"Company" Dynamics 365 Finance and Operations vs Dataverse
Jhonatan Ramirez
MCC-MCS | Technology Director | Microsoft Dynamics Technology Manager
Understanding how the concept of "Company" functions in Dynamics 365 Finance and Operations (F&O) compared to Dataverse is essential for optimizing business processes. Both systems manage company data, but they do so using different methods, which can lead to confusion for organizations integrating both platforms. This article explains the fundamental differences between the two, making it easier to grasp their security models and data structures.
Company in Dynamics 365 Finance and Operations
In F&O, the "Company" concept merges business, legal, and security aspects into one. This unified structure allows users with access to a specific company (e.g., USMF) to perform tasks like trade agreements and warehouse management. The DataAreaID represents the company in all related tables, ensuring consistency across operations.
Company in Dataverse
Dataverse separates security and business structures. The Business Units (BU) and ownership determine user access and record management, with company data stored in the cdm_Company entity. Users in a specific BU can only view or modify records they own or their team owns, giving more granular control over security.
Dual-Write Integration
In dual-write setups, companies from F&O are synchronized with Dataverse as business units. The system creates default and dual-write teams, allowing seamless integration between the two platforms. However, users can customize record ownership and business unit structures as needed.
Understanding the differences between how "Company" is handled in Dynamics 365 Finance and Operations and Dataverse is crucial for effective integration and security management. F&O blends legal and security aspects into a unified company concept, while Dataverse separates them, offering more granular control over security and ownership.