Merge duplicate customer records [AX 2012]

Updated: October 20, 2014

Applies To: Microsoft Dynamics AX 2012 R3

This topic explains how to resolve the issue of duplicate customer records in Microsoft Dynamics AX. Your database might contain duplicate records for several reasons. For example, a record might have inadvertently been entered twice, a new record might have been created for an existing customer who changed their name, or two customers may have merged their businesses. You can combine information to remove duplicate records in one of the following ways:

  • Export your customer list to a file, review the list for duplicates, and then generate a new customer list without the duplicates. Then import the updated file into Microsoft Dynamics AX and merge the records as appropriate.

    NoteNote

    This list is updated outside of the Microsoft Dynamics AX client, so you can send it to a third-party service to be reviewed and updated if that’s appropriate for your business.

  • Merge customer records manually by using the Merge form.

Use this procedure to import and process a file that identifies duplicate customers.

  1. Click Call center > Periodic > Customer > Merged customer upload.

  2. Click the file folder icon next to the File name field, and select the file that you want to import.

  3. On the Action Pane, click Import. The data in the file is imported, and a list of valid customer accounts and corresponding duplicate accounts appears on the Overview tab. You can see more details about each account on the General tab.

  4. To merge records, take one of the following actions on the Overview tab:

    • To merge duplicate records for one customer, select the customer record, and on the Action Pane, click Merge one.

    • To merge duplicate records for all customers, make sure that no records are selected, and on the Action Pane, click Merge all.

  5. Next, verify which records were merged. Click Call center > Common > All customers.

  6. In the All customers list, the Is merged column indicates which customer records were merged.

  7. Double-click a customer record that was merged.

  8. At the top of the Customers form, a message indicates that the current customer record was merged with another customer record.

Use this procedure to search for and merge duplicate customer records.

  1. Click Call center > Journals > Customer service.

  2. In the Customer service form, in the filter, select the type of filter that you want to search on, enter the appropriate text, and then click Search. For example, you might select Keyword and then enter Contoso.

    The Customer search form opens and list all of the customer records that contain the information that you filtered on.

  3. Select the customer records that you want to merge, and then click Merge.

    Caution noteCaution

    (BRA) You can’t merge the customer records with different CNPJ/CPF IDs.

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category

Prerequisite

Configuration keys

Retail configuration key

Call center configuration key

Security roles

Sales manager


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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