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 attended While 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
Being able to purchase completely blank check stock for Microsoft Dynamics 365 Business Central (BC) is a plus, however you'll have to know how to configure the system so the MICR line prints on the check stock. Microsoft added the MICR checks functionality in early 2020 and using it can be a challenge to use if you're not familiar with modifying layouts in BC. I'll walk you through the process of being able to use this functionality. I will be showing you how to do this within my Production environment test company. I will then show you how to update your production company once you've completed your configuration and modified the check layout. You should also test within a test company and test with your bank prior to updating in production company. If you're only modifying check layout and not using MICR line then you should be ok not testing with your bank first. Bank Account Card First step is adding the bank account and transit numbers to the bank account ca
Community Summit North America is set to kick off next week October 7-9, 2020. Community Summit is one of my favorite conferences of the year. This year is sure going to be different since it's going to be held virtually. Not being able to hug my friends and meet many others in person is going to be the hardest part of attending virtually for me. Please give us speakers grace and know that we have all prepared for countless hours to present; however presenting virtually is going to be such a different experience since we won't get to see all your smiling faces in the crowd! Community One of the biggest things about Community Summit is the "community." Each UG has their own community, but lately the lines are becoming more blurred. Since Microsoft has introduced the Power Platform and it's capabilities across all Dynamics products, I've been able to learn from many other community users, consultants, and MVPs. Bringing people together and being able to lear
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