Unified product experience
- 23 minutes to read
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.
When a business ecosystem is made up of Dynamics 365 applications, such as Finance, Supply Chain Management, and Sales, businesses often use these applications to source product data. This is because these apps provides a robust product infrastructure complemented with sophisticated pricing concepts and accurate on-hand inventory data. Businesses who use an external Product Lifecycle Management (PLM) system for sourcing the product data can channelize products from Finance and Operations apps to other Dynamics 365 apps. The unified product experience brings the integrated product data model in to Common Data Service, so that all application users, including Power Platform users, can take advantage of the rich product data coming from Finance and Operations apps.
Here is the product data model from Sales.
Here is the product data model from Finance and Operations apps.
These two product data models have been integrated in Common Data Service as shown below.
The dual-write entity maps for products have been designed to flow data one-way only, in near-real time from Finance and Operations apps to Common Data Service. However, the product infrastructure has been made open to make it bi-directional if required. Although you can customize it, it's at your own risk, as Microsoft does not recommend this approach.
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 |
|---|---|---|
| Released products V2 | msdyn_sharedproductdetails | The msdyn_sharedproductdetails entity contains the fields from Finance and Operations apps that define the product, and that contain the product's financial and management information. The following table shows the mappings. |
| Common Data Service released distinct products | Product | The Product entity contains the fields that define the product. It includes individual products (products with subtype product) and the product variants. The following table shows the mappings. |
| Product number identified barcode | msdyn_productbarcodes | Product bar codes are used to uniquely identify products. |
| Default order settings | msdyn_productdefaultordersettings | |
| Product specific default order settings | msdyn_productdefaultordersettings | |
| Product dimension groups | msdyn_productdimensiongroups | The product dimension group defined which product dimensions define the product. |
| Storage dimension groups | msdyn_productstoragedimensiongroups | The product storage dimension group represents the method used to define the placement the product in the warehouse. |
| Tracking dimension groups | msdyn_producttrackingdimensiongroups | The product tracking dimension group represents the method used to track the product in inventory. |
| Colors | msdyn_productcolors | |
| Sizes | msdyn_productsizes | |
| Styles | msdyn_productsytles | |
| Configurations | msdyn_productconfigurations | |
| Product master colors | msdyn_sharedproductcolors | The Shared product color entity indicates the colors that a specific product master can have. This concept is migrated to Common Data Service to keep data consistent. |
| Product master sizes | msdyn_sharedproductsizes | The Shared product size entity indicates the sizes that a specific product master can have. This concept is migrated to Common Data Service to keep data consistent. |
| Product master styles | msdyn_sharedproductstyles | The Shared product style entity indicates the styles that a specific product master can have. This concept is migrated to Common Data Service to keep data consistent. |
| Product master configurations | msdyn_sharedproductconfigurations | The Shared product configuration entity indicates the configurations that a specific product master can have. This concept is migrated to Common Data Service to keep data consistent. |
| All products | msdyn_globalproducts | The all products entity contains all the products available in Finance and Operations apps, both the released products and the non-released products. |
| Unit | uoms | |
| Unit conversions | msdyn_ unitofmeasureconversions | |
| Product specific unit of measure conversion | msdyn_productspecificunitofmeasureconversion | |
| Product categories | msdyn_productcategories | Each of the product categories and information about its structure and characteristics are contained in the product category entity. |
| Product category hierachies | msdyn_productcategoryhierarhies | You use product hierarchies to categorize or group products.The category hierarchies are available in Common Data Service using the Prodcut category hierarchy entity. |
| Product category hierarchy roles | msdyn_productcategoryhierarchies | Product hierarchies can be used for different roles in D365 Finance and Operations. The specify which category is used in each role the product category role entity is used with the following mappings. |
| Product category assignments | msdyn_productcategoryassignments | To assign a product to a category the product category assignments entity can be used. |
Integration of products
In this model, the product is represented by the combination of two entities in Common Data Service: Product and msdyn_sharedproductdetails. Whereas the first entity contains the definition of a product (the unique identifier for the product, the product name, and the description), the second entity contains the fields stored at the product level. The combination of these two entities is used to define the product according to the concept of the stock keeping unit (SKU). Each released product will have its information in the mentioned entities (Product and Shared Product Details). To keep track of all products (released and not released), the Global products entity is used.
Because the product is represented as a SKU, the concepts of distinct products, product masters, and product variants can be captured in Common Data Service in the following way:
- Products with subtype product are products that are defined by themselves. No dimensions have to be defined. An example is a specific book. For these products, one record is created in the Product entity, and one record is created in the msdyn_sharedproductdetails entity. No product family record is created.
- Product masters are used as generic products that hold the definition and rules that determine the behavior in business processes. Based on these definitions, distinct products that are known as product variants can be generated. For example, T-shirt is the product master, and it can have Color and Size as dimensions. Variants can be released that have different combinations of these dimensions, such a small blue T-shirt or a medium green T-shirt. In the integration, one record per variant is created in the product table. This record contains the variant-specific information, such as the different dimensions. The generic information for the product is stored in the msdyn_sharedproductdetails entity. (This generic information is held in the product master.) Additionally, one product family record is created per product master. The product master information is synced to Common Data Service as soon as the released product master is created (but before variants are released).
- Distinct products refer to all the products subtype product and all the product variants.
With the dual-write functionality enabled, the apps from Finance and Operations will be syncronized in other Dynamics 365 apps in Draft state. They are added to the first pricelist with the same currency. In other words, they are added to the first pricelist in a Dynamics 365 app that matches the currency of your legal entity where the product is released in a Finance and Operations app.
By default products from Finance and Operations apps are synchronized to other Dynamics 365 apps in Draft state. To synchronize the product with Active state so that you can directly use it in sales order quotations, for example, the following setting needs to be chosen: System> Adminstration > System administration > System settings > Sales tab and select Create products in active state = yes.
Note that the synchronization of products happens from Finance and Operations apps to Common Data Service. This means that the values of the product entity fields can be changed in Common Data Service, but when the synchronization is triggered (when a product field is modified in a Finance and Operations app), this will overwrite the values in Common Data Service.
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.
CDS released distinct products to products
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 |
|---|---|---|---|
| PRODUCTNUMBER | >> | msdyn_productnumber | |
| PRODUCTNAME | >> | name | |
| PRODUCTDESCRIPTION | >> | description | |
| ITEMNUMBER | >> | msdyn_itemnumber | |
| CURRENCYCODE | >> | transactioncurrencyid.isocurrencycode | |
| SALESUNITSYMBOL | >> | defaultuomid.msdyn_symbol | |
| SALESPRICE | >> | price | |
| UNITCOST | >> | currentcost | |
| PRODUCTTYPE | >> | producttypecode | |
| SALESUNITDECIMALPRECISION | >> | quantitydecimal | 0 |
| ISCATCHWEIGHTPRODUCT | >> | msdyn_iscatchweight | |
| PRODUCTCOLORID | >> | msdyn_productcolor.msdyn_productcolorname | |
| PRODUCTCONFIGURATIONID | >> | msdyn_productconfiguration.msdyn_productconfiguration | |
| PRODUCTSIZEID | >> | msdyn_productsize.msdyn_productsize | |
| PRODUCTSTYLEID | >> | msdyn_productstyle.msdyn_productstyle |
Released products V2 to msdyn_sharedproductdetails
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 |
|---|---|---|---|
| PRODUCTNUMBER | > | msdyn_globalproduct.msdyn_productnumber | |
| INTRASTATCHARGEPERCENTAGE | > | msdyn_intrastatchargepercentage | |
| ITEMNUMBER | >> | msdyn_itemnumber | |
| APPROXIMATESALESTAXPERCENTAGE | > | msdyn_approximatesalestaxpercentage | |
| BESTBEFOREPERIODDAYS | > | msdyn_bestbeforeperioddays | |
| CARRYINGCOSTABCCODE | >> | msdyn_carryingcostabccode | |
| CONSTANTSCRAPQUANTITY | > | msdyn_constantscrapquantity | |
| COSTCHARGESQUANTITY | > | msdyn_costchargesquantity | |
| DEFAULTRECEIVINGQUANTITY | > | msdyn_defaultreceivingquantity | |
| FIXEDPURCHASEPRICECHARGES | > | msdyn_fixedpurchasepricecharges | |
| FIXEDSALESPRICECHARGES | > | msdyn_fixedsalespricecharges | |
| GROSSDEPTH | > | msdyn_grossdepth | |
| GROSSPRODUCTHEIGHT | > | msdyn_grossproductheight | |
| GROSSPRODUCTWIDTH | > | msdyn_grossproductwidth | |
| INVENTORYUNITSYMBOL | > | msdyn_inventoryunitsymbol.msdyn_symbol | |
| ISDISCOUNTPOSREGISTRATIONPROHIBITED | >> | msdyn_isdiscountposregistrationprohibited | |
| ISEXEMPTFROMAUTOMATICNOTIFICATIONANDCANCELLATION | >> | msdyn_exemptautomaticnotificationcancel | |
| ISINSTALLMENTELIGIBLE | >> | msdyn_isinstallmenteligible | |
| ISINTERCOMPANYPURCHASEUSAGEBLOCKED | >> | msdyn_isintercompanypurchaseusageblocked | |
| ISINTERCOMPANYSALESUSAGEBLOCKED | >> | msdyn_isintercompanysalesusageblocked | |
| ISMANUALDISCOUNTPOSREGISTRATIONPROHIBITED | >> | msdyn_ismanualdiscposregistrationprohibited | |
| ISPHANTOM | >> | msdyn_isphantom | |
| ISPOSREGISTRATIONBLOCKED | >> | msdyn_isposregistrationblocked | |
| ISPOSREGISTRATIONQUANTITYNEGATIVE | >> | msdyn_isposregistrationquantitynegative | |
| ISPURCHASEPRICEAUTOMATICALLYUPDATED | >> | msdyn_ispurchasepriceautomaticallyupdated | |
| ISPURCHASEPRICEINCLUDINGCHARGES | >> | msdyn_ispurchasepriceincludingcharges | |
| ISSALESWITHHOLDINGTAXCALCULATED | >> | msdyn_issaleswithholdingtaxcalculated | |
| ISRESTRICTEDFORCOUPONS | >> | msdyn_isrestrictedforcoupons | |
| ISSALESPRICEADJUSTMENTALLOWED | >> | msdyn_issalespriceadjustmentallowed | |
| ISSALESPRICEINCLUDINGCHARGES | >> | msdyn_issalespriceincludingcharges | |
| ISSCALEPRODUCT | >> | msdyn_isscaleproduct | |
| ISSHIPALONEENABLED | >> | msdyn_isshipaloneenabled | |
| ISUNITCOSTPRODUCTVARIANTSPECIFIC | >> | msdyn_isunitcostproductvariantspecific | |
| ISVARIANTSHELFLABELSPRINTINGENABLED | >> | msdyn_isvariantshelflabelsprintingenabled | |
| ISZEROPRICEPOSREGISTRATIONALLOWED | >> | msdyn_iszeropriceposregistrationallowed | |
| KEYINPRICEREQUIREMENTSATPOSREGISTER | >> | msdyn_keyinpricerequirementsatposregister | |
| KEYINQUANTITYREQUIREMENTSATPOSREGISTER | >> | msdyn_keyinquantityrequirementsatposregister | |
| MARGINABCCODE | >> | msdyn_marginabccode | |
| MAXIMUMPICKQUANTITY | > | msdyn_maximumpickquantity | |
| MUSTKEYINCOMMENTATPOSREGISTER | >> | msdyn_mustkeyincommentatposregister | |
| NECESSARYPRODUCTIONWORKINGTIMESCHEDULINGPROPERTYID | > | msdyn_necessaryproductionworkingtimeschedulingp | |
| NETPRODUCTWEIGHT | > | msdyn_netproductweight | |
| PACKINGDUTYQUANTITY | > | msdyn_packingdutyquantity | |
| POSREGISTRATIONACTIVATIONDATE | > | msdyn_posregistrationactivationdate | |
| POSREGISTRATIONBLOCKEDDATE | > | msdyn_posregistrationblockeddate | |
| POSREGISTRATIONPLANNEDBLOCKEDDATE | > | msdyn_posregistrationplannedblockeddate | |
| POTENCYBASEATTIBUTETARGETVALUE | > | msdyn_potencybaseattibutetargetvalue | |
| POTENCYBASEATTRIBUTEVALUEENTRYEVENT | >> | msdyn_potencybaseattributevalueentryevent | |
| PRODUCTTYPE | >> | msdyn_producttype | |
| PRODUCTIONCONSUMPTIONDENSITYCONVERSIONFACTOR | > | msdyn_productionconsumptiondensityconversion | |
| PRODUCTIONCONSUMPTIONDEPTHCONVERSIONFACTOR | > | msdyn_productionconsumptiondepthconversion | |
| PRODUCTIONCONSUMPTIONHEIGHTCONVERSIONFACTOR | > | msdyn_productionconsumptionheightconversion | |
| PRODUCTIONCONSUMPTIONWIDTHCONVERSIONFACTOR | > | msdyn_productionconsumptionwidthconversion | |
| PRODUCTVOLUME | > | msdyn_productvolume | |
| PURCHASECHARGESQUANTITY | > | msdyn_purchasechargesquantity | |
| PURCHASEOVERDELIVERYPERCENTAGE | > | msdyn_purchaseoverdeliverypercentage | |
| PURCHASEPRICE | > | msdyn_purchaseprice | |
| PURCHASEPRICEDATE | > | msdyn_purchasepricedate | |
| PURCHASEPRICINGPRECISION | > | msdyn_purchasepricingprecision | |
| PURCHASEUNDERDELIVERYPERCENTAGE | > | msdyn_purchaseunderdeliverypercentage | |
| RAWMATERIALPICKINGPRINCIPLE | >> | msdyn_rawmaterialpickingprinciple | |
| SALESCHARGESQUANTITY | > | msdyn_saleschargesquantity | |
| SALESOVERDELIVERYPERCENTAGE | > | msdyn_salesoverdeliverypercentage | |
| SALESPRICE | > | msdyn_salesprice | |
| SALESPRICECALCULATIONCHARGESPERCENTAGE | > | msdyn_salespricecalculationchargespercentage | |
| SALESPRICECALCULATIONCONTRIBUTIONRATIO | > | msdyn_salespricecalculationcontributionratio | |
| SALESPRICECALCULATIONMODEL | >> | msdyn_salespricecalculationmodel | |
| SALESPRICEDATE | > | msdyn_salespricedate | |
| SALESPRICINGPRECISION | > | msdyn_salespricingprecision | |
| SALESUNDERDELIVERYPERCENTAGE | > | msdyn_salesunderdeliverypercentage | |
| SALESUNITSYMBOL | > | msdyn_salesunitsymbol.msdyn_symbol | |
| SCALEINDICATOR | >> | msdyn_scaleindicator | |
| SELLSTARTDATE | > | msdyn_sellstartdate | |
| SHELFADVICEPERIODDAYS | > | msdyn_shelfadviceperioddays | |
| SHELFLIFEPERIODDAYS | > | msdyn_shelflifeperioddays | |
| SHIPSTARTDATE | > | msdyn_shipstartdate | |
| TAREPRODUCTWEIGHT | > | msdyn_tareproductweight | |
| TRANSFERORDEROVERDELIVERYPERCENTAGE | > | msdyn_transferorderoverdeliverypercentage | |
| TRANSFERORDERUNDERDELIVERYPERCENTAGE | > | msdyn_transferorderunderdeliverypercentage | |
| UNITCOST | > | msdyn_unitcost | |
| UNITCOSTDATE | > | msdyn_unitcostdate | |
| UNITCOSTQUANTITY | > | msdyn_unitcostquantity | |
| VARIABLESCRAPPERCENTAGE | > | msdyn_variablescrappercentage | |
| WAREHOUSEMOBILEDEVICEDESCRIPTIONLINE1 | > | msdyn_warehousemobiledevicedescriptionline1 | |
| WAREHOUSEMOBILEDEVICEDESCRIPTIONLINE2 | > | msdyn_warehousemobiledevicedescriptionline2 | |
| WILLINVENTORYISSUEAUTOMATICALLYREPORTASFINISHED | >> | msdyn_willinventoryissueautoreportasfinished | |
| WILLINVENTORYRECEIPTIGNOREFLUSHINGPRINCIPLE | >> | msdyn_willinventoryreceiptignoreflushing | |
| WILLPICKINGWORKBENCHAPPLYBOXINGLOGIC | >> | msdyn_willpickingworkbenchapplyboxinglogic | |
| WILLTOTALPURCHASEDISCOUNTCALCULATIONINCLUDEPRODUCT | >> | msdyn_willtotalpurchdiscountcalcincludeproduct | |
| WILLTOTALSALESDISCOUNTCALCULATIONINCLUDEPRODUCT | >> | msdyn_willtotalsalesdiscountcalcincludeproduct | |
| WILLWORKCENTERPICKINGALLOWNEGATIVEINVENTORY | >> | msdyn_willworkcenterpickingallownegativeinvent | |
| YIELDPERCENTAGE | > | msdyn_yieldpercentage | |
| ISUNITCOSTAUTOMATICALLYUPDATED | >> | msdyn_isunitcostautomaticallyupdated | |
| PURCHASEUNITSYMBOL | > | msdyn_purchaseunitsymbol.msdyn_symbol | |
| PURCHASEPRICEQUANTITY | > | msdyn_purchasepricequantity | |
| ISUNITCOSTINCLUDINGCHARGES | >> | msdyn_isunitcostincludingcharges | |
| FIXEDCOSTCHARGES | >> | msdyn_fixedcostcharges | |
| MINIMUMCATCHWEIGHTQUANTITY | >> | msdyn_minimumcatchweightquantity | |
| MAXIMUMCATCHWEIGHTQUANTITY | >> | msdyn_maximumcatchweightquantity | |
| ALTERNATIVEITEMNUMBER | >> | msdyn_alternativeitemnumber.msdyn_itemnumber | |
| BOMUNITSYMBOL | >> | msdyn_bomunitsymbol.msdyn_symbol | |
| CATCHWEIGHTUNITSYMBOL | >> | msdyn_catchweightunitsymbol.msdyn_symbol | |
| COMPARISONPRICEBASEUNITSYMBOL | >> | msdyn_comparisonpricebaseunitsymbol.msdyn_symbol | |
| PRIMARYVENDORACCOUNTNUMBER | >> | msdyn_vendorid.msdyn_vendoraccountnumber | |
| ISCATCHWEIGHTPRODUCT | >> | msdyn_iscatchweight | |
| PRODUCTDIMENSIONGROUPNAME | >> | msdyn_productdimensiongroupid.msdyn_groupname |
All products to msdyn_globalproducts
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 |
|---|---|---|---|
| PRODUCTNAME | >> | msdyn_productname | |
| PRODUCTNUMBER | >> | msdyn_productnumber |
Product dimensions
Product dimensions are characteristics that identify a product variant. The four product dimensions (Color, Size, Style, and Configuration) are also mapped to Common Data Service to define the product variants. The following illustration shows the data model for the product dimension Color. The same model is applied to Sizes, Styles and Configurations.
Colors to msdyn_productcolors
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 |
|---|---|---|---|
| COLORID | >> | msdyn_productcolorname |
Sizes to msdyn_productsizes
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 |
|---|---|---|---|
| SIZEID | >> | msdyn_productsize |
Styles to msdyn_productstyles
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 |
|---|---|---|---|
| STYLEID | >> | msdyn_productstyle |
Configurations to msdyn_productconfigurations
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 |
|---|---|---|---|
| CONFIGURATIONID | >> | msdyn_productconfiguration |
When a product has different product dimensions (for example, a product master has Size and Color as product dimensions), each distinct product (that is, each product variant) is defined as a combination of those product dimensions. For example, product number B0001 is an extra-small black T-shirt, and product number B0002 is a small black T-shirt. In this case, the existing combinations of product dimensions are defined. For example, the T-shirt from the preceding example can be extra-small and black, small and black, medium and black, or large and black, but it can't be extra-large and black. In other words, the product dimensions that a product master can take are specified, and variants can be released based on these values.
To keep track of the product dimensions that a product master can take, the following entities are created and mapped in Common Data Service for each product dimension. For more information, see Product information overview.
Product master colors to msdyn_sharedproductcolors
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 |
|---|---|---|---|
| PRODUCTCOLORID | >> | msdyn_productcolor.msdyn_productcolorname | |
| PRODUCTMASTERNUMBER | >> | msdyn_globalproduct.msdyn_productnumber | |
| REPLENISHMENTWEIGHT | >> | msdyn_replenishmentweight | |
| DISPLAYSEQUENCENUMBER | >> | msdyn_displaysequencenumber |
Product master sizes to msdyn_sharedproductsizes
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 |
|---|---|---|---|
| PRODUCTMASTERNUMBER | >> | msdyn_globalproduct.msdyn_productnumber | |
| PRODUCTSIZEID | >> | msdyn_productsize.msdyn_productsize | |
| REPLENISHMENTWEIGHT | >> | msdyn_replenishmentweight | |
| DISPLAYSEQUENCENUMBER | >> | msdyn_displaysequencenumber |
Product master styles to msdyn_sharedproductstyles
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 |
|---|---|---|---|
| PRODUCTMASTERNUMBER | >> | msdyn_globalproduct.msdyn_productnumber | |
| PRODUCTSTYLEID | >> | msdyn_productstyle.msdyn_productstyle | |
| REPLENISHMENTWEIGHT | >> | msdyn_replenishmentweight | |
| DISPLAYSEQUENCENUMBER | >> | msdyn_displaysequencenumber |
Product master configurations to msdyn_sharedproductconfigurations
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 |
|---|---|---|---|
| CONTAINERUNITSYMBOL | >> | msdyn_containerunit.msdyn_symbol | |
| PRODUCTCONFIGURATIONID | >> | msdyn_productconfiguration.msdyn_productconfiguration | |
| PRODUCTMASTERNUMBER | >> | msdyn_globalproduct.msdyn_productnumber | |
| REPLENISHMENTWEIGHT | >> | msdyn_replenishmentweight | |
| DISPLAYSEQUENCENUMBER | >> | msdyn_displaysequencenumber |
Product Number Identified Barcode to msdyn_productbarcodes
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 |
|---|---|---|---|
| PRODUCTNUMBER | > | msdyn_productnumberid.msdyn_productnumber | |
| BARCODE | > | msdyn_name | |
| BARCODE | > | msdyn_barcode | |
| PRODUCTQUANTITY | > | msdyn_productquantity | |
| PRODUCTDESCRIPTION | > | msdyn_productdescription | |
| BARCODESETUPID | > | msdyn_barcodesetupid | |
| PRODUCTQUANTITYUNITSYMBOL | > | msdyn_unitofmeasureid.msdyn_symbol | |
| ISDEFAULTSCANNEDBARCODE | >> | msdyn_isdefaultscannedbarcode | |
| ISDEFAULTPRINTEDBARCODE | >> | msdyn_isdefaultprintedbarcode | |
| ISDEFAULTDISPLAYEDBARCODE | >> | msdyn_isdefaultdisplayedbarcode |
Default order settings and product specific default order settings
Default order settings define the site and warehouse where items will be sourced from or stored, the minimum, maximum, multiple and standard quantities that will be used for trading or inventory management, the lead times, the stop flag, and the order promising method. This information is available in Common Data Service using the default order settings and product specific default order settings entity. You can read more information about the functionality in the Default order settings topic.
Default order settings to msdyn_productdefaultordersettings
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 |
|---|---|---|---|
| INVENTWAREHOUSEID | = | msdyn_inventorywarehouse.msdyn_warehouseidentifier | |
| INVENTORYSITEID | = | msdyn_inventorysite.msdyn_siteid | |
| INVENTORYATPDELAYEDDEMANDOFFSETDAYS | = | msdyn_inventoryatpdelayeddemandoffsetdays | |
| INVENTORYATPDELAYEDSUPPLYOFFSETDAYS | = | msdyn_inventoryatpdelayedsupplyoffsetdays | |
| ITEMNUMBER | = | msdyn_itemnumber.msdyn_itemnumber | |
| INVENTORYATPBACKWARDDEMANDTIMEFENCEDAYS | = | msdyn_inventoryatpbackwarddemandtimefencedays | |
| INVENTORYATPBACKWARDSUPPLYTIMEFENCEDAYS | = | msdyn_inventoryatpbackwardsupplytimefencedays | |
| INVENTORYATPTIMEFENCEDAYS | = | msdyn_inventoryatptimefencedays | |
| MAXIMUMINVENTORYORDERQUANTITY | = | msdyn_maximuminventoryorderquantity | |
| MAXIMUMPROCUREMENTORDERQUANTITY | = | msdyn_maximumprocurementorderquantity | |
| MAXIMUMSALESORDERQUANTITY | = | msdyn_maximumsalesorderquantity | |
| MINIMUMINVENTORYORDERQUANTITY | = | msdyn_minimuminventoryorderquantity | |
| MINIMUMPROCUREMENTORDERQUANTITY | = | msdyn_minimumprocurementorderquantity | |
| MINIMUMSALESORDERQUANTITY | = | msdyn_minimumsalesorderquantity | |
| STANDARDINVENTORYORDERQUANTITY | = | msdyn_standardinventoryorderquantity | |
| STANDARDPROCUREMENTORDERQUANTITY | = | msdyn_standardprocurementorderquantity | |
| STANDARDSALESORDERQUANTITY | = | msdyn_standardsalesorderquantity | |
| INVENTORYLEADTIMEDAYS | = | msdyn_inventoryleadtimedays | |
| INVENTORYQUANTITYMULTIPLES | = | msdyn_inventoryquantitymultiples | |
| PROCUREMENTQUANTITYMULTIPLES | = | msdyn_procurementquantitymultiples | |
| SALESQUANTITYMULTIPLES | = | msdyn_salesquantitymultiples | |
| PROCUREMENTSITEID | = | msdyn_procurementsite.msdyn_siteid | |
| PROCUREMENTLEADTIMEDAYS | = | msdyn_procurementleadtimedays | |
| SALESSITEID | = | msdyn_salessite.msdyn_siteid | |
| SALESATPDELAYEDDEMANDOFFSETDAYS | = | msdyn_salesatpdelayeddemandoffsetdays | |
| SALESATPDELAYEDSUPPLYOFFSETDAYS | = | msdyn_salesatpdelayedsupplyoffsetdays | |
| SALESATPBACKWARDDEMANDTIMEFENCEDAYS | = | msdyn_salesatpbackwarddemandtimefencedays | |
| SALESATPBACKWARDSUPPLYTIMEFENCEDAYS | = | msdyn_salesatpbackwardsupplytimefencedays | |
| SALESATPTIMEFENCEDAYS | = | msdyn_salesatptimefencedays | |
| SALESLEADTIMEDAYS | = | msdyn_salesleadtimedays | |
| PROCUREMENTWAREHOUSEID | = | msdyn_procurementwarehouse.msdyn_warehouseidentifier | |
| SALESWAREHOUSEID | = | msdyn_saleswarehouse.msdyn_warehouseidentifier | |
| AREINVENTORYORDERPROMISINGDEFAULTSOVERRIDDEN | >< | msdyn_areinventoryorderdefaultsoverridden | |
| INVENTORYORDERPROMISINGMETHOD | >< | msdyn_inventoryorderpromisingmethod | |
| ISINVENTORYATPINCLUDINGPLANNEDORDERS | >< | msdyn_isinventoryatpincludingplannedorders | |
| ISINVENTORYUSINGWORKINGDAYS | >< | msdyn_isinventoryusingworkingdays | |
| ISINVENTORYSITEMANDATORY | >< | msdyn_isinventorysitemandatory | |
| ISINVENTORYPROCESSINGSTOPPED | >< | msdyn_isinventoryprocessingstopped | |
| ISPROCUREMENTUSINGWORKINGDAYS | >< | msdyn_isprocurementusingworkingdays | |
| ISPROCUREMENTSITEMANDATORY | >< | msdyn_isprocurementsitemandatory | |
| ISPROCUREMENTPROCESSINGSTOPPED | >< | msdyn_isprocurementprocessingstopped | |
| ARESALESORDERPROMISINGDEFAULTSOVERRIDDEN | >< | msdyn_aresalesorderdefaultsoverridden | |
| SALESORDERPROMISINGMETHOD | >< | msdyn_salesorderpromisingmethod | |
| ISSALESATPINCLUDINGPLANNEDORDERS | >< | msdyn_issalesatpincludingplannedorders | |
| ISSALESSITEMANDATORY | >< | msdyn_issalessitemandatory | |
| ISSALESLEADTIMEOVERRIDDEN | >< | msdyn_issalesleadtimeoverridden | |
| ISSALESPROCESSINGSTOPPED | >< | msdyn_issalesprocessingstopped | |
| ISINVENTORYWAREHOUSEMANDATORY | >< | msdyn_isinventorywarehousemandatory | |
| ISPROCUREMENTWAREHOUSEMANDATORY | >< | msdyn_isprocurementwarehousemandatory | |
| ISSALESWAREHOUSEMANDATORY | >< | msdyn_issaleswarehousemandatory |
Product default order settings V2 to msdyn_productspecificdefaultordersettings
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 |
|---|---|---|---|
| INVENTORYWAREHOUSEID | = | msdyn_inventorywarehouse.msdyn_warehouseidentifier | |
| INVENTORYSITEID | = | msdyn_inventorysite.msdyn_siteid | |
| INVENTORYATPDELAYEDDEMANDOFFSETDAYS | = | msdyn_inventoryatpdelayeddemandoffsetdays | |
| INVENTORYATPDELAYEDSUPPLYOFFSETDAYS | = | msdyn_inventoryatpdelayedsupplyoffsetdays | |
| ITEMNUMBER | = | msdyn_itemnumber.msdyn_itemnumber | |
| INVENTORYATPBACKWARDDEMANDTIMEFENCEDAYS | = | msdyn_inventoryatpbackwarddemandtimefencedays | |
| INVENTORYATPBACKWARDSUPPLYTIMEFENCEDAYS | = | msdyn_inventoryatpbackwardsupplytimefencedays | |
| INVENTORYATPTIMEFENCEDAYS | = | msdyn_inventoryatptimefencedays | |
| MAXIMUMINVENTORYORDERQUANTITY | = | msdyn_maximuminventoryorderquantity | |
| MAXIMUMPROCUREMENTORDERQUANTITY | = | msdyn_maximumprocurementorderquantity | |
| MAXIMUMSALESORDERQUANTITY | = | msdyn_maximumsalesorderquantity | |
| MINIMUMINVENTORYORDERQUANTITY | = | msdyn_minimuminventoryorderquantity | |
| MINIMUMPROCUREMENTORDERQUANTITY | = | msdyn_minimumprocurementorderquantity | |
| MINIMUMSALESORDERQUANTITY | = | msdyn_minimumsalesorderquantity | |
| STANDARDINVENTORYORDERQUANTITY | = | msdyn_standardinventoryorderquantity | |
| STANDARDPROCUREMENTORDERQUANTITY | = | msdyn_standardprocurementorderquantity | |
| STANDARDSALESORDERQUANTITY | = | msdyn_standardsalesorderquantity | |
| INVENTORYLEADTIMEDAYS | = | msdyn_inventoryleadtimedays | |
| INVENTORYQUANTITYMULTIPLES | = | msdyn_inventoryquantitymultiples | |
| PROCUREMENTQUANTITYMULTIPLES | = | msdyn_procurementquantitymultiples | |
| SALESQUANTITYMULTIPLES | = | msdyn_salesquantitymultiples | |
| PROCUREMENTSITEID | = | msdyn_procurementsite.msdyn_siteid | |
| PROCUREMENTLEADTIMEDAYS | = | msdyn_procurementleadtimedays | |
| SALESSITEID | = | msdyn_salessite.msdyn_siteid | |
| SALESATPDELAYEDDEMANDOFFSETDAYS | = | msdyn_salesatpdelayeddemandoffsetdays | |
| SALESATPDELAYEDSUPPLYOFFSETDAYS | = | msdyn_salesatpdelayedsupplyoffsetdays | |
| SALESATPBACKWARDDEMANDTIMEFENCEDAYS | = | msdyn_salesatpbackwarddemandtimefencedays | |
| SALESATPBACKWARDSUPPLYTIMEFENCEDAYS | = | msdyn_salesatpbackwardsupplytimefencedays | |
| SALESATPTIMEFENCEDAYS | = | msdyn_salesatptimefencedays | |
| SALESLEADTIMEDAYS | = | msdyn_salesleadtimedays | |
| PROCUREMENTWAREHOUSEID | = | msdyn_procurementwarehouse.msdyn_warehouseidentifier | |
| SALESWAREHOUSEID | = | msdyn_saleswarehouse.msdyn_warehouseidentifier | |
| AREINVENTORYDEFAULTORDERSETTINGSOVERRIDDEN | >< | msdyn_areinventoryorderdefaultsoverridden | |
| INVENTORYORDERPROMISINGMETHOD | >< | msdyn_inventoryorderpromisingmethod | |
| ISINVENTORYATPINCLUDINGPLANNEDORDERS | >< | msdyn_isinventoryatpincludingplannedorders | |
| ISINVENTORYUSINGWORKINGDAYS | >< | msdyn_isinventoryusingworkingdays | |
| ISINVENTORYSITEMANDATORY | >< | msdyn_isinventorysitemandatory | |
| ISINVENTORYPROCESSINGSTOPPED | >< | msdyn_isinventoryprocessingstopped | |
| ISPROCUREMENTUSINGWORKINGDAYS | >< | msdyn_isprocurementusingworkingdays | |
| ISPROCUREMENTSITEMANDATORY | >< | msdyn_isprocurementsitemandatory | |
| ISPROCUREMENTPROCESSINGSTOPPED | >< | msdyn_isprocurementprocessingstopped | |
| ARESALESDEFAULTORDERSETTINGSOVERRIDDEN | >< | msdyn_aresalesorderdefaultsoverridden | |
| SALESORDERPROMISINGMETHOD | >< | msdyn_salesorderpromisingmethod | |
| ISSALESATPINCLUDINGPLANNEDORDERS | >< | msdyn_issalesatpincludingplannedorders | |
| ISSALESSITEMANDATORY | >< | msdyn_issalessitemandatory | |
| ISSALESLEADTIMEOVERRIDDEN | >< | msdyn_issalesleadtimeoverridden | |
| ISSALESPROCESSINGSTOPPED | >< | msdyn_issalesprocessingstopped | |
| ISINVENTORYWAREHOUSEMANDATORY | >< | msdyn_isinventorywarehousemandatory | |
| ISPROCUREMENTWAREHOUSEMANDATORY | >< | msdyn_isprocurementwarehousemandatory | |
| ISSALESWAREHOUSEMANDATORY | >< | msdyn_issaleswarehousemandatory | |
| OPERATIONALSITEID | = | msdyn_operationalsite.msdyn_siteid | |
| PRODUCTCOLORID | = | msdyn_productcolor.msdyn_productcolorname | |
| PRODUCTCONFIGURATIONID | = | msdyn_productconfiguration.msdyn_productconfiguration | |
| PRODUCTSIZEID | = | msdyn_productsize.msdyn_productsize | |
| PRODUCTSTYLEID | = | msdyn_productstyle.msdyn_productstyle |
Unit of measure and unit of measure conversions
The units of measure and its respective conversions is available in the Common Data Service following the data model shown in the diagram.
The unit of measure concept is integrated between Finance and Operations apps and other Dynamics 365 apps. For each unit class in a Finance and Operations app, a unit group is created in a Dynamics 365 app, which contains the units belonging to the unit class. A default base unit is also created for every unit group.
Units to uoms
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 |
|---|---|---|---|
| UNITSYMBOL | >> | msdyn_symbol | |
| UNITCLASS | >> | msdyn_externalunitclassname | |
| DECIMALPRECISION | >> | msdyn_decimalprecision | |
| ISBASEUNIT | >> | msdyn_isbaseunit | |
| ISSYSTEMUNIT | >> | msdyn_issystemunit | |
| SYSTEMOFUNITS | >> | msdyn_systemofunits | |
| UNITSYMBOL | >> | name | |
| UNITDESCRIPTION | >> | msdyn_description |
Unit conversions to msdyn_unitofmeasureconversions
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 |
|---|---|---|---|
| DENOMINATOR | = | msdyn_denominator | |
| NUMERATOR | = | msdyn_numerator | |
| FACTOR | = | msdyn_factor | |
| INNEROFFSET | = | msdyn_inneroffset | |
| OUTEROFFSET | = | msdyn_outeroffset | |
| ROUNDING | >< | msdyn_rounding | |
| TOUNITSYMBOL | = | msdyn_tounit.msdyn_symbol | |
| FROMUNITSYMBOL | = | msdyn_fromunit.msdyn_symbol |
Product specific unit conversions to msdyn_productspecificunitofmeasureconversions
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 |
|---|---|---|---|
| DENOMINATOR | = | msdyn_denominator | |
| NUMERATOR | = | msdyn_numerator | |
| FACTOR | = | msdyn_factor | |
| FROMUNITSYMBOL | = | msdyn_fromunit.msdyn_symbol | |
| TOUNITSYMBOL | = | msdyn_tounit.msdyn_symbol | |
| PRODUCTNUMBER | = | msdyn_globalproduct.msdyn_productnumber | |
| INNEROFFSET | = | msdyn_inneroffset | |
| OUTEROFFSET | = | msdyn_outeroffset | |
| ROUNDING | >< | msdyn_rounding |
Initial synchronization of units data matching between Finance and Operations and Common Data Service
Initial synchronization of units
When dual write is enabled, units from Finance and Operations apps are synchronized to other Dynamics 365 apps. The unit groups synchronized from Finance and Operations apps in Common Data Service have a flag set that indicates they are “Externally maintained”.
Matching units and unit classes/groups data from Finance and Operations and other Dynamics 365 apps
First, it is important to note that the integration key for unit is msdyn_symbol. Therefore, this value must be unique in Common Data Service or other Dynamics 365 apps. Because in other Dynamics 365 apps it is the pair “Unit group ID” and “Name” that define the uniqueness of a unit, you need to consider different scenarios for matching unit data between Finance and Operations apps and Common Data Service.
For units matching/overlapping in Finance and Operations apps and other Dynamics 365 apps:
- The unit belongs to a unit group in other Dynamics 365 apps that corresponds to the associated unit class in Finance and Operations apps. In this case, the field msdyn_symbol in other Dynamics 365 apps must be filled in with the unit symbol from Finance and Operations apps. Therefore, when the data will be matched, and the unit group will be set as “Externally maintained” in other Dynamics 365 apps.
- The unit belongs to a unit group in other Dynamics 365 apps that does not correspond to the associated unit class in Finance and Operations apps (no existing unit class in Finance and Operations apps for the unit class in other Dynamics 365 apps). In this case, the msdyn_symbol must be filled in with a random string. Note that this value must be unique in other Dynamics 365 apps.
For units and unit classes in Finance and Operations not existing in other Dynamics 365 apps:
As part of dual-write the unit groups from Finance and Operations apps and its corresponding units are created and synchronized in other Dynamics 365 apps and Common Data Service and the unit group will be set as “Externally maintained”. No extra bootstrapping effort is required.
For units in other Dynamics 365 apps that do not exist in Finance and Operations apps:
The field msdyn_symbol must be filled in for all units. The units can always be created in Finance and Operations apps in the corresponding unit class (if it exists). If the unit class does not exist, first the unit class must be created (note that you cannot create a unit class in Finance and Operations apps except through extension if you are extending the enum) matching the other Dynamics 365 apps unit group. Then you can create the unit. Note that the unit symbol in Finance and Operations apps must be the msdyn_symbol previously specified in other Dynamics 365 apps for the unit.
Product policies: dimension, tracking and storage groups
The product policies are sets of policies used for defining products and its characteristics in inventory. The product dimension group, product tracking dimension group and storage dimension group can be found as product policies.
Product dimension groups to msdyn_productdimensiongroups
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 |
|---|---|---|---|
| WILLSALESPRICESEARCHUSEPRODUCTSTYLE | >< | msdyn_willsalespricesearchuseproductstyle | |
| WILLPURCHASEPRICESEARCHUSEPRODUCTSIZE | >< | msdyn_willpurchasepricesearchuseproductsize | |
| WILLSALESPRICESEARCHUSEPRODUCTCONFIGURATION | >< | msdyn_willsalespricesearchuseprodconfig | |
| WILLSALESPRICESEARCHUSEPRODUCTCOLOR | >< | msdyn_willsalespricesearchuseproductcolor | |
| WILLPURCHASEPRICESEARCHUSEPRODUCTSTYLE | >< | msdyn_willpurchasepricesearchuseproductstyle | |
| WILLPURCHASEPRICESEARCHUSEPRODUCTCONFIGURATION | >< | msdyn_willpurchpricesearchuseprodconfig | |
| WILLPURCHASEPRICESEARCHUSEPRODUCTCOLOR | >< | msdyn_willpurchpricesearchuseproductcolor | |
| ISPRODUCTSTYLEACTIVE | >< | msdyn_isproductstyleactive | |
| ISPRODUCTSIZEACTIVE | >< | msdyn_isproductsizeactive | |
| ISPRODUCTCONFIGURATIONACTIVE | >< | msdyn_isproductconfigurationactive | |
| ISPRODUCTCOLORACTIVE | >< | msdyn_isproductcoloractive | |
| GROUPNAME | = | msdyn_groupname | |
| GROUPDESCRIPTION | = | msdyn_groupdescription | |
| PRODUCTVARIANTNOMENCLATURENAME | = | msdyn_productvariantnomenclaturename | |
| WILLSALESPRICESEARCHUSEPRODUCTSIZE | >< | msdyn_willsalespricesearchuseproductsize |
Tracking dimension groups to msdyn_producttrackingdimensiongroups
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 |
|---|---|---|---|
| SERIALNUMBERCAPTURINGOPERATION | >< | msdyn_serialnumbercapturingoperation | |
| GROUPNAME | = | msdyn_groupname | |
| GROUPDESCRIPTION | = | msdyn_groupdescription | |
| ISSERIALNUMBERENABLEDFORPRODUCTIONCONSUMPTIONPROCESS | >< | msdyn_issnenabledforpcprocess | |
| ISSERIALNUMBERCONTROLENABLED | >< | msdyn_isserialnumbercontrolenabled | |
| ISSERIALNUMBERENABLEDFORSALESPROCESS | >< | msdyn_isserialnumberenabledforsalesprocess | |
| ISSERIALNUMBERACTIVE | >< | msdyn_isserialnumberactive | |
| ISSALESPRICEBYSERIALNUMBER | >< | msdyn_issalespricebyserialnumber | |
| ISSALESPRICEBYBATCHNUMBER | >< | msdyn_issalespricebybatchnumber | |
| ISPURCHASEPRICEBYSERIALNUMBER | >< | msdyn_ispurchasepricebyserialnumber | |
| ISPURCHASEPRICEBYBATCHNUMBER | >< | msdyn_ispurchasepricebybatchnumber | |
| ISPRIMARYSTOCKINGENABLEDFORSERIALNUMBER | >< | msdyn_isprimarystockingenabledforsn | |
| ISPRIMARYSTOCKINGENABLEDFORBATCHNUMBER | >< | msdyn_isprimarystockingenabledforbn | |
| ISPHYSICALINVENTORYENABLEDFORSERIALNUMBER | >< | msdyn_isphysicalinventoryenabledforsn | |
| ISPHYSICALINVENTORYENABLEDFORBATCHNUMBER | >< | msdyn_isphysicalinventoryenabledforbn | |
| ISFINANCIALINVENTORYENABLEDFORSERIALNUMBER | >< | msdyn_isfinancialinventoryenabledforsn | |
| ISFINANCIALINVENTORYENABLEDFORBATCHNUMBER | >< | msdyn_isfinancialinventoryenabledforbn | |
| ISCOVERAGEPLANENABLEDFORSERIALNUMBER | >< | msdyn_iscoverageplanenabledforserialnumber | |
| ISCOVERAGEPLANENABLEDFORBATCHNUMBER | >< | msdyn_iscoverageplanenabledforbatchnumber | |
| ISBLANKRECEIPTALLOWEDFORSERIALNUMBER | >< | msdyn_isblankreceiptallowedforserialnumber | |
| ISBLANKRECEIPTALLOWEDFORBATCHNUMBER | >< | msdyn_isblankreceiptallowedforbatchnumber | |
| ISBLANKISSUEALLOWEDFORSERIALNUMBER | >< | msdyn_isblankissueallowedforserialnumber | |
| ISBLANKISSUEALLOWEDFORBATCHNUMBER | >< | msdyn_isblankissueallowedforbatchnumber | |
| ISBATCHNUMBERACTIVE | >< | msdyn_isbatchnumberactive | |
| ISINVENTORYOWNERACTIVE | >< | msdyn_isinventoryowneractive |
Storage dimension groups to msdyn_productstoragedimensiongroups
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 |
|---|---|---|---|
| WILLSALESPRICESEARCHUSEWAREHOUSE | >< | msdyn_willsalespricesearchusewarehouse | |
| WILLSALESPRICESEARCHUSESITE | >< | msdyn_willsalespricesearchusesite | |
| WILLSALESPRICESEARCHUSEINVENTORYSTATUS | >< | msdyn_willsalespricesearchuseinventorystatus | |
| WILLPURCHASEPRICESEARCHUSEWAREHOUSE | >< | msdyn_willpurchasepricesearchusewarehouse | |
| WILLPURCHASEPRICESEARCHUSESITE | >< | msdyn_willpurchasepricesearchusesite | |
| WILLPURCHASEPRICESEARCHUSEINVENTORYSTATUS | >< | msdyn_willpurchpricesearchuseinventstatus | |
| WILLCOVERAGEPLANNINGUSEWAREHOUSE | >< | msdyn_willcoverageplanusewarehouse | |
| WILLCOVERAGEPLANNINGUSELOCATION | >< | msdyn_iscoverageplanenabledforlocation | |
| WILLCOVERAGEPLANNINGUSEINVENTORYSTATUS | >< | msdyn_willcoverageplanuseinventorystatus | |
| AREADVANCEDWAREHOUSEMANAGEMENTPROCESSESENABLED | >< | msdyn_areadvancedwmprocessesenabled | |
| ISWAREHOUSEPRIMARYSTORAGEDIMENSION | >< | msdyn_iswarehouseprimarystoragedimension | |
| ISWAREHOUSEMANDATORY | >< | msdyn_iswarehousemandatory | |
| ISPHYSICALINVENTORYENABLEDFORWAREHOUSE | >< | msdyn_isphysicalinventoryenabledforwarehouse | |
| ISPHYSICALINVENTORYENABLEDFORLOCATION | >< | msdyn_isphysicalinventoryenabledforlocation | |
| ISLOCATIONACTIVE | >< | msdyn_islocationactive | |
| ISFINANCIALINVENTORYENABLEDFORWAREHOUSE | >< | msdyn_isfinancialinventoryenabledforwarehouse | |
| GROUPNAME | = | msdyn_groupname | |
| GROUPDESCRIPTION | = | msdyn_groupdescription | |
| ISBLANKRECEIPTALLOWEDFORLOCATION | >< | msdyn_isblankreceiptallowedforlocation | |
| ISBLANKISSUEALLOWEDFORLOCATION | >< | msdyn_isblankissueallowedforlocation |
Product hierarchies
Product category hierarchies to msdyn_productcategoryhierarchies
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 |
|---|---|---|---|
| HIERARCHYNAME | = | msdyn_name | |
| HIERARCHYDESCRIPTION | = | msdyn_description |
Product categories to msdyn_productcategories
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 |
|---|---|---|---|
| PRODUCTCATEGORYHIERARCHYNAME | = | msdyn_hierarchy.msdyn_name | |
| ISCATEGORYINHERITINGPARENTPRODUCTATTRIBUTES | >< | msdyn_isinheritingparentproductattributes | |
| PROJECTCATEGORYNAME | = | msdyn_projectcategoryname | |
| ISTANGIBLEPRODUCT | >< | msdyn_istangibleproduct | |
| ISCATEGORYINHERITINGPARENTCATEGORYATTRIBUTES | >< | msdyn_isinheritingparentcategoryattributes | |
| CATEGORYCODE | = | msdyn_code | |
| CATEGORYDESCRIPTION | = | msdyn_description | |
| CATEGORYKEYWORDS | = | msdyn_keywords | |
| CATEGORYNAME | = | msdyn_name | |
| FRIENDLYCATEGORYNAME | = | msdyn_friendlycategoryname | |
| PARENTPRODUCTCATEGORYNAME | = | msdyn_parentproductcategory.msdyn_name | |
| PRODUCTCATEGORYHIERARCHYNAME | >> | msdyn_parentproductcategory.msdyn_hierarchy.msdyn_name |
Product category assignments to msdyn_productcategoryassignments
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 |
|---|---|---|---|
| PRODUCTNUMBER | = | msdyn_globalproduct.msdyn_productnumber | |
| PRODUCTCATEGORYNAME | = | msdyn_productcategory.msdyn_name | |
| PRODUCTCATEGORYHIERARCHYNAME | = | msdyn_productcategory.msdyn_hierarchy.msdyn_name | |
| PRODUCTNUMBER | >> | msdyn_name |
Product category hierarchy roles to msdyn_productcategoryhierarchyroles
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 |
|---|---|---|---|
| PRODUCTCATEGORYHIERARCHYNAME | = | msdyn_hierarchy.msdyn_name | |
| HIERARCHYROLE | >< | msdyn_hierarchyrole |
Integration key for products
To uniquely identify products between Dynamics 365 for Finance and Operations and products in Common Data Service the integration keys are used. For products, the (productnumber) is the unique key that identifies a product in Common Data Service. It is composed by the concatenation of: (company, msdyn_productnumber). The company indicates the legal entity in Finance and Operations and msdyn_productnumber indicates the product number for the specific product in Finance and Operations.
For a other Dynamics 365 apps user, the product is identified in the UI with the msdyn_productnumber (note that the label of the field is Product number). In the product form both the company and the msydn_productnumber are shown. However, the (productnumber) field, the unique key for a product, is not shown.
Note that if apps are built on top of Common Data Service, special attention should be paid to using the (productnumber), that is the unique product ID, as the integration key, and not the msdyn_productnumber, due to the fact that the last is not unique.
Initial synchronization of products and migration of data from Common Data Service to Finance and Operations
Initial synchronization of products
When dual write is enabled, products from Dynamics 365 Finance and Operations are synchronized to Common Data Service and other Dynamics 365 apps. Note that products created in Common Data Service and other Dynamics 365 apps prior to dual write, will not be updated or matched with product data from Finance and Operations.
Matching product data from Finance and Operations and other Dynamics 365 apps
If the same products are kept (overlapping/matching) in Finance and Operations and in Common Data Service and other Dynamics 365 apps, when enabling dual-write the synchronization of products from Finance and Operations will take place, and duplicate records will appear in Common Data Service for the same product. To avoid the previous situation, if other Dynamics 365 apps have products that are overlapping/matching with Finance and Operations, then the administrator enabling dual write must bootstrap the fields Company (example: "USMF") and msdyn_productnumber (example: "1234:Black:S") before the synchronization of products takes place. In other words, these two fields in the product in Common Data Service must be filled in with the respective company in Finance and Operations to which the product needs to be matched with and with its product number.
Then, when the synchronization is enabled and takes place, the products from Finance and Operations will be synchronized with the matched products in Common Data Service and other Dynamics 365 apps. This is applicable for both distinct products and product variants.
Migration of product data from other Dynamics 365 apps to Finance and Operations
If other Dynamics 365 apps has products that are not present in Finance and Operations, the administrator can first use the EcoResReleasedProductCreationV2Entity for importing those products in Finance and Operations. And secondly, match the product data from Finance and Operations and other Dynamics 365 apps as described above.
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