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.
Adding a new licensed user isn't hard to do within Business Central (BC). Prerequisite: license is purchased and available to assign to user. You also must me an Internal Admin or have proper security within BC to complete these tasks. Microsoft 365 admin center Assign BC license to user. Dynamics 365 Business Central Navigate to Users page. Select Process > Update users from Microsoft 365 Update users from Microsoft 365 > Next Update users from Microsoft 365 > Next Update users from Microsoft 365. Review the updates within this window and click finish. Version: US Business Central 22.1 (Platform 22.0.58213.0 + Application 22.1.55890.56216) Written by: Kristen Hosman, Microsoft MVP
This blog is inspired by something I just learned from James Bowles . Scenario: I have a General Journal with multiple lines and only want to post certain transactions/lines. In my example I am going to filter on the Posting Date field so only the 04/30 transaction is posted. Once the posting is completed you will see the remaining lines in the journal. Review the General Ledger Entries and you see only entry posted was the 04/30. Written by: Kristen Hosman, Microsoft MVP
Disclaimer provided by Microsoft The checklist is designed to assist customers in onboarding companies to Business Central and assist Partners in the selling process by highlighting features to explore from the checklist. Microsoft relies on partners to bring the relevant checklist items for a given customer if they think the default ones will not suffice, which in most cases they will certainly not. The very first default checklist item for Business Manager in non-evaluation companies is the "Company details" task, whose purpose is to open a wizard and guide users through/check if their company name is correct. This wizard has a long history in the product and has previously served multiple purposes. One of these, importing of configuration packages when having created a new company, under certain circumstances. A bug caused this code path to be reached for one of my clients. It's important to know that the Microsoft has fixed this bug in the wizard, and the fix is in
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