web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
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

(0) ShareShare
ReportReport
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 61,214 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 1,187 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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 2,034 Super User 2026 Season 1

#2
YUN ZHU Profile Picture

YUN ZHU 1,199 Super User 2026 Season 1

#3
AndrewThomas81 Profile Picture

AndrewThomas81 1,080

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans