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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / Customer Merge
Microsoft Dynamics RMS (Archived)

Customer Merge

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Posted on by Jim Gwinner 100

Hello,

 

Is there anyway to merge duplicate customer information in RMS and retain the history of both ??

Thanks 

 

Jim

*This post is locked for comments

  • TimB Profile Picture
    TimB 1,175 on at
    Re: Customer Merge
    Hi, We are merging customers quite often and have developed an addon to fulfill this purpose. The addon requires access only to the HQ database. Contact me if you're interested. Select "Webmaster" in the type field at www.midweststeel.bz/contact to contact me directly. Regards, Tim
  • Gilbert Khayat Profile Picture
    Gilbert Khayat 3,252 on at
    Re: Customer Merge

    yes i had this problem before the only way you can solve it is through SQL. let me know if you need more details.

  • Ryan Sakry Profile Picture
    Ryan Sakry 3,425 on at
    Re: Re: Customer Merge
    Though Mohammed is correct, some plug-ins could potentiality have bugs, you have several advantages of going through a company that just develops RMS Ad-dins. These include time spent with quality assurance teams, field testing the product with other customers, intimate knowledge of not only SQL and Programming, but RMS and how it works.
  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Customer Merge

     I think addons may cause some problems at databases (stores and HQ),

    you need SQL freelance that professionally end your problem (also he must knew all information posted at databases for any customer's action).

     

    Mohammed El-Qadi

    http://www.fact.fm/viewforum.php?f=30
  • LanceM Profile Picture
    LanceM on at
    Re: Customer Merge
    V.I.P. Zone is an add-on that I've been using for years and it works great. You can see it at: http://digitalretailer.com/rmsaddins/index.htm
  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Customer Merge

    This is something that would have to be done on a sql level.  If this is something that happens often then you will need a custom addon that would resolve this for you. If this is only for a single customer then you get away with the sql query method, but this is rather involved because of the amount of tables and entries that would need changed.

    Ed Boyer

  • Ryan Sakry Profile Picture
    Ryan Sakry 3,425 on at
    Re: Customer Merge
    Jim, Nothing out of the box. If this is something you are interested in, please shoot me an email or give me a call and we can discuss what it would take to make this happen.

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