---
title: "Codeunit 1381 Customer Templ. Mgt."
author: "Jonas Paprotka"
url: https://jonas-paprotka.de/ref/codeunit/1381-customer-templ-mgt/
type: codeunit
id: 1381
name: "Customer Templ. Mgt."
app: "Base Application"
namespace: Microsoft.Sales.Customer
versions: "17-28"
build: 28.5.54151.54365
source: "https://jonas-paprotka.de/ref/codeunit/1381-customer-templ-mgt/source/29/"
checked: 2026-09-20
subject: "Microsoft Dynamics 365 Business Central"
license: "Content © 2026 Jonas Paprotka. Quote freely with attribution and a link."
---

# Codeunit 1381 Customer Templ. Mgt.

Jonas Paprotka, https://jonas-paprotka.de/ref/codeunit/1381-customer-templ-mgt/

| | |
| --- | --- |
| App | Base Application |
| Namespace | Microsoft.Sales.Customer |
| Versions | 17-28 |
| Source file | Sales/Customer/CustomerTemplMgt.Codeunit.al |

## Procedures

| Name | Parameters | Returns | Access | Versions | Obsolete | Reason |
| --- | --- | --- | --- | --- | --- | --- |
| CreateCustomerFromTemplate | (var Record Customer, var Boolean) | Boolean | public | 17-28 | - | - |
| InsertCustomerFromContact | (var Record Customer, Record Contact) | Boolean | public | 17-20 | Pending 18.0 | Function is not used and not required. |
| ApplyCustomerTemplate | (var Record Customer, Record Customer Templ.) | - | public | 17-28 | - | - |
| SelectCustomerTemplateFromContact | (var Record Customer Templ., Record Contact) | Boolean | public | 17-28 | - | - |
| CustomerTemplatesAreNotEmpty | (var Boolean) | Boolean | public | 17-28 | - | - |
| InsertCustomerFromTemplate | (var Record Customer) | Boolean | public | 17-28 | - | - |
| TemplatesAreNotEmpty | () | Boolean | public | 17-28 | - | - |
| IsEnabled | () | Boolean | public | 17-28 | - | - |
| UpdateCustomerFromTemplate | (var Record Customer) | - | public | 17-28 | - | - |
| UpdateCustomersFromTemplate | (var Record Customer) | - | public | 17-28 | - | - |
| SaveAsTemplate | (Record Customer) | - | public | 17-28 | - | - |
| CreateTemplateFromCustomer | (Record Customer, var Boolean) | - | public | 17-28 | - | - |
| ShowTemplates | () | - | public | 17-28 | - | - |
| SelectCustomerTemplate | (var Record Customer Templ.) | Boolean | public | 18-28 | - | - |
| ShowContactConversionTemplatesNotification | () | - | public | 18-21 | Pending 19.0 | Will not be needed after customer template table will be removed. |
| OpenLearnMore | (Notification) | - | public | 18-21 | Pending 19.0 | Will not be needed after customer template table will be removed. |
| OpenCustomerTemplListPage | (Notification) | - | public | 18-21 | Pending 19.0 | Will not be needed after customer template table will be removed. |
| ApplyCustomerTemplate | (var Record Customer, Record Customer Templ., Boolean) | - | public | 19-28 | - | - |
| InitCustomerNo | (var Record Customer, Record Customer Templ.) | - | public | 20-28 | - | - |
| IsOpenBlankCardConfirmed | () | Boolean | public | 20-28 | - | - |
| FillCustomerKeyFromInitSeries | (var RecordRef, Record Config. Template Header) | - | public | 20-28 | - | - |
| CreateCustomerFromTemplate | (var Record Customer, var Boolean, Code[20]) | Boolean | public | 22-28 | - | - |
| ApplyTemplate | (var Record Customer, Record Customer Templ., Boolean) | - | public | 28 | - | - |

## Events

| Kind | Name | Parameters | Versions | Obsolete | Reason |
| --- | --- | --- | --- | --- | --- |
| Integration event | OnAfterIsEnabled | (var Boolean) | 17-28 | - | - |
| Integration event | OnApplyTemplateOnBeforeCustomerModify | (var Record Customer, Record Customer Templ.) | 17-22 | - | - |
| Integration event | OnBeforeApplyTemplate | (var Record Customer, Record Customer Templ., var Boolean) | 17-22 | - | - |
| Integration event | OnInsertCustomerFromTemplate | (var Record Customer, var Boolean, var Boolean) | 17-28 | - | - |
| Integration event | OnTemplatesAreNotEmpty | (var Boolean, var Boolean) | 17-28 | - | - |
| Integration event | OnUpdateCustomerFromTemplate | (var Record Customer, var Boolean) | 17-28 | - | - |
| Integration event | OnUpdateCustomersFromTemplate | (var Record Customer, var Boolean) | 17-28 | - | - |
| Integration event | OnSaveAsTemplate | (Record Customer, var Boolean) | 17-28 | - | - |
| Integration event | OnShowTemplates | (var Boolean) | 17-28 | - | - |
| Integration event | OnAfterCreateCustomerFromTemplate | (var Record Customer, Record Customer Templ.) | 17-28 | - | - |
| Integration event | OnBeforeSelectCustomerTemplate | (var Record Customer Templ., var Boolean, var Boolean) | 17-28 | - | - |
| Integration event | OnBeforeSelectCustomerTemplateFromContact | (var Record Customer Templ., Record Contact) | 18-28 | - | - |
| Integration event | OnAfterFillFieldExclusionList | (var List) | 18-28 | - | - |
| Integration event | OnAfterApplyCustomerTemplate | (var Record Customer, Record Customer Templ.) | 19-28 | - | - |
| Integration event | OnBeforeCreateCustomerFromTemplate | (var Record Customer, var Boolean, var Boolean) | 19-28 | - | - |
| Integration event | OnBeforeUpdateFromTemplate | (var Record Customer, var Boolean) | 19-28 | - | - |
| Integration event | OnBeforeUpdateMultipleFromTemplate | (var Record Customer, var Boolean) | 19-28 | - | - |
| Integration event | OnBeforeCreateTemplateFromCustomer | (Record Customer, var Boolean) | 19-28 | - | - |
| Integration event | OnBeforeGetUpdateExistingValuesParam | (var Boolean, var Boolean) | 19-28 | - | - |
| Integration event | OnApplyTemplateOnBeforeCustomerModify | (var Record Customer, Record Customer Templ., Boolean) | 23-28 | - | - |
| Integration event | OnBeforeApplyTemplate | (var Record Customer, Record Customer Templ., var Boolean, Boolean) | 23-28 | - | - |
| Integration event | OnBeforeOpenBlankCardConfirmed | (var Boolean, var Boolean) | 23-28 | - | - |
| Integration event | OnCreateCustomerFromTemplateOnBeforeInitCustomerNo | (var Record Customer) | 24-28 | - | - |
| Integration event | OnCreateTemplateFromCustomerOnAfterInsertTemplateFromCustomer | (var Record Customer Templ., Record Customer) | 25-28 | - | - |

## Source

Symbols: Microsoft.BaseApplication.symbols.437dbf0e-84ff-417a-965d-ed2bb9650972, https://dynamicssmb2.pkgs.visualstudio.com/DynamicsBCPublicFeeds/_packaging/MSSymbols/nuget/v3/index.json, highest build per major on 2026-09-20.
AL source 29: https://github.com/microsoft/BCApps, MIT, releases/29.x at a66254c3b8b5bb1cea290dc8f9d097aec4381153.

Jonas Paprotka, 2026-09-20.