Flows

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.

In MDM studio, you define where you want to send your data to and who can do so. You can set up companies of these types: 

• Standard
  Set up a standard company for each D365 FO company that you use to exchange master data. A standard company is required for each source and each target company. For each standard company, define the data stewards. A data steward is a user in D365 FO who can send and release master data for the source company and can receive the data for the target company.
  Note: A target company data steward must have full access rights in the target company and read access rights in the source company.
• External
  Set up an external company for each external application to which you want to send master data.

If you send the same data in the same way to several companies, you can group these companies in a target group. You are advised to use separate groups for standard companies and external companies. The data stewards, as defined in the standard companies, are also used for a target group. 

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.

Use a master data entity to define:

• Which table holds master data.
• Who sends this master data.
• Where you send this master data to.
• How you select the right master record.

Prerequisites:

• Company setup
• Connectivity studio setup

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.

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.

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.

Use MDM studio to send data from one source company to one or more target companies or applications..

In MDM studio, you define:

• Where to send the data to. You send data from one source company to one or more target companies or external applications. To do so, set up where to send the data to and who can do so.
• Which data is sent. The data is sent with a Connectivity studio message. In this message, you define which data is sent.
• How the data is sent. For each data entity, you define how to select the data for your master data and how these are sent.

The corresponding setup is:

1. Company (Where).
2. Connectivity studio (Which).
3. Master data entity (How).