---
title: "Set up dynamic button to pull master data"
slug: "set-up-dynamic-button-to-pull-master-data"
tags: ["Task topic"]
updated: 2026-03-20T12:35:50Z
published: 2026-03-20T17:44:34Z
canonical: "docs.staedean.com/set-up-dynamic-button-to-pull-master-data"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up dynamic button to pull master data

In the target company, to any D365 F&SCM page, you can add a dynamic button to pull master data from the source company.

As a result, to the **Action Pane** of the D365 F&SCM page, the **Master data management** tab is added with the dynamic button. The dynamic button opens a page showing the available records. Which page is opened, is defined in the Dynamic menu form setup of the applicable master data entity.

For example, to the Sales orders (SalesTable) page, you can add a dynamic button to pull customer accounts to the current company.

### Steps

1. Go to **Master data management** > **Inquiries** > **Pull entity**.
2. In the list, find and select the desired record.
3. On the **Action Pane**, click **Design**.
4. Click **Pull entity form setup**.
5. Click **New**.
6. Define the form (page) to which you want to add the dynamic button.

In the **Form name** field, enter or select a value.
7. Define the name of the dynamic button.

In the **Label** field, type a value.

> [!NOTE]
> **Note**
> 
> You can enter translations for the dynamic button name. So, the button name is shown in the applicable language.
8. Close the page.
9. Close the page.

## Related

- [Pull master data](/pull-master-data-flow.md)