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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Merging duplicate cust...
Small and medium business | Business Central, N...
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Merging duplicate customers

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Posted on by cness 69

Is there a way to merge duplicate customers and retain buying histories of both when doing so?

TIA!  

I have the same question (0)
  • mcons Profile Picture
    mcons 390 on at

    We have a utiltity that can do that.  It is based on phone number.  If you want to do it via SQL you will need the ID of the entry you want to keep.    in SQL run a query like this:   Select ID, LastName, FirstName, PhoneNumber from Customer;    You can then identify the ones you want to keep and do another SQL to update the CustomerID in the Transaction table like this:

    Update Transaction Set CustomerID = 99999 where CustomerID = 12345;   (Substitute 99999 with the one you want to keep and substitute 12345 with the old one).   

    There are a number of different ways to do that, but that will work. 

  • ToddB Profile Picture
    ToddB on at

    Hi cness.

    Thank you for posting your question about merging customers; and thank you Mark for posting that you have a utility for merging customers.

    Depending on whether HQ is being used or not, determines the steps needed to merge customers without causing other issues within the system.

    There are a number of tables, besides transaction, that need to be considered when merging customers:

    ShipTo

    TransactionHold

    Order

    Journal

    Transaction

    NOTE: If there are ARs/Payments care must also be taken after fixing data in these 2 tables:

    AccountReceivable

    Payment

    In addition, one of the merged customer records should be removed so that it can no longer be used.

    The steps to perform the customer merge are not something that can be posted as they may need to be adjusted depending on your situation; and if you need assistance from Microsoft please open a new support incident.

    NOTE: Always make a backup before running any update, delete or insert scripts.

    _______________________________________________

    NOTE: Mainstream support for Microsoft Dynamics RMS 2.0 ended on July 10, 2016; and extended support ends on 7/13/2021:

    community.dynamics.com/.../microsoft-dynamics-rms-2-0-mainstream-support-discontinuation-july-10-2016

    support.microsoft.com/.../search

    pastedimage1611159999228v1.png

    This is less than 6 months from now; and you can continue using RMS after this date but technical support will not be available.

    I would recommend checking with your partner in regard to what they may recommend as a replacement system after the extended support end date.

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