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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Get customer balances ...
Small and medium business | Business Central, N...
Answered

Get customer balances from multiple companies

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Posted on by Wouter_Dunnes 57

Hi!

We utilize multiple business central companies (70+), which have a shared list of customers. Sales is being executed for all these companies by a centralized team. Is it possible for the sales team, when visiting a customer, to see outstanding balances etc across all companies? 

Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
I have the same question (0)
  • Verified answer
    Mohana Yadav Profile Picture
    Mohana Yadav 61,216 Super User 2026 Season 1 on at

    there is no standard way but you can achieve it with some customization

    https://yzhums.com/21252/

  • Suggested answer
    IB-29041624-0 Profile Picture
    IB-29041624-0 1,189 Moderator on at

    I think the best approach for this would be to export the data to a datawarehouse. Build a Power BI report on top of that DWH and make that report avalible where you need it in Business Central.

  • Wyndows Profile Picture
    Wyndows 20 on at

    Have a look at Sharperlight, a reporting solution for Business Central. It can synchronise multiple companies and tenancies into a BC centric data mart (SQL Server database), you can then query across multiple companies. Sharperlight has an add-in into Microsoft Excel but it sounds like you will be interested in its web reporting and dashboarding. It uses a delta sync to insert new and update existing records, so it doesn't reload data over and over again. Very easy to setup and you can control how it is deployed and secured.

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