From the Microsoft Dynamics 365 Business Central blogs: Merge PDF files; Handling doublets; Set up, use EFT/ACH; Telemetry signals

In this week's Microsoft Dynamics 365 Business Central blog roundup:

• How to merge PDF files in Dynamics 365 Business Central
• How to handle doublets in Dynamics 365 Business Central customer or vendor lists
• How to set up and use EFT/ACH in Business Central
• Dynamics 365 Business Central: filtering telemetry signals with azure monitor data collection rules

How to merge PDF files in Dynamics 365 Business Central

On the ArcherPoint blog, Denise Blaisdell noted that today organizations are always looking for ways to optimize processes as they interact with customers, supply chains, and warehouse systems.

Recently a customer asked her team to merge PDF files within Dynamics 365 Business Central. She pointed out that the customer couldn’t use external Dynamic Link Library files or .NET to merge PDF files because those file formats aren't supported in the SaaS environment. Initially, Blaisdell and her team thought the perfect solution was already available in D365BC via the document sending profiles and the "combine" option. However, that wasn't the case.

After some additional research, Blaisdell found a solution via a post from Gonzales Rios Ley, which uses a control add-in from PDF-LIB JavaScript library to append documents to each other in D365BC.

How to handle doublets in Business Central customer or vendor lists

Writing on his blog, Inge Magne Bruvik stated that sometimes when a number of users are maintaining the customer or vendor lists in D365BC, a customer or a vendor is registered more than once.

This used to be a pain in older versions of the application because once a user started putting transactions into two customer numbers or two vendor numbers that were really the same legal entity there was no way to transfer the transactions to one of the records and then delete the doublet. He explained:

We would have to manually post the transactions from one customer or vendor onto the other customer or vendor. When that was completed we would block the customer or the vendor that we did not want to use anymore.

However, if there really are doublets, you can't just delete the customer that was created last because there are transactions and a balance. What users can do is use the "merge with" function that's available on the customer card. In his blog post, Bruvil explained exactly how to handle doublets using the function.

How to set up and use EFT/ACH in Business Central

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