[How to] Configure Cross-company data sharing (CCDS) in Dynamics 365 Finance and Operations.

Dear Dynamics 365 Community,

Welcome to my next blog on Configure cross-company data sharing (CCDS) in Dynamics 365 Finance and Operations.

In this blog, we shall have a walkthrough on how to configure the master data sharing between legal entities automatically.

Business Scenario

A very common scenario is as follows

• Company has their multiple branches and for that, they are using different Legal Entities in Dynamics 365, they want to create their vendor/Customer in only one legal entity and the same vendor's data will be automatically created in other legal entities

Let’s explore this nice and very useful functionally

Pre-requisite

1. The number sequence for the vendor master must be shared between legal entities where the data needs to be shared
2. All the reference data must be in all the required legal entities where the data sharing is required, like any configuration related vendor such as Vendor group, Sales tax Group and any reference configuration is required for sharing legal entities.
3. A feature called “Customer and vendor master data sharing” needs to be enabled from feature management (System Administration-> Workspaces-> Feature Management

Configurations

Navigate to System Administration-> Setup-> Configure cross-company data sharing form

This configuration will be done by the four steps as follows

• Create a new CCDS configuration
• Add the Legal Entities where this data sharing is required
• Add the required tables and fields which will be shared between legal entities
• Enable this Configurations

• Step 1- Create a new CCDS configuration

Navigate to System Administration-> Setup-> Configure cross-company data sharing –> Create new-> Give a name for the CCDS setup

• Step 2- Add the Legal Entities where this data sharing is required

• Step 3- Add the required tables and fields which will be shared between legal entities

This part is most important, here we specify the tables and fields which will be shared between legal entities

We need to add the tables from the drop down (for our case it is vendtable)

Once the table is added, all the related available fields in the table will be visible under the table node, see below

Also, we need to consider all the related tables are selected separately, such as Vendor bank, vendor contact person,

See below, I have added VendTable for vendor master, VendBankAccount and ContactPerson table in this demo

• Step 4- Enable this Configuration

Once the configuration is done as above, we need to ‘Enable’ the configurations by clicking on ‘Enable’

The configurations are done 

Let’s check the CCDS operations by creating vendor in USSI legal entity

Create a vendor in any of the company we have configured for sharing, I am using USSI LE to create a vendor and the same vendor data will be available in USMF legal entity as per the requirement.

Created a Vendor in USSI as V00004, see the data

Below are the data for vendor bank account in USSI for same vendor above

Now lets check in the USMF, if we have the same vendor automatically created or now

See below the same vendor with same reference data has been created in the USMF LE.

See below, also the Vendor bank account has been created automatically into the USMF LE

Limitations

There are few limitations in this feature as of now till 10.0.19 version

An important limitation we need to consider that, Default dimensions set up against a customer or vendor cannot be shared across companies. When configuring the customer or vendor record for cross-company data sharing, the DefaultDimension field is disabled, and cannot be included in the data sharing policy.

For more information about this feature, kindly visit the Microsoft Documentation here https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/cross-company-data-sharing

This is it for this article, lets stay tuned for more article like this