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

Set up Connectivity studio for MDM Studio
Process flow

Use Connectivity studio to define the data to be sent by MDM studio. 

In the integration with Connectivity studio:

  • Connectivity studio defines the master data to be sent from the master data company to the target companies.
  • MDM studio defines the data entity and master record to be sent.

Example:
You want to send item 1001. With MDM studio, you select the item record, release it, and run the message. The Connectivity studio message defines which data from item 1001 is sent to your target companies. For example, you change the price of the item in MDM studio. However, ‘itemprice’ is not defined in the message. As a result, the changed price is not sent to the target companies.

In MDM studio, you can send data in several ways:

  • Internal direct: You send data from the source company directly to the target company.
  • Internal with staging: You send data from your source company to a staging journal. The target company triggers the message to send the data from staging journal to the target company.
  • External: You send data from your source company to an external file format/application.
Some MDM-specific setup is required on your connectors, documents, and messages to get these messages up and running for MDM studio.
You can set up the MDM messages manually or with a wizard.

Application Consultant Application Consultant Start Start Create MDM project Create MDM project Use a Connectivity studio project as the basis for master data management setup. Most Connectivity studio elements are linked to a project, for example, documents, connectors, and messages. Because these elements are related to a project, you can also use a project to deploy MDM studio setup and do version management. For a project that is used for master data management setup, make sure to set the project Purpose to 'Mdm'. Set up MDM messages  manually or with wizard? Set up MDM messages  manually or with wizard? Set up MDM messages with wizard

Set up MDM messages with wizard

Use Connectivity studio to define the data to be sent by MDM studio. 

In the integration with Connectivity studio:

  • Connectivity studio defines the master data to be sent from the master data company to the target companies.
  • MDM studio defines the data entity and master record to be sent.

You can set up the MDM messages manually or with a wizard. This topic explains how to set up MDM messages with a wizard.

With the wizard, you can only set up internal MDM messages. An internal MDM message is a message to send data from a source company in D365 FO to target companies in D365 FO.

You can set up messages to send data in these ways:

  • Internal direct: You send data from the source company directly to the target company.
  • Internal with staging: You send data from your source company to a staging journal. The target company triggers the message to send the data from staging journal to the target company.

 Set up MDM messages manually

Set up MDM messages manually

Use Connectivity studio to define the data to be sent by MDM studio. 

In the integration with Connectivity studio:

  • Connectivity studio defines the data to be sent from the master data company to the target companies.
  • MDM studio defines the data entity and master record to be sent.

You can set up the MDM messages manually or with a wizard. This topic explains how to set up MDM messages manually.

You can set up messages to send data in these ways:

  • Internal direct: You send data from the source company directly to the target company.
  • Internal with staging: You send data from your source company to a staging journal. The target company triggers the message to send the data from staging journal to the target company.
  • External: You send data from your source company to an external file format/application.
Some MDM/specific setup is required on your connectors, documents, and messages to get these messages up and running for MDM studio. 

 End End With wizard Manually

Activities

Name Responsible Description

Create MDM project

Application Consultant
Use a Connectivity studio project as the basis for master data management setup. Most Connectivity studio elements are linked to a project, for example, documents, connectors, and messages. Because these elements are related to a project, you can also use a project to deploy MDM studio setup and do version management.
For a project that is used for master data management setup, make sure to set the project Purpose to 'Mdm'.

Set up MDM messages with wizard

Application Consultant

Use Connectivity studio to define the data to be sent by MDM studio. 

In the integration with Connectivity studio:

  • Connectivity studio defines the master data to be sent from the master data company to the target companies.
  • MDM studio defines the data entity and master record to be sent.

You can set up the MDM messages manually or with a wizard. This topic explains how to set up MDM messages with a wizard.

With the wizard, you can only set up internal MDM messages. An internal MDM message is a message to send data from a source company in D365 FO to target companies in D365 FO.

You can set up messages to send data in these ways:

  • Internal direct: You send data from the source company directly to the target company.
  • Internal with staging: You send data from your source company to a staging journal. The target company triggers the message to send the data from staging journal to the target company.

Set up MDM messages manually

Application Consultant

Use Connectivity studio to define the data to be sent by MDM studio. 

In the integration with Connectivity studio:

  • Connectivity studio defines the data to be sent from the master data company to the target companies.
  • MDM studio defines the data entity and master record to be sent.

You can set up the MDM messages manually or with a wizard. This topic explains how to set up MDM messages manually.

You can set up messages to send data in these ways:

  • Internal direct: You send data from the source company directly to the target company.
  • Internal with staging: You send data from your source company to a staging journal. The target company triggers the message to send the data from staging journal to the target company.
  • External: You send data from your source company to an external file format/application.
Some MDM/specific setup is required on your connectors, documents, and messages to get these messages up and running for MDM studio. 

Activities

Name Responsible Description

Create MDM project

Application Consultant
Use a Connectivity studio project as the basis for master data management setup. Most Connectivity studio elements are linked to a project, for example, documents, connectors, and messages. Because these elements are related to a project, you can also use a project to deploy MDM studio setup and do version management.
For a project that is used for master data management setup, make sure to set the project Purpose to 'Mdm'.

Set up MDM messages with wizard

Application Consultant

Use Connectivity studio to define the data to be sent by MDM studio. 

In the integration with Connectivity studio:

  • Connectivity studio defines the master data to be sent from the master data company to the target companies.
  • MDM studio defines the data entity and master record to be sent.

You can set up the MDM messages manually or with a wizard. This topic explains how to set up MDM messages with a wizard.

With the wizard, you can only set up internal MDM messages. An internal MDM message is a message to send data from a source company in D365 FO to target companies in D365 FO.

You can set up messages to send data in these ways:

  • Internal direct: You send data from the source company directly to the target company.
  • Internal with staging: You send data from your source company to a staging journal. The target company triggers the message to send the data from staging journal to the target company.

Set up MDM messages manually

Application Consultant

Use Connectivity studio to define the data to be sent by MDM studio. 

In the integration with Connectivity studio:

  • Connectivity studio defines the data to be sent from the master data company to the target companies.
  • MDM studio defines the data entity and master record to be sent.

You can set up the MDM messages manually or with a wizard. This topic explains how to set up MDM messages manually.

You can set up messages to send data in these ways:

  • Internal direct: You send data from the source company directly to the target company.
  • Internal with staging: You send data from your source company to a staging journal. The target company triggers the message to send the data from staging journal to the target company.
  • External: You send data from your source company to an external file format/application.
Some MDM/specific setup is required on your connectors, documents, and messages to get these messages up and running for MDM studio. 
Related to Notes

Set up Connectivity studio for MDM Studio

 		 

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