Master Data Management Setup in Microsoft Dynamics 365 Business Central

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Scenario

A client maintains all G/L Accounts, Dimensions, and Dimension Values in one company.

That company serves as the source of truth, or Master Records company, while the other companies receive updates through synchronization.

This approach ensures:

  • Consistent chart of accounts across companies

  • Standardized dimensions for reporting

  • Reduced manual data entry and maintenance

Step 1: Enable Data Synchronization

Search for Master Data Management Setup.

Select the Source Company.

Turn on Enable Data Synchronization.

This activates the ability to synchronize master data between companies.


Step 2: Add the Tables to Synchronize

Open Synchronization Tables.

Add the following tables:

  • G/L Account

  • Dimension

  • Dimension Value

For each table:

  1. Add the table to the list.

  2. Set the Status field to Enabled.

This activates synchronization for those records.

Step 3: Select the Fields to Synchronize

For each table you added:

  1. Open the Fields configuration.

  2. Select the fields that should synchronize between companies.

  3. Set the Status to Enabled for each field you want included.

This step allows you to control exactly which fields are copied from the Master Records company to the other companies.

Step 4: Match-Based Coupling

Within the Synchronization Tables you need to complete the Match-Based Coupling per table. 




Step 5: Run the Initial Synchronization

Return to Master Data Management Setup.

Click Start Initial Synchronization.

This process will copy the existing records from the Master Records company to the target companies.

Once completed, changes made to G/L Accounts, Dimensions, and Dimension Values in the Master Records company will synchronize to the other companies based on the configured tables and fields.

Best Practice

Treat the Master Records company as the only place where these records are maintained. Avoid creating or modifying these records directly in the other companies, as doing so may cause synchronization conflicts.

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Kristen Hosman is a Microsoft MVP in Denver. She works with Dynamics 365 Business Central and related technologies. You can also connect with her through this link: Kristen Hosman | Linktree


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