Skip to main content

Notifications

Small and medium business | Business Central, N...
Suggested answer

How to setting autocopy Customer Card from Company A to Company B?

(1) ShareShare
ReportReport
Posted on by 2
Hello,
 
Please help me,
 
How to setting autocopy Customer Card from Company A to Company B?
 
Thank you
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 25,640 Super User 2025 Season 1 on at
    How to setting autocopy Customer Card from Company A to Company B?
    As mentioned by other users I would recommend using the mater data synchronization functionality. 
     
  • Suggested answer
    Saurav.Dhyani Profile Picture
    Saurav.Dhyani 14,178 Super User 2025 Season 1 on at
    How to setting autocopy Customer Card from Company A to Company B?
    Hi,
     
    If you want to keep a synced copy of the master record between companies, then use Master Data Management. 
     
    With Master Data Managment you can maintain a true synced master in other companies as of the parent company.
     
    If you just want to create a copy of record in other company which later can be different in future, then write a customization to copy document between companies.
     
    Hope it helps.
     
    Regards,
    Saurav Dhyani
  • Matteo Fiocco Profile Picture
    Matteo Fiocco 96 on at
    How to setting autocopy Customer Card from Company A to Company B?
    1) Use Syncronize Master Data As colleagues suggest
     
    or
     
    2) Use Custom code with CHANGECOMPANY Method
     
    Bye
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 76,909 Super User 2025 Season 1 on at
    How to setting autocopy Customer Card from Company A to Company B?
    Hi, You can try the following method.
    Business Central 2023 wave 1 (BC22): Set up and sync master data across companies (Master data management)
     
    Or consider customization, such as the following example
    Dynamics 365 Business Central: How to copy Item Picture from one company to another – Customization
     
    Hope this helps.
    Thanks.
    ZHU
  • Suggested answer
    gdrenteria Profile Picture
    gdrenteria 13,653 Most Valuable Professional on at
    How to setting autocopy Customer Card from Company A to Company B?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Announcing Forum Attachment Improvements!

We're excited to announce that attachments for replies in forums and improved…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,969 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,842 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans