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Microsoft Dynamics AX (Archived)

How to get list of customers within specific operating unit

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Posted on by 507

Dear All,

I need list of customers created for a specific business unit.

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I have the same question (0)
  • Martin Dráb Profile Picture
    239,274 Most Valuable Professional on at

    That's nice. And what do you need from us?

  • André Arnaud de Calavon Profile Picture
    304,348 Super User 2026 Season 1 on at

    Hi Safeer,

    If you have setup a (financial) dimension or customer group/classification group, representing the business units, you can use it for filtering on reports.

  • Safeer PS Profile Picture
    507 on at

    Let me try

  • Safeer PS Profile Picture
    507 on at

    which report will gave me the list of customers created for specific BU.

  • Community Member Profile Picture
    on at

    My friend you can use this report

    AR - Reports -  Customer - Customers or customer Base data

    don't forget to make filter for business unit

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Safeer PS,

    You can use the customer base data report.

    This Report allows you filtering by business unit and provides you all customer that are created for a specific BU.

    It is, however, not a list but more a summary report but just take a look yourself.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    on at

    Hi Ludwig

    it will be as summary if you export to Excel than make column filter in Excel for Customer Account

    Thanks

  • Safeer PS Profile Picture
    507 on at

    In my Customer base data report customer does not have values for BU. I think BU dimension does not linked to customer at time of creation.

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Safeer PS,

    Do I understand you correctly that you want to have a list of your customers that currently have a specific business unit assigned?

    Or are you interested in a list of your customers that ever had a specific business unit assigned but might now have a different one assigned?

    Best regards,

    Ludwig

  • Safeer PS Profile Picture
    507 on at

    Currently I took from sales order list and filtered for specific BU.

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