---
title: "Configure step with wizard - Customer"
slug: "configure-step-with-wizard-customer"
description: "Configure customer setups in D365 F&SCM with the Data Entry Workflow template wizard, streamlining data entry across multiple steps efficiently."
tags: ["Task topic"]
updated: 2026-09-23T08:28:37Z
published: 2026-09-23T08:28:37Z
canonical: "docs.staedean.com/configure-step-with-wizard-customer"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure step with wizard - Customer

In D365 F&SCM, the customers setup has a complex data model and several related forms.

With the **Configure data entry workflow template** wizard, you can configure a data entry workflow template to set up customers. You can use the wizard to configure an existing step.

You can split the customer setup over several steps. For each step, you can use the wizard to configure the desired step field groups.

For example, split the customer setup over these steps:

- Create customer: Used to enter the main data of a customer.
- Enter addresses: Used to enter the address information of the customer.
- Enter contacts: Used to enter the contact information of the customer.
- Enter contact person: Used to enter the contact person information for the customer.
- Enter bank account: Used to enter the bank account information for the customer.

### Result

When you finish the wizard, based on your selections:

- The workflow document is created or updated.

> [!NOTE]
> Note
> 
> The workflow is created only the first time you use the wizard for a data entry workflow template.

In the workflow document:
  - For each applicable table, a record is added.
  - To each record, all fields of the related table are added.
  - All required table relations and field relations are set up.
- The selected field groups are added to the data entry workflow template. The field groups are added to the automatically created tab group of the configured step,
- To each added field group, the main fields are added.

### Steps

1. Go to **Data entry workflow** > **Design** > **Data entry workflow templates**.
2. In the list, click the link of the desired data entry workflow template.
3. Click **Edit**.
4. In the **Workflow diagram** section, select the desired data entry step.
5. Click **Configure step**.
6. Sub-task: Select template type.
  1. In the **Template accelerator type** field, select **Customer**.

> [!NOTE]
> **Note**
> 
> If you already used the wizard for the data entry workflow template, the wizard step to select a template type is skipped. If this case, the wizard is started in 'customer' mode.
  2. Click **Next**.
7. Sub-task: Select the customer setup elements that you want to add to the data entry workflow step.
  1. The first time you use the wizard for a customer data entry workflow template, the **Customer main data** must be included.

Also, if you did not select all customer main data elements earlier, and you want to add these now, include the **Customer main data**.

Select **Yes** in the **Customer main data** field.

> [!NOTE]
> **Note**
> 
> If you click **Next**, the **Customer main data** page is added to the wizard.
  2. You can add the address information fields.

Select **Yes** in the **Customer address information** field.

> [!NOTE]
> **Note**
> 
> If you click **Next**, the **Customer address information** page is added to the wizard.
  3. You can add the contact information fields.

Select **Yes** in the **Customer contact information** field.

> [!NOTE]
> **Note**
> 
> If you click **Next**, the **Customer contact information** page is added to the wizard.
  4. You can add the contact person information fields.

Select **Yes** in the **Customer contact person** field.

> [!NOTE]
> **Note** If you click **Next**, the **Customer contact person information** page is added to the wizard.
  5. You can add the bank account information fields.

Select **Yes** in the **Customer bank accounts** field.

> [!NOTE]
> **Note**
> 
> If you click **Next**, the **Customer bank account information** page is added to the wizard.
  6. Click **Next**.
8. Sub-task: Select the desired customer main data elements.
  1. Indicate if the data entry workflow is used to set up customers of type **Organization** or **Person**.

In D365 F&SCM, these types use a different set of tables. Only the applicable tables are added as records to the workflow document.

In the **Customer template type** field, select an option.
  2. Add the **Details** field group to the first step of the data entry workflow template with these fields:

Select **Yes** in the **Identification** field.

> [!NOTE]
> **Note**
> 
> On data entry, you can use the **Name** field to select a party that is already defined in D365 F&SCM. The party address details are automatically copied to the new customer record.
    - **Customer account**
    - **Name**
    - **Group**
    - **Currency**
    - **Terms of payment**
    - **Delivery terms**
    - **Mode of delivery**
  3. You can add the **Credit limit** field group to the data entry workflow template step with these fields:

Select **Yes** in the **Credit information** field.
    - **Mandatory credit limit**
    - **Credit rating**
    - **Credit limit**
  4. You can add the **Tax information** field group to the data entry workflow template step with these fields:

Select **Yes** in the **Tax information** field.
    - **Sales tax group**
    - **Tax exempt number**
  5. Click **Next**.
9. Sub-task: Define the desired customer address setup.
  1. Define how the address information is shown on the workflow task dialog. You can show the address information as a:

In the **Address layout** field, select an option.
    - **Group**: A field group is added which **Display mode** is **Standard**. As a result, on the workflow task dialog, only one address can be entered.
    - **Grid**: A field group is added which **Display mode** is **Grid**. These fields are automatically added to the field group: **Description**, **Purpose**, **Primary**. As a result, on the workflow task dialog, several addresses can be entered for different address purposes. And one address can be marked as the primary address.
  2. During data entry of address information, it can be needed to define the address purpose.

If the **Address layout** is **Group**, you can add the **Purpose** field to the data entry workflow template step.

Select **Yes** in the **Purpose field** field.

> [!NOTE]
> Note
> 
> This field is only available if the **Address layout** is **Group**. If the **Address layout** is **Grid**, the **Purpose** field is automatically added to the field group.
  3. In the **Available** list, select the desired address elements for the data entry workflow template step.

> [!NOTE]
> **Note**
> 
> Select at least one address element.
  4. Click **Add** (->).
  5. Click **Next**.
10. Sub-task: Define the customer contact information setup.
  1. Define how the contact information is shown on the data entry workflow task. You can show the contact information as a:

In the **Address layout** field, select an option.
    - **Group**: A field group is added which **Display mode** is **Standard**. Set these fields as well: **Individual fields** (with related contact types as desired) and **Purpose field**. As a result, on the workflow task dialog, the contact information fields are shown in a field group.
    - **Grid**: A field group is added which **Display mode** is **Grid**. The contact information fields are automatically added to the field group. As a result, on the workflow task dialog, several contact information lines can be entered for different types and purposes. Several contact information lines can be marked as primary.
  2. If the **Address layout** is **Group**, by default, only one contact information line can be entered. You can choose to enable entering contact information lines for the different contact types. In this case, for each selected contact type, a separate field group is added to the data entry workflow template. On the data entry workflow task, for each contact type, you can enter only one contact information line. Select **Yes** in the **Individual fields** field.

> [!NOTE]
> **Note**
> 
> - If you choose to show individual fields, select the desired contact information fields.
> - This field is only available if the **Address layout** is **Group**.
  3. If you choose to show individual fields, you can add the phone contact information fields to the data entry workflow step.

As a result, the '**Contact information - phone**' field group is added to the data entry workflow template step.

Select Yes in the **Phone** field.
  4. If you choose to show individual fields, you can add the **Email contact information** fields to the data entry workflow step.

As a result, the '**Contact information - email**' field group is added to the data entry workflow template step.

Select **Yes** in the **Email** field.
  5. If you choose to show individual fields, you can add the **Fax contact information** fields to the data entry workflow step.

As a result, the '**Contact information - fax**' field group is added to the data entry workflow template step.

Select **Yes** in the **Fax** field.
  6. During data entry of contact information, it can be needed to define the contact purpose.

You can add the **Purpose** field to the data entry workflow template step.

Select **Yes** in the **Purpose field** field.

> [!NOTE]
> **Note**
> 
> - If you selected **Yes** in the **Individual fields** field, a separate purpose field is shown in each contact type field group.
> - This field is only available if the **Address layout** is **Group**.
  7. Click **Next**.
11. Sub-task: Select the desired contact person information elements.
  1. If you add customer contact person information elements to the data entry workflow template step, these fields are always added:

You can add the **Phone** field to the data entry workflow step.

As a result, the '**Contact person contact information - Phone**' field group, with the **Phone** field, is added to the data entry workflow template step.

Select **Yes** in the **Phone** field.
    - Mandatory contact person fields.
    - Several contact person employment information fields.
  2. You can add the **Email** field to the data entry workflow step.

As a result, the '**Contact person contact information - Email**' field group, with the **Email** field, is added to the data entry workflow template step.

Select **Yes** in the **Email** field.
  3. You can add the **Fax** field to the data entry workflow step.

As a result, the '**Contact person contact information - Fax**' field group, with the **Fax** field, is added to the data entry workflow template step.

Select **Yes** in the **Fax** field.
  4. You can add the desired contact person address information fields to the data entry workflow step.

As a result, the '**Contact person address**' field group, with the selected fields, is added to the data entry workflow template step.

Select **Yes** in the **Address** field.

> [!NOTE]
> **Note**: If you select **Yes**, select the desired address fields in the next steps.
  5. In the **Available** list, select the desired contact person address elements for the data entry workflow template step.
  6. Click **Add** (->)
  7. Click **Next**.
12. Sub-task: Select the desired customer bank account information elements.
  1. If you add customer bank account information elements to the data entry workflow template step, the bank account grid is always added. The bank account grid has several general bank account fields to identify the bank account.

You can add bank detail information to the data entry workflow step.

Select **Yes** in the **Bank details** field.
  2. Click **Next**.
13. Click **Finish**.

> [!NOTE]
> **Notes**
> 
> Where desired, you can modify the generated data entry workflow template setup (see related articles). For example, you can:
> 
> - Select step fields from the desired pages.
> 
> **Note:** If you do so, in this case, the workflow document is not updated.
> - Add additional fields from the workflow document.
> - Add tab pages.
> - Move a field group to another tab page using the **Cut** and **Paste** options.
> - Set up conditions.

## Related

- [Edit step setup - Data entry](/edit-step-setup-data-entry.md)
- [Edit step tab pages - Data entry](/edit-step-tab-pages-data-entry.md)
- [Edit step field groups - Data entry](/edit-step-field-groups-data-entry.md)
- [Edit step fields - Data entry](/edit-step-fields-data-entry.md)
- [Multi-table grid in a data entry workflow](/multi-table-grid-in-a-data-entry-workflow.md)