In a target company, you can pull master data from the source company.
You can only pull master data if:
Name | Responsible | Description | ||||||||
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Pull master data |
Data steward (Target company) |
In the target company, as a data steward, you can pull master data from the source company. |
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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. |
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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. |
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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:
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