For a master data entity, you can set up the dynamic form setup.
You can use the dynamic menu form setup for these purposes:
Manage master data from a related D365 F&SCM form.
Setup: You can add the Master data management tab to the Action Pane of a form. Depending on the company from which you open the form, the Master data management tab has these buttons:Create master data (Shown in the source company only.)
Master data (Shown in the source company only.)
Master data inbox (Shown in the source company and the target company.)
In a target company, pull master data from the source company.
Setup: You can add the Pull master data button to the Master data management tab on the Action Pane of a form. (Shown in the source company, when opened from the target company.)
To manage master data from a D365 F&SCM form, fill in these fields:
Form name
Data source name
Default form (Optional)
To pull master data, fill in these fields:
Form name
Data source name
Pull menu item name
Default form (Selected)
Steps
Click Master data management - Setup.
On the Master data entities tab in the list, find and select the desired master data entity.
Click Edit.
Expand the Dynamic menu form setup section.
Click New.
Select the form to which Action Pane you want to add the Master data management tab.
In the Form name field, enter or select a value.
Select the form data source to which the Master data management buttons apply.
In the Data source name field, enter or select a value.
Pulling master data is enabled only if the:
Pull menu item name field is filled.
Default form check box is selected.
Select the menu item that is used to open the form for which you want to enable pulling master data.
In the Pull menu item name field, enter or select a value.
Note
If pulling master data is enabled:
In the target company, on the Pull entities form, for the master data entity, on the Action Pane, on the Design tab, the Available records button is available.
When you click Available records, the Pull menu item is used to open a form. Note: This form shows the available master data records in the source company. Therefore, the form is opened in the source company instead of the target company.
On the opened form, on the Action Pane, on the Master data management tab, the Pull master data button is available. Note: In this case the Create master data button is not available.
Define for which form the Master data management tab is shown on the Action Pane.
If you use the dynamic menu form setup to:
Only manage master data from a D365 F&SCM form, you can clear the Default form check box. In this case, the Master data management tab is available only on the Action Pane of the main form of the master data entity table.
Also enable pulling master data, you must select the Default form check box for the desired dynamic menu form setup record.
Select the Default form check box.
Note
You can select the Default form check box for one dynamic menu form setup record only.
Close the page.