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Block a customer

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Posted on by MS-30040609-0

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Hi all,

Does anyone know if it is possible to block a customer automaticlly?

If so, how?

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Steven Renders 5,045 Super User 2024 Season 1 on at

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Block a customer

Maybe this helps?

Workflows in Dynamics 365 Business Central - Business Central | Microsoft Learn
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keoma99 44 on at

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Block a customer

use power automate for that or an extension developed by your bc partner.

please confirm the questions who helped you.
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YUN ZHU 71,471 Super User 2024 Season 2 on at

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Block a customer

Hi, unfortunately, as far as I know, the standard can't do that.
You could start by determining what conditions you need to auto-block customers on and then discuss with your partner about adding some customization.

Thanks.

ZHU
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Inge M. Bruvik 32,746 Super User 2024 Season 1 on at

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Block a customer

Not possible unless you make a customization or use f.ex. Power Automate to do it.

You can however assign a credit limit to a customer so no new orders or invoices can be posted as long as the credit limit is exceeded.

You can read more about credit limits here:

https://learn.microsoft.com/en-au/dynamics365/business-central/sales-how-register-new-customers?WT.mc_id=email&sharingId=DX-MVP-5005315

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