Skip to main content
Post a question

Notifications

Community site session details

Community site session details

Session Id : Z6qXmCgTx9OkK+9tkMosJ0
Microsoft Dynamics RMS (Archived)

Global Customers to Local Customers

Like (0) ShareShare
ReportReport
Posted on 31 Aug 2010 11:07:51 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

  • Goloknath Profile Picture
    on 05 Jun 2014 at 17:58:30
    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
    1,175 on 04 Sep 2010 at 16:31:12
    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
    3,254 on 31 Aug 2010 at 18:20:34
    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

🌸 Community Spring Festival 2025 Challenge 🌸

WIN Power Platform Community Conference 2025 tickets!

Jonas ”Jones” Melgaard – Community Spotlight

We are honored to recognize Jonas "Jones" Melgaard as our April 2025…

Kudos to the March Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 293,693 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 232,672 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,158 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans
Loading complete