We recently worked with a client that needed to perform the task of merging duplicate customers in Microsoft Dynamics Business Central. Typically, this process is performed by navigating to a customer card and taking the Merge with option found in the home tab. There is a permission required to perform this action, appropriately named merge duplicates that can be assigned to users.
However, even when assigning this permission set to users attempting to perform this task, they were met with an error message!
After revisiting configurations and user permission sets and coming up empty, we lodged a support ticket with Microsoft. Their suggested solution after investigating was to assign the SUPER permission set to the users in question. However, you can imagine this suggestion was met with trepidation. This being the case, we decided to make a custom permission set using a somewhat hidden feature of Business Central; the ability to record permissions when performing a task.
To do this we created a new empty permission set. Opened a new tab in the same environment. From the previous tab with the permission set, navigated to Actions, Record Permissions, Start. In the new tab we performed the desired actions, navigated to a customer card, took the merge with option, and merged the customer with another. Once this task was completed, we hit the stop button on the permission set. This left us with a custom permission set that has only the permissions required to merge duplicates. Hope this helps.
Merge with
Error
Thanks,
Josh R
