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Master Data Synchronisation

Do you have multiple companies in your Microsoft Dynamics 365 Business Central environment that have common data? If you do, then you will know that keeping master synchronised across different entities can be time-consuming. When done incorrectly, it can lead to processing errors.

Business Value​

Usually when organisations configure multiple companies in the same Business Central environment they will have common G/L Accounts and other related setup. Some organisations have subsidiaries in different companies that sell the same products. For either of these scenarios, there is an additional admin overhead to keep the common data synchronised.

Feature Details​

The Master Data Synchronisation app allows you to synchronise master data between companies within the same Business Central environment. The app is configurable, so you can choose which master data you want to synchronise.

Features​

  • Configure which tables you want to synchronise
  • Configure which fields you want to synchronise, including fields added by extensions
  • Select which types of updates you want synchronised (Insert, Modify, Rename, Delete)
  • Setup different synchronisation scenarios when you have different types of companies in the same environment

Typical Synchronisation Scenarios​

We have designed this app to require a minimum amount of setup. Different orgnanisations will have different requirements for synchronising data between companies. Below are some typical scenarios that are used in several organisations.

Synchronise from a single master company​

In this scenario, you have a single company that is the master, and you want master data to flow from this company to other companies. This is the simplest model and requires the least amount of setup. To setup this model you will need to:

  • Configure the tables you want to synchronise in the master company
  • Against each table, specify to which companies this table should be synchronised
  • Create the job queue entry in all companies to handle the synchronisation

Synchronise from several master companies​

This scenario is similar to the above scenario. You will need to:

  • Configure the tables in each master company
  • Against each table, specify to which companies this table should be synchronised
  • Create the job queue entry in all companies to handle the synchronisation

Synchronise across all companies​

In this scenario, you do not want to make a specific company a master company; instead, you want to synchronise data from any company to all other companies. This scenario requires the most setup as you must create the setup in each company.

  • Configure the tables in each company
  • Against each table, specify to which companies this table should be synchronised
  • Create the job queue entry in all companies to handle the synchronisation
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You can also use the app to synchronise setup between different companies as the master data setup tables can be synchronised. Remember, you only need to do this if you will have more than one source company.

See Also​

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