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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!

Category: Sales
STATUS DETAILS
New

Comments

A

The obvious extension to Item Category Codes (which can be assigned hierarchically), are Item Attributes. These naturally allow for custom categorization of items. Consider fasteners as and item category parent with nuts, bolts and washers as item category codes. Item attributes for washers might be material, thickness, inner diameter and outer diameter. Users set up the custom attribute Material with a drop-down list of options, Thickness, ID and OD would be specified as decimals. This is built-in behavior.All MS needs to do is add attributes to the other master records like Contacts, Customers and Vendors and we're there.

Category: Sales

A

Customer Attributes could also be used in Sales Orders. As an example i sell fertilizers and i need to see what crops a customer grows so that i can upsell other items for his crops. If the FactBox on the sales order showed customer attributes i could see what crops he grows and then if i could search by attributes then i could find all items that are suitable for that crop. So item attributes in the factbox would also be a good idea.

Category: Sales