How to Merge Customer Records in Dynamics 365 Business Central
As your business grows, your customer list grows too — and sometimes, so do duplicate records . It can happen during data imports, when multiple team members add the same customer manually, or through integrations that create entries automatically. The result? Confusion in transactions, inconsistent data, and extra work. That’s where the Merge Duplicate feature in Dynamics 365 Business Central comes in — it lets you quickly merge two customer records into one, keeping your data clean and accurate. Why You Should Merge Duplicates Duplicate customer accounts may seem harmless, but they can lead to: Incorrect reports or balances Duplicate invoices or orders Confusing interactions with the same customer By merging duplicates, you ensure that every customer has one single, reliable record — the foundation for smooth operations and accurate reporting. Let’s look at how easy it is to merge customer accounts in Business Central: Search for Customers Click the 🔍 Search for Pag...