Cross company data sharing

It´s very common in various Dynamics 365 F&O installations that the customer has multiple legal entities within the same environment. In 100% of these installations, there is a need to share some common data across the companies. Mostly it´s reference data like Delivery terms. Some of this data is already shared, but some tables is still saved per company. This was always a bit of a pain in Dynamics AX 2012 and earlier versions and was subject for customizations.

This has been solved in Dynamics 365 F&O by a feature called "Cross company data sharing". Here, you can simply define all the tables that you see holds common data within your organisation. When new records are created in one of the specified legal entities, it will also create the same record in all of the other companies as well. No need to alter table properties or create customized batch obs etc!

So, how does this work! Let´s do a step-by-step description of the process.

1. First we need to find the menu item for this. Use the search bar or go via System administration > Setup.

2. Create a new record and define which table you want to share across companies. In our case, we´ll use the Delivery terms table (DlvTerm).

3. The next step is to define which fields you want use. Maybe you just want to copy the code and description, for instance.

4. You also need to specify all the legal entities that should share this information. Normally, all legal entities should be selected but there might be cases where only some of the companies share common data.

5. Finally, when all the above steps are completed, we need to enable this setup in order to activate it. Click Enable and a dialog box will appear. Click Yes and the system will do an initial load of the current data between the companies.

6. Now we are all set! From now on, every time a new record is created, changed or deleted...the same action will be performed in the other specified companies.

Happy Daxing!