SMART Master Data Management

SMART Master Data Management keeps master data consistent across the companies of a group in Microsoft Dynamics 365 Business Central. Data is entered once in the master company, and the app sends the tables and fields chosen in data sets to destination companies in the same or other environments, where local changes to these records can be prohibited. Data sets can also carry accounting settings, such as charts of accounts, posting groups and dimensions, so that all companies use the same coding.

At a glance

• Publisher: SMART business
• AppSource listing: SMART Master Data Management
• Interface languages: English, Ukrainian
• Licensing: Licensing Policy

Capabilities

• Data sets define what is replicated: the tables, the fields to include and check, and the filters; related tables can be added in one step.
• Records of a data set table can be locked in destination companies against adding, changing or deleting, so they are maintained only in the source company.
• Destination companies can be in the same environment or in other Business Central environments, connected with OAuth through a Microsoft Entra app registration or with basic authentication, and the connection is checked before any data is sent.
• Three job queue entries automate replication: one tracks changes in the data set tables, one puts the changes into packages and one sends the packages to the destination companies. Packages can also be created and sent manually.
• A new destination company receives in one step the data of a data set that already exists in the source company.
• A change log lists the changes in data sets and shows whether each change is already included in a package.
• Large data sets are split into several packages, and packages can be compressed.
• A destination company sees the packages it received and can transform field values during import by rules.
• Guided setup pages show statistics of created, sent and received packages.
• Several destination companies of one environment can be created at once, with their data sets assigned.

Get started

1. Creating a dataset — define which tables, fields and filters to replicate.
2. Creating a credential for data transfer — set up OAuth (recommended) or basic authentication for the sender.
3. Setting Up the Receiver Environment — install SMART Master Data Management in the destination environment, copy the web service URL and set up permissions.
4. Creating a Destination Company — on the sender side, enter the receiver URL, the company name and the credential, and verify them with Check Connection.
5. Using the job queue for automatic dataset package generation and transfer — create periodic jobs that replicate the data automatically.
6. MDM Sender Setup Guide — for a guided walkthrough of these steps, open the MDM Sender Setup page in Business Central.