc6rEVDhlzs&t=132s) "Next, I'll set the default business and customer posting groups so that the correct sales and accounts receivable accounts are used for customers in"
- [3:20](https://www.youtube.com/watch?v=cc6rEVDhlzs&t=200s) "That's a quick look at how we can use templates in Business Central to streamline data creation and improve data accuracy."