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

Edit master record
Application task

With MDM studio you can manage master data. For a master data record, you can edit the:

  • Status
  • Responsible data steward
  • Subscribed target companies
  • Related D365 FO record


Standard procedure

1. Click Master data management - Operation.
2. Click the Master data tab.
3. Sub-task: Change master data record status to 'Modify'.
  3.1 On the Master data tab, in the list, find and select the desired master data record.
  3.2 Click Status.
  3.3 Click Modify.
4. On the Master data tab, in the list, click the link of the desired master data record.
5. Click Edit.
6. Sub-task: Change responsible data steward.
  6.1 In the General section, in the Data stewards field, enter or select a value.
 

Note: You can only select a data steward that is defined for the current company.
7. Sub-task: Change subscribed target companies.
  7.1 Expand the Subscription section.
  7.2 You can add a target company that is subscribed to the master data record.
The next time the master data record is sent, it is also sent to the new subscribed company.
  Click New and fill in the fields.
 

Note:

  • You can only add a subscription for a company that is set up in the Master data management companies.
  • You cannot add a subscription for the current company.
  • Make sure that, on the applicable master data entity, a message exists with the newly subscribed company as the target company.
  7.3 You can undo a subscription of a company.
  In the list, select the desired company.
  7.4 Click Delete.
  7.5 You can change the subscription status.
For example, when a master data record is pulled from a source company, a subscription is added. You can change the status of the added subscription.
  In the list, select the desired company.
  7.6 Click Status, and click the desired next status.
 

Note: If you change the master data record status, the subscription status is changed accordingly.
8. Sub-task: Change related D365 FO record.
  8.1 You can edit the D365 FO record that is related to the master data record.
  On the Action Pane, click Available record.
  8.2 Click View details.
 

Note: If a dialog is shown instead of the record details, you can access the related record details page via, for example, the applicable menu or workspace.
  8.3 Click Edit and make the desired changes to the record.
  8.4 Close the page.
9. Close the page.
Related to Notes

Maintain master records

 		 

Provide feedback