Implementing Master Data Management (MDM) between Dynamics AX 2012 R3 and Dynamics NAV 2013

Microsoft Dynamics R3 ships with Master Data Management (MDM), a feature to synchronize master data between AX instances and other applications. MDM module handles most business requirements concerning master data: publishing, filtering, conflict management, etc.

MDM is built on top of Microsoft SQL Server Master Data Services (SQL MDS), requiring a SQL Server Enterprise Edition to work properly. Very little effort is required to publish master data records between AX instances with MDM enabled.

The goal of this post is demonstrate an approach of managing customer information centrally in AX and publishing it to other applications, in this particularly case Dynamics NAV, since many customers have various ERP’s in their environment.

A single-master configuration has implemented, only the AX 2012 instance can write to MDS, Dynamics NAV will be a read-only subscriber. This decision will eliminate the biggest issue in MDM, the conflict management.

 

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Set up SQL MDS

Open SQL Server Open Master Data Services Configuration Manager

Select “Create database” and fill the database name, in this case, I have choosen MDM.

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Select “Web Configuration” and fill Website Name and then click “Create Application”. Associate database MDM with the created web application.

 

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Open “Microsoft Dynamics AX Management Shell” At the Windows PowerShell command prompt, execute the  command.  “Set-AXMasterDataManagementMDSSetup –MDSServerName localhost MDSDatabase MDM”

Replace server and database parameters with your values

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Set up Dynamics AX

 

Open “Data import export framework” -> Master data management -> Configure SQL Server Master Data Services connection.

 

Fill SQL Server where MDM is installed ,set database name to “MDM. In the MDS service endpoint field, enter the URL for the MDS web application, followed by /service/service.svc.

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Click “Test Configuration”.If everything is correctly configured, a success message should is displayed.

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Open Data import export framework -> Master data management -> Publish entities to SQL Master Data Service

Select Customer Entity and click Create schema. After the schema have been created, the checkbox  in the “In MDS” column will be checked.

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Open Data import export framework -> Master data management -> Manage Synchronization

Create a new sync group. Enter name and choose the proper company.

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Click Entities and then fill “customer” value in the Entity field

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Select customer entity and click Settings, take note of Subscription view because will need it later. Ajust

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Open Data import export framework -> Master data management -> Manage Synchronization

Click New schedule and define the recurrence according to your requirements.

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Open Data import export framework -> Master data management -> Manage Synchronization

Click Synchronization History to check if the job is running properly.

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Set up Dynamics NAV

Open SQL Server Enterprise Manager.
Query the SQL View DMFCustomerEntity_View in MDM database, and it should display all the customer records exported from Dynamics AX.

 

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Create a view in NAV database with the required fields from the view DMFCustomerEntity_View

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In the Dynamics NAV, create a new table with the exact same name and fields of the view DMFCustomerEntity_View. Before saving the object, select the LinkObject property to true.

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Run the table object to see all the data records. Implement a custom object to import data from this virtual table to customer table of Dynamics NAV.

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5 thoughts on “Implementing Master Data Management (MDM) between Dynamics AX 2012 R3 and Dynamics NAV 2013

  1. Thank you for this post. Very nicely put up and informative. I just have a few questions.
    In SQL server 2012 ( As per your screen shot ) , has two options
    A) Database configuration
    B) Web Configuration
    You mentioned that in the Web configuration fill the website name and create application . I am not clear about the purpose this web site creation or web application .
    Could you explain bit more ?
    Thanks in advance

  2. Nice blog .

    In the above blog you mentioned that Select “Web Configuration” and fill Website Name and then click “Create Application”. Associate database MDM with the created web application.
    What is this web application why we need to create the web application ?
    Could you explain bit more about this ?

  3. Hi,

    I want to use MDM in AX 2012 R3 only, but between legal entities with single AX instance.

    We have one feature(Data filtering) in MDM as mentioned in technet (https://technet.microsoft.com/en-us/library/dn720451.aspx?f=255&MSPPError=-2147217396).
    I am facing the issue with filtering while syncing from MDS to AX (to the slave legal entity).
    Example : Consider ‘Vendor’ Entity. I synchronized all the vendors from Master(Legal entity : ‘XYZ’) to MDS successfully.
    I have another legal entities say ‘ABCD’.
    When I tried to sync the vendors with “One-time supplier” is checked to this slave legal entity (ABCD), all the vendors (irrespective of this range i.e., vendors with “One-time supplier”) are replicated into slave legal entity.
    I added the range in the below path:
    Data import export framework >> Master Data Management >> Manage synchronization >> select “Slave legal entity sync group” >> Click on “Entities” under “Configure group” in Action pane >> Click ‘Edit’ of “Query to export” >> Here I added the range that field “OneTimeVendor” with value as ‘Yes’.
    So as per the feature specified in technet, it has to filter based on the criteria, but it is not working as expected.
    Expected output : It should filter based on the criteria specified in the above path, then it has to insert/update the records into the slave legal entity.
    What is happening right now : Irrespective of the filter criteria applied, it is inserting/updating all the records in to slave legal entity.
    Please resolve the issue at the earliest.
    Thanks in advance.

    Regards,
    Ajay

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