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Small and medium business | Business Central, N...
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question from measure up - customer groups

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Posted on 30 Jan 2025 07:37:56 by 95
Hi Everyone, 
 
I am practicing for the MB-800 exam. And I got this question on the practice exam from measure up:
 
 
 
The answer was to block the junior and middle salespersons and remove limitations on the senior one.


But, does anyone know how to actually do it in business central?


Should I create customer groups as different dimensions and then somehow set a security filter on permissions?


I can’t find anything regarding customer groups and “segments” doesn’t seem right 🤷‍♀️
  • Verified answer
    Mustafa Omerbegović Profile Picture
    Mustafa Omerbegović 1,240 Super User 2025 Season 1 on 30 Jan 2025 at 11:26:20
    question from measure up - customer groups
    Hello,
     
    I want to add to this replay from Bilal that you can set your dimension by Account Type in Dimensions page and you will be sure that all your customers have appropriate dimensions defined.
     
     
     
    Greetings
  • Suggested answer
    Bilal Haider Profile Picture
    Bilal Haider 175 on 30 Jan 2025 at 10:18:27
    question from measure up - customer groups
    Dimension Combination serve the purpose here.
     
    Open Dimension combinations and then navigate to the field as below
     
     
    Then on clicking you get selection, use Limited 
     
     
    Click OK and then you will see LIMITED on the field.
     
    Now click on LIMITED again and press yes to see the combination of values. There you can block certain combinations, like I have blocked JO and MEDIUM.
     
     

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