If you work with Master Data Management in Business Central, data templates let you control exactly which tables and fields get synchronized between your companies. Setting one up takes just a few steps in the Global Master Administrator role center.
You create a new data template by giving it a code, selecting the table you want to synchronize, and choosing which fields to include. To copy every field from a table, use the “Insert all fields from table” function under Setup. When the template is ready, change its status to Released to put it into use.
Creating a New Data Template in Business Central
To create your own data templates, go to the Global Master Administrator role center and click on Data Templates. From the ribbon, select New.
Start by naming the data template. You do this by filling out the Code field. Then select the table you want to synchronize and hit OK.
Adding Fields to the Data Template
If you want to synchronize all fields from the table, you don’t have to add them one by one. Go to Setup and click Insert all fields from table, then click Yes to confirm. This pulls in every field from the selected table automatically.
Releasing the Data Template
Once you’re happy with your data template, change the status to Released. The template is now active and ready to use for synchronization.
Q&A
Where do I create data templates in Business Central?
You create data templates in the Global Master Administrator role center. Click on Data Templates, then select New from the ribbon.
How do I add all fields from a table to a data template?
Go to Setup and click “Insert all fields from table”, then click Yes to confirm. This adds every field from the selected table automatically instead of adding them individually.
How do I activate a data template once it’s set up?
When you’re happy with the template, change its status to Released. The template is then active and ready to use for synchronization.