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Custom Report with Customer data including address, phone, email, and transactional data?

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Posted on by cness

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Does anyone have a report like this? Greatly appreciated if so!

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Microsoft Dynamics RMS

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Valentin Castravet 24,793 Super User 2024 Season 2 on at

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Custom Report with Customer data including address, phone, email, and transactional data?

I agree with Yun Zhu, configuration packages would be the fastest way.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
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YUN ZHU 73,565 Super User 2024 Season 2 on at

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Custom Report with Customer data including address, phone, email, and transactional data?

If you just want this data, it is recommended to export it using Configuration Package, which will be faster.

More details: Dynamics 365 Business Central: How to Export and Import Data (Using Configuration Packages)

https://yzhums.com/4286/

Thanks.

ZHU
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Khushbu Rajvi. 4,553 on at

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Custom Report with Customer data including address, phone, email, and transactional data?

Hope this helps: https://learn.microsoft.com/en-us/training/paths/build-reports/

You can Add address, phone and email in the report. By customizing existing report you can achieve this.

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