Company striping

  • 5 minutes

Along with integration keys are the concept of company striping. This concept is similar to the company concept as explained in the Company concept unit of the Use key concepts and setup to integrate finance and operations apps with Microsoft Power Platform module. In that unit, you learned that Dataverse doesn’t have a concept of company, especially as it relates to security. In Dataverse, a business unit and a team control the records, and a business unit and team are created in Dataverse for each legal entity and company in finance and operations apps. However, in finance and operations apps, the legal entity can control access to records, and each company can have different records, depending on the legal entity that the user is operating within. Therefore, striping, which requires a company for each record, needs attention.

For entities that are company specific in finance and operations apps, company lookups are available. Out-of-the-box entities have a legal entity and a company lookup, and custom entities that are company specific will also benefit from having this type of company lookup. This lookup will effectively stripe your company records.

Consider the following recommendations for the company lookup and the company striping concepts for the integration of dual-write:

  • Make sure that you define a company lookup from cdm_company on the entity for company specific entities. The reason is because finance and operations apps implicitly adds the company column as part of the integration key. Adding a company lookup to the alternate key and marking it as Mandatory in Dataverse will allow this lookup to flow through the dual-write integration.
  • If data migration requirements exist, you’ll need to plan for meeting these requirements prior to enabling dual-write. Then, you can ensure that existing data and company information is mapped and maintained between each system, along with adding the necessary company lookups.
  • We recommend that you add filtering by Company for the Lookup fields in Dataverse UI forms.

For more information, see Company concept in Dataverse - Autopopulate company name.