There are times where users will create a duplicate customer that then needs to be merged together with another customer. If the duplicated record doesn't have any open or historical transactions then the easy thing would just be delete the duplicate, however if there is already transactions created then you'll have to merge the two records.
To merge two customers in Dynamics 365 Business Central you'll first have to locate the two customer cards. In my case I have Trey Research duplicated as shown below.
Since customer '10000' is the one I want to keep I'll open that customer card and navigate to Actions > Functions > Merge With. Note that only users with the Merge Duplicates permission set can use this functionality.
Within the Merge Duplicate window you will populate the Merge With field with the vender you'd like to merge with. Next step is to review the data and decide if you'd like to override the data with the Merge With customer. Once you've completed your review you can click Merge to complete the customer merge.
DynamicsCon is a first-of-its-kind, free virtual learning experience for Microsoft Dynamics 365 (D365) and Power Platform users and professionals. Although it came out of the blue it was put together by a stellar team and it was highly successful in my opinion. In my opinion this event was successful because there was a need in the Dynamics community for high quality, free learning. DynamicsCon required all sessions to be prerecorded, and on top of that there was a live chat during every session where the presenter could interact with the audience. This was very new and very exciting for the attendees, especially during this world where all conferences are being cancelled or switched to virtual. Sessions I attendedWhile there were several sessions within the Dynamics 365 Business Central track I only attended day 1 for the functional sessions. Below is a list of the sessions I attended. I've been consulting for D365BC for three years now and I was able to learn so much from each o…
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My story isn't that different from other MVP's in the sense that we all love our jobs and we love helping the community. It's been a personal goal of mine since 2019 to get a nomination and it wasn't until February 2020 that I actually wrote "Goal MVP" on the board in my office. I decided early on that I was never going to ask an MVP to nominate me because deep down I wanted someone to see the hard work I was putting into presenting at conferences, blogging, and the passion I had for the Microsoft Dynamics community. After all my whole career is based on people believing in me and giving me a chance to do something I've never done before. First job - proc…
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