B2F Master Data Management

Master Data Management for Microsoft Dynamics 365 Business Central

🧩 Overview

Ensure data consistency, integrity, and control across all your companies within Microsoft Dynamics 365 Business Central using the Master Data Management (MDM) add-on by B2F Consultancy. Designed for multi-entity businesses, this solution centralizes master data management, enabling seamless data publishing, exception handling, and synchronization across legal entities.

🔑 Key Benefits

• Centralized Governance: Manage all master data from a single publishing company.
• Multi-Company Synchronization: Transfer master data across multiple companies effortlessly.
• Data Integrity with Exceptions: Allow controlled field-level overrides in target companies without compromising master data consistency.
• Automation Ready: Enable scheduled data synchronization via job queues.
• Flexible Record Mapping: Handle complex record relationships through intuitive template and mapping setups.
• Error Diagnostics: Proactive error handling and resolution workflows enhance operational continuity.

⚙️ Core Capabilities

1. Master Data Setup

• Define a master data company and its target participants.
• Configure master publishing settings using the “Enable Publisher” toggle.

2. Master Data Templates

• Create templates specifying which tables and fields will be synchronized.
• Define status workflows: New, In Progress, Approved, Closed.
• Use sequence numbers to control the transfer order of dependent records (e.g., cities before customer addresses).
• Establish Master Template and Mapping Fields to relate dependent records (e.g., linking dimension values to item cards).

3. Exception Management

• Create configurable exceptions per company to allow designated users to modify specified fields in synchronized data.
• Define editable fields at the user, table, and field level.
• Ensure controlled flexibility while preserving centralized governance.

4. Synchronization Control

• View pending records on the Master Data List (Pending Synchronization) page.
• Initiate manual or automated synchronization processes.
• Review synchronization status, diagnose issues, and take corrective actions using Assign Error Action.

5. Error Handling

• Identify root causes with error messages tied to unsynchronized records.
• Choose actions such as:
• None – Ignore unresolvable records.
• Clear System ID – Reset the mapping to allow reprocessing.
• Supports real-world scenarios like blocked deletions due to ledger dependencies.