Organization hierarchy in Common Data Service

Important

Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Because Dynamics 365 Finance is a financial system, organization is a core concept, and system setup starts with the configuration of an organization hierarchy. Business financials can then be tracked at the organization level and also at any level in the organization hierarchy.

Although Common Data Service doesn't have the concept of an organization hierarchy, it does have a few loose concepts, such as total sales revenue. As part of Common Data Service integration, the organization hierarchy data structure is added to Common Data Service.

Data flow

A business ecosystem that consists of Finance and Operations apps and Common Data Service will continue to have an organization hierarchy. This organization hierarchy is built on Finance and Operations apps, but it's exposed in Common Data Service for informational and extensibility purposes. The following illustration shows the organization hierarchy information that is exposed in Common Data Service as a one-way data flow from Finance and Operations apps to Common Data Service.

Architecture image

Templates

Organization hierarchy entity maps are available for one-way synchronization of data from Finance and Operations apps to Common Data Service.

Templates

Product information contains all the information related to the product and its definition, such as the product dimensions or the tracking and storage dimensions. As the following table shows, a collection of entity maps is created to sync products and related information.

Finance and Operations Other Dynamics 365 apps Description
Organization hierarchy purposes msdyn_internalorganizationhierarchypurposes This template provides one-way synchronization of the Organization Hierarchy Purpose entity.
Organization hierarchy type msdyn_internalorganizationhierarchytypes This template provides one-way synchronization of the Organization Hierarchy Type entity.
Organization hierarchy - published msdyn_internalorganizationhierarchies This template provides one-way synchronization of the Organization Hierarchy Published entity.
Operating unit msdyn_internalorganizations
Legal entities msdyn_internalorganizations
Legal entities cdm_companies Provides bidirectional synchronization of legal entity (company) information.

Mapping tables

Mapping types

There are several different mapping types. The following table explains the symbols used in the template tables.

Symbol Description
> One-way
>> One-way, and data is transformed in the process.
= Bidirectional
>< Bidirectional, and data is transformed in the process.
<< One-way, and data is transformed in the process.

Filters

The source filter and reverse source filter determine which rows are synchronized.

Default values

If a synchronized field does not exist in either the Finance and Operations table or the other Dynamics 365 table, then a default value is assigned in the synchronized table. In some cases, the default value is an integer that is a lookup to an attribute value in the Common Data Model. For example, in the Contacts table of the Common Data Model, the default value of address1_addresstypecode is 3. In the Common Data Model, for address1AddressTypeCode the value of 3 is Primary address.

Organization hierarchy purposes to msdyn_internalorganizationhierarchypurposes

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations field Map type Other Dynamics 365 field Default value
HIERARCHYTYPE > msdyn_hierarchypurposetypename
HIERARCHYTYPE > msdyn_hierarchytype.msdyn_name
HIERARCHYPURPOSE >> msdyn_hierarchypurpose
IMMUTABLE >> msdyn_immutable
SETASDEFAULT >> msdyn_setasdefault

Organization hierarchy type to msdyn_internalorganizationhierarchytypes

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations field Map type Other Dynamics 365 field Default value
NAME > msdyn_name

Organization hierarchy - published to msdyn_internalorganizationhierarchies

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations field Map type Other Dynamics 365 field Default value
VALIDTO > msdyn_validto
VALIDFROM > msdyn_validfrom
HIERARCHYTYPE > msdyn_hierarchytypename
PARENTORGANIZATIONPARTYNUMBER > msdyn_parentpartyid
CHILDORGANIZATIONPARTYNUMBER > msdyn_childpartyid
HIERARCHYTYPE > msdyn_hierarchytypeid.msdyn_name
CHILDORGANIZATIONPARTYNUMBER > msdyn_childid.msdyn_partynumber
PARENTORGANIZATIONPARTYNUMBER > msdyn_parentid.msdyn_partynumber

Internal Organization

Internal organization information in Common Data Service comes from two entities, operating unit and legal entities.

Operating unit to msdyn_internalorganizations

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations field Map type Other Dynamics 365 field Default value
LANGUAGEID > msdyn_languageid
NAMEALIAS > msdyn_namealias
NAME > msdyn_name
PARTYNUMBER > msdyn_partynumber
OPERATINGUNITTYPE >> msdyn_type

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations field Map type Other Dynamics 365 field Default value
NAMEALIAS > msdyn_namealias
LANGUAGEID > msdyn_languageid
NAME > msdyn_name
PARTYNUMBER > msdyn_partynumber
none >> msdyn_type 806380000
LEGALENTITYID > msdyn_companycode

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations field Map type Other Dynamics 365 field Default value
NAME = cdm_name
LEGALENTITYID = cdm_companycode