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Hi,
As I was going through the list of customers in AX 2012 R3, we found that there are multiple duplicate customer records with different customer account. For example: Customer "Paul Johnson" is having 7 accounts in AX with 7 different customer account - now this accounts were created way back when we were new to AX (in the year 2012) and still learning did not realize about all this issues.
Is there a way where we can have only one account for Paul Jackson - but the issue here is some have some data and the other have other data. Instance, Account # 123 will have Paul's email address, whereas Account # 456 will have Paul's telephone number and not the email address. Is there a way to merge all the information of the seven accounts into one.
But this is just one example I have about 2 million of the customers sitting in AX - which is an issue (may be performance, send emails, etc.). Please guide me with your feedback - thanks.
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Hi,
Have you checked the following: technet.microsoft.com/.../dn497831.aspx
I think this is worth a try. We had requirement of customer merge in AX 2012 and it was possible. We did this before R2 release.
Thanks,
Pranav
Hi D_Meethu,
It is not possible to merge customer records. You can "close" duplicates from being used in future. If customers don't have transactions you can delete some customers.
It would be possible to write a script and merge some records. I wrote about this in my book "AXploring Dynamics AX: Merging global address book records". (www.axploringdynamicsax.com). Note that this should be tested thoroughly and some situations might prevent a successful merge.
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