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.


Standard 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. Define the form (page) to which you want to add the dynamic button.
  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.
Related to Notes

Pull master data

 

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