Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Answered

Link Customer Party Number to Customer Account Number

Posted on by 751

Hello,

When you import customers, D365 will add a party number for every customer in Global Address Book.

To import contacts for a customer, AssociatedPartyNumber in Contacts V2 should be filled.

Now, how to link customer Account Number with Party Number, as in Global address book we have only names and party number:

The issue is, if we duplicates names with customers but with different zip code, vlookup will not work.

Any idea?

BR,

David

  • David Tailor Profile Picture
    David Tailor 751 on at
    RE: Link Customer Party Number to Customer Account Number

    Thanks Christoph!

    BR,

    David

  • Suggested answer
    Rahul Mohta Profile Picture
    Rahul Mohta 21,014 on at
    RE: Link Customer Party Number to Customer Account Number

    user field PARTYNUMBER

    on customer v3 data entity

  • Suggested answer
    Christoph Thaler Profile Picture
    Christoph Thaler 5,442 on at
    RE: Link Customer Party Number to Customer Account Number

    Hi David,

    You will find the link from Customer to Party in the Customers V3 (if you run an older version of D365 it is Customers V2) entity.

  • Verified answer
    Christoph Thaler Profile Picture
    Christoph Thaler 5,442 on at
    RE: Link Customer Party Number to Customer Account Number

    Hi David.

    So you need the PartyID of the customer record. You can retrieve the "Customers V3" entity. In here you will have the customer ID, customer name,... as well as the "PARTYNUMBER". So you can use vlookup to get the needed information. You just need a list of contact and customer.

  • David Tailor Profile Picture
    David Tailor 751 on at
    RE: Link Customer Party Number to Customer Account Number

    let me give an example to clarify more:

    Once i imported customers: D365 insert records in global address book.

    i have noticed that there are duplicates in names of customers.

    so in result i have the following:

    pastedimage1587543016616v2.png

    please note that Names are identical but those are different customers.

    How to know: every customer account number is linked to which party id?

    Hope this is clear enough.

    BR,

    David

  • David Tailor Profile Picture
    David Tailor 751 on at
    RE: Link Customer Party Number to Customer Account Number

    Hi Christoph,

    i need the AssociatedPartyNb for contact:

    Party id i have it from global address book.

    BR,

    David

  • Suggested answer
    Christoph Thaler Profile Picture
    Christoph Thaler 5,442 on at
    RE: Link Customer Party Number to Customer Account Number

    Hi David,

    unfortunately your problem is not 100% clear to me. Do you need the party id from the customer or the party id from the contact? You write your have to link the customer account number with the party number or do I miss understand something?

    In the global address book you can filter the records based on the role. So you can filter for just customers or just contacts. Does this help to 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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Complete!

🔔 Be sure to subscribe to the new forums you are interested in to stay up to date! 🔔

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,902 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,302 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans