1. To-Increase Dynamics 365 for Finance & Operations
  2. Master data management studio
  3. Working with MDM studio - Target company

Pull master data

In a target company, you can pull master data from the source company.

Prerequisites

You can only pull master data if:

  • You are a data steward in the target company.
  • In the source company, a master data entity exists with this setup:
    • The table for which you want to pull the master data is the Record table.
    • A message exists with the current company as the target company.
    • A dynamic menu form setup exists with the 'Pull menu item name' field filled in, and the 'Default form' check box selected.
  • In the source company, for the record you want to pull to the target company, a master data record exists.

Examples

  • A company has several shops. Each shop is a separate company.
    One of the shops extends the size of a shelf. So, more products can be added to the shelf.
    The data steward of the shop selects and pulls ten products from the source company. These products are added to the product data of the shop (company).
  • A seller wants to create a sales order, but the customer account does not exist in the customer accounts as received from the source company. However, the customer account does exist in the source company.
    The data steward of the current company selects and pull the desired customer account from the source company. This customer account is added to the customer accounts of the current company.


Data steward (Source company) Data steward (Source company) Data steward (Target company) Data steward (Target company) Start Start How to pull  master data? How to pull  master data? Pull master data Pull master data In the target company, as a data steward, you can pull master data from the source company. Procedure 1. Go to Master data management > Inquiries > Pull entity. 2. In the list, find and select the desired master data entity. Note: You can only select a master data entity for which a message exists with the current company as the target company. 3. On the Action Pane, click Design. 4. Click Available records. 5. In the list, find and select the desired record. Note: You can only pull a record to the target company for which a master data record exists in the source company. 6. On the Action Pane, click Master data management. 7. Click Pull master data. 8. Define which status the pulled record must get in the master data record subscriptions.The status of a new subscription cannot be higher than the master data record status.If you set the Master data status field to: New, the master data subscription status is set to New. Approved, the master data subscription status is set to Approved. However, if the master data record status is New, the subscription status is set to New. Released, the subscription status is set to Released. However, if the master data record status is: Approved, the subscription status is set to Approved. New, the subscription status is set to New. On the dialog, in the Master data status field, select an option. Note: If the selected status is higher than the master data record status, a warning message is shown. 9. If you set the Master data status field to Released, you can define a planned release date. This date defines when the pulled master data record is released to the target company. In the Planned release date field, enter a date and time. Note: The master data record only is released if, in the source company, the master data record status is Released. 10. If you set the Master data status field to Released, you can send the master data record immediately to the target company. Select Yes in the Send master data field. Note: The master data record only is sent immediately if, in the source company, the master data record status is Released. 11. Click OK. 12. Close the page. 13. Close the page. Dynamic button  setup exists? Dynamic button  setup exists? Set up dynamic button to pull master data Set up dynamic button to pull master data In the target company, to any D365 FO page, you can add a dynamic button to pull master data from the source company. As a result, to the Action Pane of the D365 FO page, the Master data management tab is added with the dynamic button. The dynamic button opens a page showing the available records. Which page is opened, is defined in the Dynamic menu form setup of the applicable master data entity. For example, to the Sales orders (SalesTable) page, you can add a dynamic button to pull customer accounts to the current company. Procedure 1. Go to Master data management > Inquiries > Pull entity. 2. In the list, find and select the desired record. 3. On the Action Pane, click Design. 4. Click Pull entity form setup. 5. Click New. 6. In the Form name field, enter or select a value. 7. Define the name of the dynamic button. In the Label field, type a value. Note: You can enter translations for the dynamic button name. So, the button name is shown in the applicable language. 8. Close the page. 9. Close the page. Pull master data with dynamic button Pull master data with dynamic button In the target company, as a data steward, you can use a dynamic button to pull master data from the source company. From which pages you can use the dynamic button is defined by the dynamic button setup. Procedure 1. Go to Accounts payable > Vendors > All vendors. 2. On the Action Pane, click Master data management. 3. Click Pull vendor groups. 4. In the list, find and select the desired vendor group. Note: You can only pull a record to the target company for which a master data record exists in the source company. 5. Click Pull master data. 6. Define which status the pulled record must get in the master data record subscriptions. The status of a new subscription cannot be higher than the master data record status. If you set the Master data status field to: New, the master data subscription status is set to New. Approved, the master data subscription status is set to Approved. However, if the master data record status is New, the subscription status is set to New. Released, the subscription status is set to Released. However, if the master data record status is: Approved, the subscription status is set to Approved. New, the subscription status is set to New. On the dialog, in the Master data status field, select an option. Note: If the selected status is higher than the master data record status, a warning message is shown. 7. If you set the Master data status field to Released, you can define a planned release date. This date defines when the pulled master data record is released to the target company. In the Planned release date field, enter a date and time. Note: The master data record only is released if, in the source company, the master data record status is Released. 8. If you set the Master data status field to Released, you can send the master data record immediately to the target company. Select Yes in the Send master data field. Note: The master data record only is sent immediately if, in the source company, the master data record status is Released. 9. Click OK. 10. Close the page. Actions required in  source company on  pulled master records? Actions required in  source company on  pulled master records? Actions on pulled master record in source company Actions on pulled master record in source company In the target company, you can pull master data from the source company. When you have done so, depending on the status of the master record, data steward actions can be required in the source company: Master record status Required actions in source company New As a data steward in the source company, approve, release, and send the master record. Approved As a data steward in the source company, release and send the master record. Released As a data steward in the source company, send the master record. Note: If you pull master data with status Released, and on the Pull master data dialog, in the 'Send master data' field, you select 'Yes', the master data is directly sent to the target company or to the MDM staging journal. The source company data steward does not have to send the master data. End End From pull entities With dynamic  button No Yes Yes No

Activities

Name Responsible Description

Pull master data

Data steward (Target company)

In the target company, as a data steward, you can pull master data from the source company.

Set up dynamic button to pull master data

Data steward (Target company)

In the target company, to any D365 FO page, you can add a dynamic button to pull master data from the source company.

As a result, to the Action Pane of the D365 FO page, the Master data management tab is added with the dynamic button. The dynamic button opens a page showing the available records. Which page is opened, is defined in the Dynamic menu form setup of the applicable master data entity.

For example, to the Sales orders (SalesTable) page, you can add a dynamic button to pull customer accounts to the current company.

Pull master data with dynamic button

Data steward (Target company)

In the target company, as a data steward, you can use a dynamic button to pull master data from the source company.

From which pages you can use the dynamic button is defined by the dynamic button setup.

Actions on pulled master record in source company

Data steward (Source company)

In the target company, you can pull master data from the source company. When you have done so, depending on the status of the master record, data steward actions can be required in the source company:

Master record status Required actions in source company
New As a data steward in the source company, approve, release, and send the master record.
Approved As a data steward in the source company, release and send the master record.
Released

As a data steward in the source company, send the master record.

Note: If you pull master data with status Released, and on the Pull master data dialog, in the 'Send master data' field, you select 'Yes', the master data is directly sent to the target company or to the MDM staging journal. The source company data steward does not have to send the master data.

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