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Merge Duplicates - Permission Set

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Posted on by Jritz

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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

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Dynamics 365 Business Central

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Maylon Perez 32 on at

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Merge Duplicates - Permission Set

I am still facing a similar issue. I have SUPER permissions assigned and I am still getting the below permission error message when I click on Merge:

I have uninstalled all the third-party extensions and even created a custom permission and I have created new permissions set and included this permission (TableData 110) and other ones related to sales shipment.

The issue persist.
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Jun Wang 7,681 Super User 2025 Season 1 on at

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Merge Duplicates - Permission Set

you could check if any customized user permission sets were assigned to the user that exclude the access to tables that are required for the merge.

Or you could test in a straight out of box database on a user ideally without customized permissions, I guess it should work.

Jun Wang
Jun Wang 7,681 Super User 2025 Season 1 on at

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Merge Duplicates - Permission Set

you are doing the right thing. not sure why the out of box permission set fails to work.

Jun Wang
Jritz 287 on at

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Merge Duplicates - Permission Set

If anybody has run into this issue or knows of another standard permission set we would've needed to avoid this problem, please let me know!

Thanks!