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 Page icon, type Customers, and open the page.


Select the Main Record
Choose the customer you want to keep as the main account.


Start the Merge
On the Customer Card page, go to Homes → Merge With.



Pick the Duplicate
In the Merge With field, select the customer that’s a duplicate of the current one.


The system will show both records side by side so you can review them easily.

The Fields section shows all the data fields where the two customer records have different values. If you see only a few differences — like spelling mistakes or minor entry errors — it’s likely that both records belong to the same customer. But if many fields are different, they’re probably two separate customers.


The Related Tables section lists all tables where both customer records appear, such as sales orders or invoices. The Current Count and Duplicate Count show how many times each record is used. This section is just for reference. If any conflicts are found during the merge, you can fix them easily on the Merge Duplicate Conflicts page.


Review and Adjust Data

On the Merge Duplicate page, you’ll see two main sections:

  • Fields with Different Values — highlights where the two records differ (like spelling errors or address variations).

  • Related Tables — shows where both customers are used (like sales orders or ledger entries).

If you prefer to use a value from the duplicate record instead of the current one, simply select the Override checkbox. That value will replace the existing one once the merge is complete.


Select Merge action.


A confirmation message appears after the customers are successfully merged.



Thanks For Reading...!!

Regards,

Khushbu Rajvi


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