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Dynamics 365 Business Central

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Jun 18, 2024

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AI Summary

  • The article discusses how to copy an existing customer to a new customer in Dynamics 365 Business Central using Power Automate.
  • It highlights the lack of a standard feature for copying customers, suggesting customization or the use of configuration templates as alternatives.
  • The author proposes using Power Automate as a simple solution to copy customers efficiently.
  • Step-by-step instructions are provided on how to create a flow in Power Automate for copying customers.
  • The article notes that some fields may be read-only and customization may be required for copying additional fields.
  • Additional steps are outlined for copying customer pictures if needed.
  • A test video is included to demonstrate the process of copying customers using Power Automate.
  • The author encourages readers to give the method a try and thanks them for reading the article.

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