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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Customer Acquisition B...
Small and medium business | Business Central, N...
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Customer Acquisition Best Practice in BC

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Posted on by MahGah 15,433

Hi

Let say we have customer A, B, C in BC. Then customer B acquires customer A. Now what is the best practice method here? 

1) Should we leave Customer A as is and just use Privacy Block (as an example) to not use it any more? 

2) Should we Merge Customer A into Customer B? 

3) any other suggestion 

This was just an example because recently we see a lot of this activity (like 20 or 30 per months) and after a while we will have many inactive customers because of acquisition. 

Any idea, suggestion will be greatly appreciate it. 

Thanks 

  • MahGah Profile Picture
    MahGah 15,433 on at
    RE: Customer Acquisition Best Practice in BC

    Hi Mr Zhu

    I cannot thank you enough for this suggestion. I have another challenge which is exactly similar to what you have described. This helped me to solve that challenge. It was a great help. Thank you so much.  

    Regards

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 76,009 Super User 2024 Season 2 on at
    RE: Customer Acquisition Best Practice in BC

    This may not be quite the same as what you are looking for. Just adding some information
    In Japan and China, some customers have the concept of end-user, that is, they sell to Customer A, then Customer A sells to Customer B and Customer C. Some client want to manage the end-user data in the BC when they don't deal directly with the end-user. (Customer A is willing to provide this information, or Customer A is your affiliate)

    We created a new master table under the customer, for example, End-User, and then associate it with SO, SI and other records.

    Hope this info will help.

    Thanks.

    ZHU

  • MahGah Profile Picture
    MahGah 15,433 on at
    RE: Customer Acquisition Best Practice in BC

    Thank you

  • Dallefeld Profile Picture
    Dallefeld 169 User Group Leader on at
    RE: Customer Acquisition Best Practice in BC

    I do believe you are correct.

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,433 on at
    RE: Customer Acquisition Best Practice in BC

    Thanks Kim for information

    One last question. if we merge than all history of customer A will transfer to customer B? even all ledger entries and SO? Then in the future do we have a way to know which transaction belongs to which customer?

    Thanks

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 169 User Group Leader on at
    RE: Customer Acquisition Best Practice in BC

    Oh I see, I think this is on a case by case basis. If you are trying to compare year of year sales, then merging makes sense. There could be a reason to leave them separate but mostly we see accounts merged.

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,433 on at
    RE: Customer Acquisition Best Practice in BC

    Hi Kim

    Thank you. Yes I am aware of that. But I am not sure of the best practice. I mean should I merge them or should I keep them separately? Based on your experience which method is better?

    Thanks

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 169 User Group Leader on at
    RE: Customer Acquisition Best Practice in BC

    Have you tried the Merge feature?

    docs.microsoft.com/.../sales-how-merge-duplicate-records

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