Customer Card functionality on Business Central.

The Customer Card in Microsoft Dynamics 365 Business Central is a comprehensive tool for managing customer information and interactions. Here are the main functionalities available:

Creating a new customer card involves selecting a template or manually entering the necessary information. Templates can save time and ensure consistency across customer records.


1. General Information: This includes the customer number, name, balance, and total sales. It's the primary section where you can quickly see essential details about the customer.

2. Address and Contact: This tab holds the customer's address and contact information, such as phone numbers and email addresses.

3. Invoicing: Here, you can manage invoicing details like the tax registration number, tax liability, general business posting group, and customer posting group.

4. Payments: This section includes information about payment methods, payment terms, and reminder terms. It helps in managing how and when payments are made.

5. Shipping: This tab contains details about shipping, including ship-to codes and locations. It ensures that shipping information is correctly recorded and managed.

6. Statistics and Links: You can review various statistics and links for more detailed information about the customer's transactions and history.

7. General Information: This section includes the customer number, name, balance, and total sales. It's the primary area for quick access to essential customer details.

8. Address and Contact: Here, you can manage the customer's address and contact information, such as phone numbers and email addresses.

9. Document Layouts: Assign specific document layouts for different types of documents (e.g., invoices, reminders) to customize how documents are presented to the customer.

10. Prices and Discounts: Set up special prices or discounts for the customer based on specific criteria like item, quantity, or date.

11. Credit Limits and Warnings: Define credit limits and set up warnings for overdue balances, helping manage credit risk.

12. Salesperson Assignment: Assign a salesperson to the customer, facilitating better management of customer relationships.

These functionalities help streamline customer management, improve data accuracy, and enhance customer service.

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