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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Make Customer/Vendor N...
Small and medium business | Business Central, N...
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Make Customer/Vendor Name unique

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Posted on by Ming Chen 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 46 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

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