Rename unique record in Microsoft Dynamics 365 F&O

Rename unique record in Microsoft Dynamics 365 F&O

This article will cover a hidden gem in 微软 Dynamics 365 F&O that allows to rename a unique record key. A unique record key is a field or combination of fields that uniquely identifies each record within a table or entity. This key ensures that each record is distinct and helps maintain data integrity within the system.

Recently, a requirement landed on my desk, demanding the renaming of a journal name in the General ledger module. But here's the twist – transactions had already been posted using that very journal!

I stumbled upon this amazing functionality that lets you rename the unique record key within the record info under the options tab. The tab which is normally presumed to be of lesser importance and overlooked. Select the preferred master record (i.e. VendPay).

  1. Click on the Options tab.
  2. Click on Record Info.
  3. Click on Rename.

Renaming the unique record key will automatically update any relevant references throughout the system.

Please ensure to conduct thorough testing before implementing any modifications.

I hope this article has provided valuable insights. Your feedback and experiences with this functionality would be incredibly valuable, so please don't hesitate to share them.

Muhammad Ahmad Khan

Microsoft Dynamics 365 F&O Consultant

[email protected]

Khawaja Muhammad Bilal Kashmiri

A.F. Solution Architect》MCP 》MS Dynamics AX & D365 F&O 》Supply Chain Professional》Gold Medalist 》Hospital & Lab MIS 》Retail Applications 》Integrations 》Customized ERP 》Power Automates

8 个月

Thanks Ahmad!, Its very helpful. This feature resolved our issue when duplicate number sequence used.

Mike Pearsall

Empowering your Microsoft AI ERP adoption | Biz & Solution Architect | #MicrosoftAdvocate | Naval Veteran

8 个月

This got us out of many an unwanted situation after we went live client-side with the earliest versions of the SaaS platfrom. I recall being warned it was very risky to use, but have never experienced any negative consequence.

Ermal C.

?? Microsoft Dynamics 365 Supply Chain Consultant at HSO International

8 个月

I would highly recommend to avoid this, especially if you have transactions linked with the record you are trying to rename.

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