These are two topics that are most interesting, but many people don’t know about them. The Common Data Service (CMS) is confusing for many, and honestly, a more technical approach that Microsoft was reluctant about publishing at first. It’s a hidden gem. The CMS allows you to securely store and manage data within a set of standard and custom entities. After your data is stored, you would then have the ability to do much more with your data such as customize entities, leverage productivity, and secure your data. It’s the middle factor between foundation, customer service, sales, purchasing, and people. Flow is Microsoft’s long promised cross platform workflow engine. Join us as Henry dives into how these two connector tools showcase Microsoft’s solutions and can help synchronize your day to day activities.

1. Introduction to the Microsoft Common
Service and Common Data Model
Henry E McCallum Jr
Principal Consultant - LongView International Technology Solutions, Inc.
Dynamics CRM SME & Integration Architect at the US Department of Veteran
Affairs

2. Common Data Service and Common Data Model

3. .
Common
Data
Service

4. The Common Data Service is the Microsoft Azure–based
business application model and storage mechanism for the
Microsoft business application platform. Together with
gateways and connectors, it forms the basis of business
solutions that can be created by using Microsoft
technologies.
The Common Data Service provides common business
entities via the Common Data Model, and integration
capabilities for importing data from multiple sources, with
the goal of bridging the data gap between software as a
service (SaaS) workloads and business suites.

5. The Common Data Service provides common business
entities and integration capabilities for importing data
from multiple sources, with the goal of bridging the
data gap between software as a service (SaaS)
workloads and business suites.
By using the Common Data Service, you can create
analytics that span these separate workloads and
suites. The platform provides a rich and productive
development platform though the following features:

6. What is a Common Data Service
The Common Data Service provides common business
entities and integration capabilities for importing data
from multiple sources, with the goal of bridging the
data gap between software as a service (SaaS)
workloads and business suites.
By using the Common Data Service, you can create
analytics that span these separate workloads and
suites.
By using the Common Data Service, you can create
analytics that span these separate workloads and
suites.

7. Common Data Model
What is the MS Common Data Service

8. Security Model :
Open Mode
What is the MS Common Data Service

9. Security Model :
Restricted Mode
What is the MS Common Data Service

10. Integration/Import
What is the MS Common Data Service

11. Unification
What is the MS Common Data Service

12. .
Common
Data
Model

13. The Microsoft Common Data Model provides standard
entities common across most industry domains – Sales,
Purchase, Customer Service, Productivity among
others. Leveraging the years of experience with
Dynamics business applications and Office 365 and
working with thousands of enterprise customers we
have defined and implemented these standard entities
that will connect to Microsoft’s first party business
applications and support a broad ecosystem of ISV and
customer solution development.
.

14. What is a Common Data Model
A Common Data Model (or sometimes referred to
as Canonical Data Model, or Common Model in
short) is an application-independent data model
describing the structure and data semantics in
relation to the organization's business processes.

15. Structured Metadata
What is the MS Common Data Model

16. Rich Data Types
What is a Common Data Model

17. Data Constructs
What is a Common Data Model

18. System Attributes
What is a Common Data Model

19. Integrity
What is a Common Data Model

20. Security
What is a Common Data Model

21. Optimized for
Performance
What is a Common Data Model

22. Additive Design
What is a Common Data Model

23. Data Validation &
Defaulting
What is a Common Data Model

24. At Rest Data
Encryption
What is a Common Data Model

25. How does CDM help you?

26. Data modeling is an essential step in
the process of creating and
maintaining any complex
information system.
It helps developers and consumers
of the information understand the
domain and data.

27. Structured metadata:
Entities are structured with data definition, behavior modeling and defaulting.
•An entity is a container for data, similar to a table in a traditional database. Each entity contains a set of
attributes. For Microsoft Dynamics 365, there are a set of entities that exist when you first install. Some of
these are customizable. In addition, you can create custom entities to contain business data.
Entity
•An attribute is a container for a piece of data in an entity. Microsoft Dynamics 365 supports a wide variety
of attribute types.Attribute
•A relationship defines an association between two entities: one-to-many, many-to-one, many-to-many, and
self-referential.Relationship
•An option set defines a set of options provided for a picklist. Several picklist attributes may use a global
option set so that the options they provide are always the same and can be maintained in one location.Option Set
•An option is one of the values available in an option set. Each option in an option set has a unique integer
value and an associated set of localized labels.Option

28. Entities in the MS Common Data Model
• The Foundation entities contain information that is relevant to nearly every
other entity group. This group contains entities such as Address and Currency.Foundation
• These entities encompass a rich set of people and organizations that you might
interact with, including workers, vendors, tenants, fans, alumni, and families.Person, organization, and group
• The Purchasing entities let you create purchasing solutions.
Purchasing
• The Sales entities let you create end-to-end sales solutions, from tracking leads
and opportunities, to following through with contacts, to accepting and
delivering orders, to sending invoices.
Sales
• The customer service entities manage issues from your customers, including
tracking, escalation, and documentation.Customer service

29. .
Current
State

30. Old Model
Multiple Data stores and ApplicationsPROCESS
RELATIONSHIP DATA FINANCIAL DATA
Orders
Products
Accounts
Orders
Products
Accounts

31. Current Model
Partially Duplicated Data Store and Multiple Application ServicesPROCESS
Lead Opportunity Quote Sales Order Fulfillment Invoice
Master Data In the MDM
Replicated to CDM
Transactional & Secondary Data In
MDM Replicated to CDM
Orders
Products
Accounts
Invoice Transaction
Bill Of Materials Item
Installation Location
Integration
Services

32. Future Model
Shared Data Store and Multiple Application ServicesPROCESS
Lead Opportunity Quote Sales Order Fulfillment Invoice
Master Data In the
CDM
Transactional &
Secondary Data in MDM
Orders
Products
Accounts
Invoice Transaction
Bill Of Materials Item
Installation Location

33. .
Accessibility
Adaptability
Extensibility

34. DYNAMICS 365 BUSINESS APPS
Adaptability of business processes
Other data
sources
Microsoft
AppSource
3rd PARTY APPS PURPOSE BUILT APPS FOR MY TEAM
Custom Apps
by PowerApps
Compose Workflow
by Microsoft Flow
OFFICE APPS &
DASHBOARDS
PRODUCTIVITY

35. Extensibility
Build custom LOB apps & automation
CONNECTOR
CONNECTORS
GATEWAYS
PowerApps
MSFT Flow
CUSTOM
Common
Data Model

36. Extensibility
Dynamics 365 PowerApps/ MSFT Flow
Citizen Dev
Pro Dev
new

37. Extensibility
Build custom business logic
Clients
Dynamics 365
Applications
Sealed Cloud
Platforms
or custom
Compute
Storage
Runtime
1
2 3
1. CUSTOM APP
SDKs, Odata v4
2. PLUG-IN & CUSTOM WORKFLOW
Custom business logic leveraging the transaction
pipeline through event handlers
3. CODE EXTENSION & PLUG-IN
Compiled assemblies
Compute
Storage
Runtime
1Available for Dynamics 365
2Available for Dynamics 365 for Sales, Customer Service, Project Service Automation, Field Service
3Available for Dynamics 365 for Operations

38. Microsoft AppSource
Simplifies the discovery,
trial, and acquisition of
line-of-business apps
An ecosystem to help
business users get started
using apps faster
An ecosystem to help
business users get started
using apps faster
One destination for business users to discover, trial, and acquire line-of-business SaaS apps

39. App Designer BACK

42. Quick Fact Check
We will have a quick 5 question contest of suc

43. Questions & Conversation

44. Caution – Common Data Model Ahead
Extending On the Common Data
Model
• Standardize on formats
• Do not repurpose fields in the CDM. If a field is
defined for the persons shoe size, don’t use it for
hat size
• Do not force feed the CDM on developers, offer it
as a tasty thing to snack on. Let them feed
themselves.

45. Henry E McCallum Jr
Principal Consultant - LongView
International Technology Solutions, Inc.
Dynamics CRM SME & Integration Architect at the US
Department of Veteran Affairs