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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / See Customer Posting G...
Small and medium business | Business Central, N...
Answered

See Customer Posting Group from Contacts?

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Posted on by RonaldUSA 5

Is it possible to view a Customer's Customer Posting Group or Customer Disc. Group from viewing all the contacts? Looking for a report or if this might have to be done in Power BI. I know I can go to the contact card and go to the related customer, but I need a list or bulk way to view all the contacts and what their Customer Posting Group is.

  • Suggested answer
    Francisco Bedolla Profile Picture
    Francisco Bedolla 1,125 on at

    No, those fields resides in the customer table, you can extend the contact table adding lookup fields and the add the new fields in a new extension page for the contact list

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 103,672 Super User 2026 Season 2 on at

    Hi, As mentioned by Francisco, this has to be customized.

    And the Contact and Customer tables are not directly related, you need to refer to an intermediate table Contact Business Relation (5054).

    pastedimage1655423766484v1.png

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,613 on at

    Hi

    The other method is to publish page 5602 (Business Relation Contacts List), Page 5050 ( Contact Card), and Page 21  (Customer Card) as a web service and use Excel to create such a report. Or use as Power BI as you mentioned

    archerpoint.com/.../

  • RonaldUSA Profile Picture
    RonaldUSA 5 on at

    Thank you all!

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