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
Voiding a check in Dynamics 365 Business Central is easy. Follow the steps below. Search for Check Ledger Entries window Search for check number you wish to void Select Process > Void Check Type of void: Unapply and void check - if the check is applied to an invoice select this so the invoice can be repaid after the check is voided. Void check only - if the check was printed but not applied to an invoice then you can select this.
Comments