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Finance | Project Operations, Human Resources, ...
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Change existing customer type from person to organization

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The only instructions I'm finding for this is with the old version of Dynamics. I'm trying to do this on 365 and I can't figure it out. The older instructions don't line up with the available options in 365.

To be clear, I have existing customers. I need to change some of them from Person to Organization.

Please and Thank You.

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  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    14,608 Super User 2025 Season 2 on at
    RE: Change existing customer type from person to organization

    Hi Adweno,

    Andre has already addressed a solution. In a case that you have one part with "Person" type, you need to create a new part first with "Organization" type in Global address book, then you can change the party id for the customer and vendor from the Person PartyID to the Organization PartyID via "Change party association" function.

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    297,200 Super User 2025 Season 2 on at
    RE: Change existing customer type from person to organization

    Hi Adweno,

    Can you tell which older instructions you found and why they don't match with Dynamics 365? I wrote a blog in the past. Changing customer from organization to person in AX 2012 - Dynamicspedia

    This is still working the same in Dynamics 365. The menu item for changing the party association is now on another place, see picture below.

    2021_2D00_10_2D00_14_5F00_08_2D00_29_2D00_30.png

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