I've found a way to merge Global Customers in HQ using an SQL script from MS. However, what happens at the store level once the customers are merged at HQ?
Do I also need to run a script in the stores to merge the customers, and remove the old customer account?
Have you reviewed this guide for merging customers?
How to merge two records for the same customer in Microsoft Dynamics RMS Headquarters
Thanks. That's where I got the original SQL from; however the SQL is wrong.
If you run that, the merge works but the total sales is wrong - it shouldn't include sales tax, so the total sales tax needs to be deducted from the total sales before updating the customer record.
I eventually just modified the SQL and used a script to identify and merge customers. I also added an SQL SP to merge the customers at the store level ((triggered by an SQL worksheet), but that resulted in a few problems that I had to correct at HQ (the total visits and total sales went negative for the merged customer.) But none of these were major problems - I would just rerun the total sales and total visit update again.
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