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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...
Answered

Customer Acquisition Best Practice in BC

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Posted on by MahGah 15,613

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 

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 235 User Group Leader on at

    Have you tried the Merge feature?

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

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,613 on at

    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 235 User Group Leader on at

    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 15,613 on at

    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

  • Dallefeld Profile Picture
    Dallefeld 235 User Group Leader on at

    I do believe you are correct.

  • MahGah Profile Picture
    MahGah 15,613 on at

    Thank you

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 103,644 Super User 2026 Season 2 on at

    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 15,613 on at

    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

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