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customer list from Business Central with the full address.

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Posted on by LesleyKBF

Hi, Does anyone know how I can pull a customer list from Business Central with the full address and company reg numbers, along with the payment terms etc?

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Dynamics 365 Business Central

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Rbansode 5 on at

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As those are pre-existing fields on the Customer table, you can use the "Personalize" functionality, if you're working with Production, or if you're working in Sandbox, then you have the option to use "Personalize" or "Designer" functionality. Add the fields to the Customer List page and adjust the width as required.

Personalize:

docs.microsoft.com/.../ui-personalization-user

Designer:

docs.microsoft.com/.../devenv-inclient-designer

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LesleyKBF 5 on at

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Thanks, but the options for the address was not available in the personalize section on the customer screen?

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Community Member on at

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Lesley,

Have you looked at the Customer Listing report? Try this one.

Hope this helps.

Thanks,

Steve

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Rbansode 5 on at

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Hi Lesley,

If you want to see the fields in the "Customer List" itself, you can do the following:

1. Create/Go to Sandbox,

2. Using the designer add the fields on the Customer List

3. Download the extension file (*.app)

4. Install that extension in the "Production" environment.

If you require it in a report, then I believe Steven has given a great suggestion.

Good luck!

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LesleyKBF 5 on at

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Thanks Steve, I did see that report.

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LesleyKBF 5 on at

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Thanks for your help, appreciate it. Will try the sandbox suggestion

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