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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to setting autocop...
Small and medium business | Business Central, N...
Suggested Answer

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

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Posted on by FS-03070355-0 2
Hello,
 
Please help me,
 
How to setting autocopy Customer Card from Company A to Company B?
 
Thank you
COMPANY A COMPANY B.png
I have the same question (0)
  • Suggested answer
    Gerardo Rentería García Profile Picture
    Gerardo Rentería Ga... 25,547 Most Valuable Professional on at
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 98,128 Super User 2026 Season 1 on at
    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
  • Matteo Fiocco Profile Picture
    Matteo Fiocco 260 on at
    1) Use Syncronize Master Data As colleagues suggest
     
    or
     
    2) Use Custom code with CHANGECOMPANY Method
     
    Bye
  • Suggested answer
    Saurav.Dhyani Profile Picture
    Saurav.Dhyani 14,414 User Group Leader on at
    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
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 31,981 Super User 2026 Season 1 on at
    As mentioned by other users I would recommend using the mater data synchronization functionality. 
     

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