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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Unable to change Custo...
Small and medium business | Business Central, N...
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Unable to change Customer name

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Posted on by Arjunsaxena 5
Hi Members,
 
BC User can change customer name, but it gets reset after some time. User have permission to modify Customer table. If we assign D365 Full access (default) permission to user, He can edit the customer.
What permission should we assign to him to change customer name?
 
Regards,
Arjun
Categories:
Business Central
Business Central
Business Central
  • Community member Profile Picture
    Community member 2 on at
    Unable to change Customer name
    Do integrations like Shopify or Datavserse often cause disruptions? 
     

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,565 Super User 2024 Season 2 on at
    Unable to change Customer name
    Hi, you may consider customization, or solutions from other partners.
    For example,
     
    In addition, there is a simple way starting from BC23, but users can also open it themselves, but I think this should solve many problems.
    Business Central 2023 wave 2 (BC23): Customize field editability from UI (Lock editing & Unlock editing)
     
    Hope this helps as well.
    Thanks.
    ZHU
  • Suggested answer
    TeddyH Profile Picture
    TeddyH 12,868 Super User 2024 Season 1 on at
    Unable to change Customer name
    If the user doesn't get an error message when changing the customer name, it's possible that there is an integration that updates back the Customer name from other source (such as CRM).
  • Suggested answer
    Ben Baxter Profile Picture
    Ben Baxter 4,915 Super User 2024 Season 2 on at
    Unable to change Customer name
    I would second Kaspars point that records in BC do not get reset on their own.  Once a change is made, it is saved in the system.  You likely have an integration that is updating the Customer Name from a secondary data source.  You either need to make your integration bi-directional, so the change in BC gets pushed to the other data source OR update the data in the other data source as well so it doesn't get pulled back into Business Central.
     
    Best Regards,
    Ben Baxter
    Accent Software Inc
  • Suggested answer
    KasparsSemjonovs Profile Picture
    KasparsSemjonovs 3,926 Super User 2024 Season 2 on at
    Unable to change Customer name
    User needs to have Modify permission to table 18 - Customer.
    Then he can change the name. 
     
    Not sure what You mean with it gets Reset after some time? maybe You have some integration like Shopify or Datavserse, where the wrong name is, and it gets pushed to BC ?

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