Posts Tagged ‘Global Address Book’
Dynamics 365 for Finance and Operations – Global Address Book – Merging Party Records
Ever have duplicate vendor accounts created because someone spelled out the word “Street” and someone else abbreviated it? Ever have customer accounts that have consolidated or been purchased by another customer and now only need a single account? Ever have two worker records for the same person and somehow managed to record transactions for both?…
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Recently, a client presented an issue where a wrong address was printed on a customer facing document (an invoice). Only one address on the customer can be primary. Each address on the customer might have one or more purposes assigned. The same purpose can be assigned to one or more addresses for the same customer.…
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