---
title: "Set up dynamic menu form setup for master data entity"
slug: "set-up-dynamic-menu-form-setup-for-master-data-entity"
description: "Set up dynamic forms for master data management in D365 F&SCM, enabling efficient data handling and seamless integration across companies."
tags: ["Task topic"]
status: "update"
updated: 2026-09-22T13:18:59Z
published: 2026-09-22T13:18:59Z
canonical: "docs.staedean.com/set-up-dynamic-menu-form-setup-for-master-data-entity"
---

> ## 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 menu form setup for master data entity

For a master data entity, you can set up the dynamic menu form setup.

You can use the dynamic menu form setup for these purposes:

| Purpose | Setup | Fields |
| --- | --- | --- |
| Manage master data from a related D365 F&SCM form. | 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, on this tab, these groups are available: - **Master data management** with 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.) - **Status** with these master record status management buttons (Available for data stewards in the source company): - **Cancel** - **Modify** - **Approve** - **Release** | To manage master data from a D365 F&SCM form, fill in these fields: - **Form name** - **Data source name** - **Default form** (Optional) |
| In a target company, pull master data from the source company. | 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 pull master data, fill in these fields: - **Form name** - **Data source name** - **Pull menu item name** - **Default form** (Selected) |

## Steps

1. Click **Master data management - Setup**.
2. On the **Master data entities** tab in the list, find and select the desired master data entity.
3. Click **Edit**.
4. Expand the **Dynamic menu form setup** section.
5. Click **New**.
6. 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.
7. Select the form data source to which the Master data management buttons apply.

In the **Data source name** field, enter or select a value.
8. Pulling master data is enabled only if the:

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]
> **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.
  - **Pull menu item name** field is filled.
  - **Default form** check box is selected.
9. Define for which form the **Master data management** tab is shown on the **Action Pane**.

If you use the dynamic menu form setup to:

Select the **Default form** check box.

> [!NOTE]
> **Note**
> 
> You can select the **Default form** check box for one dynamic menu form setup record only.
  - 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.
10. Close the page.

## Related

- [Set up master data entities](/set-up-master-data-entities.md)
- [Define master records](/define-master-records.md)
- [Edit master record](/edit-master-record.md)
- [Approve master record](/approve-master-record.md)
- [Release master record](/release-master-record.md)
- [Cancel master record release](/cancel-master-record-release.md)