options for sharing customers across entities-AX 2012 R3

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I have a requirement to set up a sales ledger for an entity that should pick up customer data from the main entity rather than duplicating accounts. I'm aware there could be issues such as credit limit that has to stay the same across entities, what else is a concern?

Where do I configure the new ledger to have access to the original customer list of accounts? If they add new customer accounts from the new entity are they added to the original shared list or just available to that entity?

thanks

AXF

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André Arnaud de Cal... 304,253 Super User 2026 Season 1 on at

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Hi AXF,

You can actually use virtual company accounts and table collections containing the tables you want to share across legal entities. Note that this way of sharing data is depreciated in Microsoft Dynamics 365. Instead, there is a cross data sharing. You can achieve a similar scenario by using the copy data between entities in Data Import Export Framework. This last option is actually duplicating the data to other legal entities.

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thanks very much Andre. It's not really the getting the customer list in that is the problem, it is keeping it linked. So when the new entity wants to invoice a customer that we already have in the original entity, I want to force the 'new customer' default to pick from the shared list rather than setting up a separate account with potentially different customer data being entered.

This seems to be way too hard for a 'simple' thing. Is the standard process to just set up multiple unlinked customer accounts? doesn't seem right to me.

I will look into Virtual company accounts, do you have any suggested links to help?

many thanks

AXF

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nmaenpaa 101,172 Moderator on at

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General info about virtual companies: [View:https://technet.microsoft.com/en-us/library/aa834413.aspx]

Sharing customers: [View:https://technet.microsoft.com/en-us/library/jj556270.aspx]

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André Arnaud de Cal... 304,253 Super User 2026 Season 1 on at

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Hi AXFinance,

Nikolaos did provide some useful links here for the virtual companies. In the scenario where you create separate customers per legal entity, it would still be possible to use the same party ID. In that case the name, address and contact information is the same for the customers. Only attributes like default dimensions, payment conditions, customer group, etcetera are fields which could have different values per legal entity.

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thanks Nikolaos I will look at those

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Many thanks Andre I will do some testing,

regards

AXF

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