Skip to main content
Business Central forum
Suggested answer

Make Customer/Vendor Name unique

editSubscribe (0) ShareShare
ReportReport
Posted on by 190

H there,

I'm trying to avoid duplicate "name" for Customer table is Business Central, is it possible to do it by set up?

  • Ming Chen Profile Picture
    Ming Chen 190 on at
    RE: Make Customer/Vendor Name unique

    Hi Josh, thank you for reply.

    Because the No. field is not in Dataverse's account table, I'm not able to get the account record in Power Automate using customer's No..

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,131 on at
    RE: Make Customer/Vendor Name unique

    only the "No." field is checked for duplicates as standard. If you happen to find duplicates though you can merge them to one record later: docs.microsoft.com/.../sales-how-merge-duplicate-records

    In the contacts area there are more standard tools to duplicate searching - however they are retrospective not as you key in.

    This could be a good use case for approvals

Helpful resources

Quick Links

What Motivates a Super User?

We know many of you visit the Dynamics 365 Community and Power Platform…

Demystifying Copilot with Sundar…

Industry experts answer burning questions directly from our amazing Community…

Enabling Copilot Case and Conversation…

Agents can easily recap an ongoing chat, transcribe a voice conversation…

Leaderboard

#1
Andre Arnaud de Calavon Profile Picture

Andre Arnaud de Cal... 282,978 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 222,562 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,138

Product updates

Dynamics 365 release plans