You can initialize the setup of a new company based on a template company.
To initialize the setup of a new company, you need a:
- New company which setup must be initialized.
- Template company which setup is used to initialize the setup for the new company.
- Connectivity studio project to get the setup data from the template company and to set this data in the new company.
New company
Before you can initialize the setup, create the new company. To do so:
- Create a legal entity.
- Create a chart of accounts.
- In the ledger setup, link the chart of accounts to the new company (legal entity). Define the:
- Calendar
- Exchange rate type
- Default currency
For more information, refer to the Dynamics 365 documentation, for example:
Template company
To initialize the setup for a new company based on a template company, use the template company as source company and the new company as target company. If you run a message, the data is exported from the template company and imported in the target company.
To use a template company, in the Connectivity studio parameters, define the template company for your new target company. You can define several template companies. For example, with country-specific or industry-specific data.
Project
A predefined Connectivity studio project is available as resource. This project contains messages to only initialize basic data in a new target company.
You can only use the predefined project to initialize company setup within one D365 FO environment.
Import project from resource
The predefined "Tutorial - Create company" project is available as a resource. Import the project from the "BisProject_tutorialCreateCompany" resource.
Adjust project
Use the predefined project as a starting point to initialize the setup of new companies.
Which data is required to be initialized in your case can be different from predefined initialization setup. Therefore, adjust the predefined project to match:
- Your template company setup.
- The setup to be initialized in the new company.
Run project
Run the predefined and adjusted project in the new company. So, the company which setup data you want to initialize. You are advised to run the project in batch.
Check initialization result
When the project has run, you can review the results. Also, check if the project and its messages have run properly.