Get customer balances from multiple companies

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Posted on by Wouter_Dunnes

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?

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Dynamics 365 Business Central

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Wyndows 20 on at

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RE: Get customer balances from multiple companies

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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Inge M. Bruvik 1,021 Moderator on at

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RE: Get customer balances from multiple companies

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.
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Mohana Yadav 60,209 Super User 2025 Season 1 on at

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RE: Get customer balances from multiple companies

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

https://yzhums.com/21252/