In Microsoft Dynamics 365 Business Central, the Item Categories feature is highly useful for grouping items and assigning attributes that can be inherited. This functionality significantly improves item classification, filtering, and reporting.
However, there is currently no equivalent feature for customers. Many organizations would benefit from the ability to group customers into Customer Categories, each with inheritable attributes (such as industry, region, loyalty tier, contact preference, etc.). This would allow better segmentation, targeted marketing, improved filtering in lists/reports, and cleaner data management.
Although we can simulate this with dimensions, configuration templates, or custom fields, these are not as intuitive or integrated as a native feature. A built-in solution would align with how item data is structured and make the platform more consistent and powerful.
Suggested features:
- Ability to define and manage Customer Categories
- Assign customers to a category
- Add attributes to each category
- Inherit those attributes into customer cards for filtering and analysis
This would be especially useful for businesses with large customer bases or those focused on targeted communication and analysis.
Thank you for considering this improvement!