Manage Master Data Management [AX 2012]

Updated: May 9, 2014

Applies To: Microsoft Dynamics AX 2012 R3

This topic describes how to perform management activities for Microsoft Dynamics AX Master Data Management (MDM). For example, you can resolve conflicts and view the synchronization history.

A conflict occurs when the same record is updated in multiple Microsoft Dynamics AX instances, and then those changes are synced to the master data store in Microsoft SQL Server Master Data Services (SQL MDS). For example, Instance 1 and Instance 2 both update the name on the Contoso customer record. However, one instance updates the name to Contoso LTD, and the other instance updates it to Contoso Limited. In Microsoft Dynamics AX, you can see whether conflicts exist and then use the SQL Server Master Data Service Add-in for Microsoft Excel to resolve them.

When a conflict is identified, the conflicting records are stored by SQL MDS until you manually resolve them. While the conflict remains unresolved, the system treats the SQL MDS record as primary and the updated record from the second spoke as secondary. All spokes that pull down master data receive the primary record from SQL MDS.

For example, Instance 1 updates the name on the Contoso customer record to Contoso LTD, and Instance 2 updates the name to Contoso Limited. Instance 1 then synchronizes to SQL MDS before Instance 2. Therefore, the primary record displays the name Contoso LTD, and the secondary record displays the name Contoso Limited. Until the conflict is resolved, master data that is shared with the spokes displays the name Contoso LTD.

To resolve the conflict, you must modify the data in the primary record.

To see whether there is a conflict for a subscribed entity, follow these steps.

  1. In Microsoft Dynamics AX 2012, open Data import export framework.

  2. In Master data management, click View conflicts.

  3. In the View conflicts form, locate the entity to check. If there are any conflicts for the entity, the Has conflicts column has a check mark, and the Number of conflicts column indicates the number of conflicts.

  4. When you have finished, click Close.

To receive alerts about conflicts, follow these steps.

  1. In AX 2012, open Data import export framework.

  2. In Master data management, click View conflicts.

  3. In the View conflicts form, right-click in any row, and then click Create alert rule.

  4. In the Create alert rule form, in the Field field, select Has conflicts.

  5. In the Event field, select is set to:, and then select Yes in the field on the right.

  6. Set the other parameters that determine the delivery and contents of alerts. For more information, see Create alert rules.

  7. When you have finished, click OK.

To resolve a conflict, follow these steps.

  1. Open Excel on the computer where the SQL Server Master Data Service Add-in for Excel is installed.

  2. Identify the conflict. The primary record that has a conflict has a value of 1 in the HASMDMCONFLICT column. The duplicate record that conflicts with it has a value of 2 in the HASMDMCONFLICT column.

  3. Determine whether you want to accept any of the data in the conflicting record, and update the primary record accordingly. For example, the customer name was changed in the conflicting record, and you think that the name in that record is correct. In this case, update the name in the primary record.

  4. Set the HASMDMCONFLICT value for the primary record to 0. Delete the duplicate record.

  5. Click Publish to push your changes to SQL MDS.

    The updated data is pulled to the spokes the next time that they synchronize.

You can view the synchronization history to see what operations have been run, and whether those operations were successful. You can also view log messages that are related to synchronization operations, and the status of batch jobs.

To view synchronization history, follow these steps.

  1. In Microsoft Dynamics AX, open Data import export framework.

  2. In Master data management, click Manage synchronization.

  3. In the Manage synchronization form, click History.

  4. In the Synchronization history form, you can review the sync groups that have been processed. The information in this form includes the status of the groups, start and end times, and batch job IDs.

  5. When you have finished, click Close.

To view log messages that are related to synchronization operations, follow these steps.

  1. In Microsoft Dynamics AX, open Data import export framework.

  2. In Master data management, click Manage synchronization.

  3. In the Manage synchronization form, click History.

  4. In the Synchronization history form, click View log.

  5. When you have finished, click Close.

To view log messages that are related to synchronization operations, follow these steps.

  1. In Microsoft Dynamics AX, open Data import export framework.

  2. In Master data management, click Manage synchronization.

  3. In the Manage synchronization form, click History.

  4. In the Synchronization history form, click Batch job history.

  5. In the Batch job history form, you can review the batch jobs that have been processed. The information in this form includes the status of the jobs, and start and end times.

  6. When you have finished, click Close.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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