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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Cross Company Data Sha...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Cross Company Data Sharing

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Posted on by Saurabh_star 2

Hi Everyone,

Looking for some quick guidance and real time experience related to Cross Company Data Sharing if someone has already implemented it before. Client is upgrading from Ax 2012 and there is a long list of tables which they were using as part of virtual company. These tables need to be shared among 500+ legal entities.

Issue 1: Some field in table are not sharable. Mainly the Dimension fields in most of the tables are not sharable. Microsoft documents also mentions about this limitation. But what is the workaround if it's a must have requirement from the client, is there a custom development that can be done? Has anyone successfully implemented this?
pastedimage1673835163709v1.pngpastedimage1673835260184v3.pngpastedimage1673835220728v2.png

Issue 2: Some tables are completely not sharable through Cross Company Data Sharing mainly because of 2 kind of issues - 

  • No unique Index
  • Table xyz is a Group table as specified by the table group and may not be shared unless its Data Sharing Type is Duplicate

pastedimage1673835596888v4.png pastedimage1673835647981v5.png

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 15,227 Super User 2026 Season 2 on at

    Hi Saurabh,

    Regarding the both issue, you can evaluate to use Data Management Framework and copy into legal entity functions.

    It should be taken into consideration that you have not same behavior of Cross-Company Data Sharing (e.g. Table is not shared) while you can copy data from source companies to target companies (insert + update).

  • Saurabh_star Profile Picture
    Saurabh_star 2 on at

    Data management framework will enable you to copy the data at the time of fresh import, but what about the scenarios post go live when user starts updating the data in different companies and expect that to be replicated in all the companies?

  • Suggested answer
    Bharani Preetham Peraka Profile Picture
    Bharani Preetham Pe... 3,634 Moderator on at

    The requirement can be achieved from backend. You can add a new button which opens a dialog box in which you should have some parameter like from which vendor to which vendor. Also the countries where these need to be added. Once that is selected and clicked on ok a job should run which will insert these new records in other legal entities.

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,633 Moderator on at

    I've been on projects where we got permission from MSFT to share the financial dimensions on vendors, which required a bit of custom code.  Microsoft's caveat was that the dimension values had to be the same across all legal entities, which they were.  

  • Saurabh_star Profile Picture
    Saurabh_star 2 on at

    Can you please share some more insight about this? were you able to include the dimensions as part of the cross company data sharing after the code change or you had to build a separate functionality to sync the financial dimensions?

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 307,410 Super User 2026 Season 2 on at

    Hi Saurabh,

    When you include the financial dimensions, the account structures for each ledger should be the same. A company with 2 dimensions and another with 3 dimensions will have different values for the dimension combination.

    When there are differences in account structures, you can use the data management framework like mentioned above. To keep data in sync, you should then perform the action regularly.

  • Saurabh_star Profile Picture
    Saurabh_star 2 on at

    Account structure is same in this case, now how do we include the dimensions for sharing?

  • Saurabh_star Profile Picture
    Saurabh_star 2 on at

    looking for some direction from all the experts here... I do have some dirty customizations in mind but before I go that route I would really want to hear some tried and tested solutions that some fellow mates have implemented.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 307,410 Super User 2026 Season 2 on at

    HI Saurabh,

    I have no experience in changing the cross-company data sharing to allow copying the financial dimensions. Frank mentioned they had some experience. Not sure if he is able to share some hints. Otherwise, you would need to reverse engineer the current feature and check where to hook in to be able to include the financial dimensions.

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