1. To-Increase Dynamics 365 for Finance & Operations
  2. Master data management studio
  3. Setting up MDM studio

Set up companies

In MDM studio, you define where you want to send your data to and who can do so. You can set up companies of these types: 

  • Standard
    Set up a standard company for each D365 FO company that you use to exchange master data. A standard company is required for each source and each target company. For each standard company, define the data stewards. A data steward is a user in D365 FO who can send and release master data for the source company and can receive the data for the target company.
    Note: A target company data steward must have full access rights in the target company and read access rights in the source company.
  • External
    Set up an external company for each external application to which you want to send master data.

If you send the same data in the same way to several companies, you can group these companies in a target group. You are advised to use separate groups for standard companies and external companies. The data stewards, as defined in the standard companies, are also used for a target group. 


Application Consultant Application Consultant Start Start Data send within  or from D365 FO? Data send within  or from D365 FO? Set up standard company Set up standard company For each standard company, define the data stewards. A data steward is a user in D365 FO who can send and release master data for the sending company and can receive the data for the target company. Procedure 1. Click Master data management - Setup. 2. Click the Companies tab. 3. Click New. 4. In the Company accounts ID field, enter or select a value. 5. Expand the Data stewards section. 6. Click New. 7. In the Data stewards field, enter or select a value. 8. Close the page. Set up external company Set up external company Set up an external company for each external application to which you want to send master data. Procedure 1. Click Master data management - Setup. 2. Click the Companies tab. 3. Click New. 4. In the Type field, select 'External'. 5. In the ID field, enter the name of the external application. 6. Expand the Data stewards section. 7. Click New. 8. In the Data stewards field, enter or select a value. 9. Close the page. Combine or separate the companies? Combine or separate the companies? Set up target group Set up target group If you send the same master data in the same way to several companies, you can group these companies in a target group. You are advised to use separate target groups for standards companies and external companies. Procedure 1. Click Master data management - Setup. 2. Click the Companies tab. 3. Click New. 4. In the Type field, select 'Target group'. 5. In the ID field, type a value. 6. Expand the Target companies section. 7. Click New. 8. In the Company field, enter or select a value. 9. Close the page. End End Within D365 FO From D365 FO Separate Combine

Activities

Name Responsible Description

Set up standard company

Application Consultant

For each standard company, define the data stewards. 

A data steward is a user in D365 FO who can send and release master data for the sending company and can receive the data for the target company.

Set up external company

Application Consultant

 		Set up an external company for each external application to which you want to send master data.

Set up target group

Application Consultant

 		If you send the same master data in the same way to several companies, you can group these companies in a target group. 
You are advised to use separate target groups for standards companies and external companies.

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