1. Data Management
  2. Master Data Management Studio

Setting up MDM studio

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 and optionally organization hierarchy (Where).
  2. Connectivity studio (Which).
  3. Master data entity (How).


Application Consultant Application Consultant Start Start Set up companies

Set up companies

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: 

Type Description
Standard

Set up a standard company for each D365 F&SCM company that you use to distribute 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 F&SCM 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.
Target group 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. 
Hierarchy

You can use an organization hierarchy to define the source company and target companies for master data distribution. To be able to use an organization hierarchy for master data distribution, set up a company of type 'Hierarchy' and link the organization hierarchy to it.

Note: Make sure that each legal entity in the organization hierarchy is set up as a master data company as well. This is required because of the company-specific data steward setup.

Set up Connectivity studio for MDM Studio

Set up Connectivity studio for MDM Studio

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.

 Set up master data entity

Set up master data entities

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:

  • Organization hierarchy setup
  • Company setup
  • Connectivity studio setup

For a master data entity, you can:

  • Initialize master records for an existing source company and an existing target company. Where the data already exists in both the source company and the target company.
  • Initialize master data in a new company.

 End End Use organization  hierarchy? Use organization  hierarchy? Set up organization hierarchy Set up organization hierarchy You can use an organization hierarchy to define the source company and target companies for master data distribution. An organization hierarchy that you want to use for master data distribution: Must have the 'Master data management' purpose. Allows only organizations of type 'Legal entity'. An organization hierarchy is time-effective. For master data distribution, only currently effective organization hierarchies are applied. For more information on setting up an organization hierarchy, refer to Create an organization hierarchy. Procedure 1. Go to Master data management > Setup > Organization hierarchies. Which data do  you want to send? Where do you want to  send the data to? How do you want  to send data? Yes No

Activities

Name Responsible Description

Set up companies

Application Consultant

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: 

Type Description
Standard

Set up a standard company for each D365 F&SCM company that you use to distribute 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 F&SCM 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.
Target group 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. 
Hierarchy

You can use an organization hierarchy to define the source company and target companies for master data distribution. To be able to use an organization hierarchy for master data distribution, set up a company of type 'Hierarchy' and link the organization hierarchy to it.

Note: Make sure that each legal entity in the organization hierarchy is set up as a master data company as well. This is required because of the company-specific data steward setup.

Set up Connectivity studio for MDM Studio

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.

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.

Set up master data entity

Application Consultant

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:

  • Organization hierarchy setup
  • Company setup
  • Connectivity studio setup

For a master data entity, you can:

  • Initialize master records for an existing source company and an existing target company. Where the data already exists in both the source company and the target company.
  • Initialize master data in a new company.

Set up organization hierarchy

Application Consultant

You can use an organization hierarchy to define the source company and target companies for master data distribution.

An organization hierarchy that you want to use for master data distribution:

  • Must have the 'Master data management' purpose.
  • Allows only organizations of type 'Legal entity'.

An organization hierarchy is time-effective. For master data distribution, only currently effective organization hierarchies are applied.

For more information on setting up an organization hierarchy, refer to Create an organization hierarchy.

Set up organization hierarchy

Set up companies

Set up Connectivity studio for MDM Studio
Set up MDM messages with wizard
Set up MDM messages manually

Set up master data entities

Exchange MDM studio configuration

See also

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