share master data across different entities

Alvin Wong 0 Reputation points
2024-04-26T01:53:44.46+00:00

Hi ,

is that possible to share master data like customer , vendor and product across different entities ? instead of create the record in each entity one by one ?

Alvin

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  1. Kiran P 630 Reputation points Microsoft Vendor
    2024-04-26T04:06:37.7066667+00:00

    Hi Alvin Wong,

    Thank you for reaching out to us on Microsoft Q&A forum.  

    Indeed, it is feasible to share master data, such as customer, vendor, and product records, across various entities within Dynamics 365. The configuration to enable such sharing is tailored to meet individual customer requirements. While some customers opt to share the same masters across entities, others may choose not to do so.

    Given that Dynamics 365 serves as an ERP platform designed to cater to diverse customer needs, it offers configuration options that facilitate the sharing of master data across entities. Furthermore, Dynamics 365 can seamlessly integrate with external systems, including ERP systems, CRM systems, and e-commerce platforms. This integration capability ensures the smooth sharing of master data between Dynamics 365 and other systems, thereby enhancing data consistency and accuracy throughout the organization.

    By leveraging these functionalities, organizations can effectively manage master data within Dynamics 365, enabling shared accessibility across different entities as per their specific requirements. Consequently, this approach eliminates the need for creating redundant records separately in each entity, thereby optimizing operational efficiency and maintaining data integrity.

    If you encounter any future issues, please feel free to contact us, and we will be pleased to assist you further.

    If you have found the answer provided to be helpful, please click on the "Accept answer/Upvote" button so that it is useful for other members in the Microsoft Q&A community.

    Thank you.

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