Skip to main content

Notifications

Microsoft Dynamics RMS (Archived)

Global Customers to Local Customers

Posted on by 85

So we originally had HQ and multiple stores we are now down to only one store and do not need HQ anymore is there a way to change the Global customers to Local customers without loosing what is in there account ex what they owe now?

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Global Customers to Local Customers

    My follow up question is what do you do IF the customer will keep HQ in place and use it to manage more than 1 location however they no longer want to have global customers?

    What are the steps to convert all those customers to local, manage them at each and still have HQ in place?

  • TimB Profile Picture
    TimB 1,175 on at
    Re: Global Customers to Local Customers
    Run the following query in store operations administer. That will update all customers in the db to local customers. update customer set globalcustomer = 0 Run all my query suggestions at your own risk!
  • Gilbert Khayat Profile Picture
    Gilbert Khayat 3,252 on at
    Re: Global Customers to Local Customers

    If the customer is already in the SO just go the customer properties > customer options and then uncheck customer global customer.

    hope that will solve your issue.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Complete!

🔔 Be sure to subscribe to the new forums you are interested in to stay up to date! 🔔

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,902 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,336 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans