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

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Hello,

Please help me,

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

Thank you

COMPANY A COMPANY...

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Gerardo Rentería Ga... 23,590 Most Valuable Professional on at

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

Hi

You should review this functionality.

Set up companies to synchronize master data - Business Central | Microsoft Learn

BR

gr

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YUN ZHU 93,423 Super User 2025 Season 2 on at

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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)

https://yzhums.com/35196/

Or consider customization, such as the following example

Dynamics 365 Business Central: How to copy Item Picture from one company to another – Customization

https://yzhums.com/45211/

Hope this helps.

Thanks.

ZHU

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Matteo Fiocco 258 on at

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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

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Saurav.Dhyani 14,362 Super User 2025 Season 2 on at

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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

https://bit.ly/SubscribeSauravYouTube

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Valentin Castravet 30,062 Super User 2025 Season 2 on at

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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.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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