1. To-Increase Dynamics 365 for Finance & Operations
  2. Connectivity studio
  3. Activities

Set up template company in Connectivity studio parameters
Application task

You can use a template company as source company. If you run a message, the data is exported from the template company and imported in the target company.
In a template company, you can, for example, define generally applicable master data. You can use this to set up the master data for a new company.
To be able to use a template company, in the Connectivity studio parameters, define the template company for each target company. You can define several template companies. For example, with country-specific or industry-specific data.

On connectors of type D365FO, use the Template company field to indicate if a template company is used.
Dimension numbering
If you use several companies, for each company, you can use different financial dimensions. In the Connectivity studio parameters, for each template company, you can assign company-specific numbers to financial dimensions. To make a message company-independent, you can use these numbers to identify the applicable dimensions. So, instead of the dimension name, in the message, you use a number as set up in the Connectivity studio parameters. If the message is run, based on the number, the applicable dimension name is found for the company. Based on the RecId and this dimension name, the dimension value is read or written.
Example: For company A, number 1 refers to dimension Department. For company B, number 1 refers to dimension Customer. For the message, dimension numbering is active. On import with this message in company:
  • A, the field mapping sets the value of the Department dimension.
  • B, the field mapping set the value of the Customer dimension.


Standard procedure

1. Click Connectivity studio Integration Design.
2. Click Connectivity studio parameters.
3. Click the Company tab.
4. In the upper section, click New.
5. Define the company to which the template chart of accounts and template company are applicable.
  In the Target company field, enter or select a value.
6. Define the chart of accounts that is used as template for the target company.
  In the Template chart of accounts field, enter or select a value.
7. Define the company that is used as template for the target company.
  In the Template company field, enter or select a value.
8. Sub-task: Set up dimension numbering.
  8.1 In the Dimension numbering section, click New.
  8.2 In the Dimension field, enter or select a value.
  8.3 You can change the sequence of the dimensions. The dimension numbering is changed accordingly.
  To move a selected dimension down, click Move down.
 

Note: You can also manually assign dimension numbers in the Number field.
  8.4 To move a selected dimension up, click Move up.
9. Close the page.
Related to Notes

Set Connectivity studio parameters

 		 

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