Dynamics F/SCM Customer Experience (CRM) Dynamics GP Dynamics Business Central (NAV) Dynamics SL Power Platform Fabric Copilot

[Benji Jasik]

we have many companies in our NAV instance and want to make changes across all of them in one screen (User Setup Allowed posting dates)

Is there a tool out there or sample code I can use to build something like this?

Thanks in advance.

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Benji Jasik
Generate Capital
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[Spencer Coulter]

Benji,

We’ve built similar tools in the past, generally the cleanest way is to define a “template” or master company that all changes are made in so that you only have to worry about the synch one way. Then you simply add listeners for table changes and push that through to the other companies using C/AL to switch company and copy information. We’ve done this for master data in the cases I can think of (COA, Dimensions, Customers, Vendors, etc) and even have a case where we did it for a cloud BC instance crossing between tenants.

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Spencer Coulter
Director, Business Applications

RSM US LLP
D: 515.281.9248 F: 515.471.5261
E: Spencer.Coulter@rsmus.com
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[Benji Jasik]

Thanks. We do have a template company we make changes to first, but not the code to push those changes across the rest of our companies.

Let me know if you would be willing to share any sample code or point me in the right direction

Benji

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Benji Jasik
Generate Capital
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[Spencer Coulter]

Sure thing, so in general using the template will protect you from looping. In the template listen for the OnInsert, OnModify, OnDelete to fire logic. Once you’ve caught the interaction you can loop the Companies table and call a CHANGECOMPANY method to login to the other company. Inside of that you can simply call a GET for the table you are interacting with and a [Table].COPY(Rec) so that it copies the record into the other company.

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Spencer Coulter
Director, Business Applications

RSM US LLP
D: 515.281.9248 F: 515.471.5261
E: Spencer.Coulter@rsmus.com
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[Debbie Clark]

Hi Benji,
We have at tool that will push data across all the companies automatically called ConnectIT.  It is developed by idyn and we are the North American distributors which will work with your partner to get you the tool.  Please let me know if you need further information.  🙂

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Debbie Clark
Toronto Co-Chairperson,BCUG/NAVUG
Qixas Group Inc, Chief Operations Officer
dclark@qixas.com
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[Benji Jasik]

Can we get a demo directly or do we have to go through our partner (Innovia ?)

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Benji Jasik
Generate Capital
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[Debbie Clark]

Absolutely we can provide a demo.  Let’s connect privately.

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Debbie Clark
Toronto Co-Chairperson,BCUG/NAVUG
Qixas Group Inc, Chief Operations Officer
dclark@qixas.com
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