Overview of master data management framework Configuring data synchronization across deployments Enabling record management scenarios using single/multi master modes Central conflict detection and resolution

Contoso – Global company with distributed systems Interested in sharing master data Reduce multiple copies of outdated data Set clear process for record creation and management Customers Contoso HQ Regional Site 1 Regional Site 2 Regional Site 3 Customers Reliably and efficiently share master data across systems

Contoso HQ Regional Site 1Regional Site 2Regional Site 3 Central data store (SQL MDS) Data synchronization by leveraging SQL MDS AX and non-AX systems as spoke Single/multi master modes Central conflict management Policy based selective synchronization First step towards holistic data governance

AX 1 SQL MDS Customer MDS entity Data sync batch job MDM MDM UX MDM Client Configuration UX MDM Provisioning UX Customer Entity Customer Address Entity import job staging Data Import/Export 1. Change tracking 4. Invoke import job 2. Push 3. Pull Customer entity subscription view Change tracking & conflict detection AX 2 Non – AX system

Capabilities supported out of box AX to AX master data mgmt. enabled through configuration Most requested entities enabled for MDM - Customers, Vendors, Employees, Global address book, Product Automatic conflict detection & manual conflict resolution Selective data synchronization during push/pull Possible with customization Possible to do MDM between AX & non-AX systems with adapter development Existing DIXF entities or new ones could be enabled for MDM with minor customizations Dependencies Hub requires SQL Server 2012 MDS feature (Enterprise SKU only) Available in AX 2012 R3 Support will be extended to AX 2012 R2 CU7

Overview of master data management framework Configuring data synchronization across deployments Enabling record management scenarios using single/multi master modes Conflict detection and resolution using SQL MDS

[AX instance 1] Customer entity [SQL MDS] Customer entity [AX instance 2] Customer entity Rec IDAccount Number Customer Name 161A111Fabrikam 162A222MSFT Corporation 163A333Contoso LLC Rec IDAccount Number Customer Name 251A222Microsoft Corporation 252A111Fabrikam 253B444Adventure works Account Number Customer Name Last Modified A111FabrikamAx 1 A222Microsoft Corporation Ax 2 A333Contoso LLCAx 1 B444Adventure works Ax 2 254A333Contoso LLC Microsoft Corporation

Overview of master data management framework Configuring data synchronization across deployments Enabling record management scenarios using single/multi master modes Conflict detection and resolution using SQL MDS

SQL MDS AX Instance 1 AX Instance 2 Customers Push/Pull Multi master Products Push/Pull Pull Only Single master Create/ modify Read only MDS

Single master Only one instance is allowed to write to MDS All other instances are read only. MDS records overwrite any changes in other instances. Mode can be defined at entity level Enforce by customizing security and defined business process Multi Master Any instance is allowed to create/modify records Conflicts are automatically detected in MDS at record level. Conflict resolution is done manually by data stewards using MDS excel add-in

Overview of master data management framework Configuring data synchronization across deployments Enabling record management scenarios using single/multi master modes Conflict detection and resolution using SQL MDS

[AX instance 1] Customer entity [SQL MDS] Customer entity [AX instance 2] Customer entity Rec IDAccount Number Customer Name 161A111Fabrikam 162A222MSFT Corporation Rec IDAccount Number Customer Name 251A222Microsoft Corporation 252A111Fabrikam Account Number Customer Name Last Modified A111FabrikamAx 1 A222Microsoft Corporation Ax Microsoft Corporation Microsoft Account Number Customer Name Has conflict? A222 Microsoft Corporation True Conflict illustration Microsoft Display conflict count Microsoft Corporation Update

Identify topology and data assets that you would like to share across your organizations Plan & Strategize Define clear processes on how and who creates and manages data Define business process Deploy MDM components, MDS and provision AX entities Deploy MDM components Depending on your business need choose single or multi master modes Choose single/multi master mode Configure selective synchronization, schedule and conflict management alerts Configure additional capabilities

QUESTIONS? Focus Room: Cottonwood Time: 2:30PM – 4:00PM

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