Assign a partner to one or multiple templates

Partners / Subscribers Card
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Videos with the tag "Commonly Used" describes the functionality that is used by most companies. Commonly Used This video includes functionality from the app "Global Master Data Sync" which is available at Microsoft AppSource. Click to visit AppSource. Global Master Data Sync

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Presenter: Dennis Schumacher, Sr. Business Central Cons.

In Global Master Data Sync, we would like to assign one or more template to our partners.

We’ll find the partner.

We either mark it from this list, or open up the partner card.

In both places, we will need to enter the assign data template.

And mark the template that is relevant for this partner.

I’ll choose just a few of them one or even all of the templates that you have created.

You have now assigned the template to the partner and you can see in the list and also on the partner card how many assigned data templates there are to this partner.