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Common Data Service (CDS)
A new database?
2
About me
2
13 years in Microsoft technologies
 6 years in Web, Desktop e Mobile
 7 working with CRMs
Technical Archite...
3
What is?
 Common Data Service (CDS) contains a Common Data Model (CDM)
 Microsoft Azure–based
 Business application m...
4
Relation with Dynamics 365
4
5
Features
 Data import
 Standard and Custom entities
 Quickly and easily import data from your existing systems.
 Syn...
6
Features
 Extensibility
 We can extend the entities without breaking data sharing with other apps.
 Create custom ent...
7
Why use Standard entities?
 Translations for standard entity names and fields into local languages
 Field Groups to id...
8
Entity field data types
Type Primitive Type Description
Address Compound separate fields for first line, second line, ci...
9
Entity field data types
Type Primitive Type Description
Lookup [Foreign key] The value matches the primary key in anothe...
10
Entity field properties
Property Applies To Description
Default value Text The default value of the Text field.
Max len...
11
Entity relationships and lookup fields
11
Referential integrity
 The value of a lookup field must match the
primary ke...
12
Database Security
Two modes in which the Common Data
Service can run
 Open mode (by default)
 All users access all of...
13
Role-based security
 Assigned to users or user groups to provide them access to a collection of entities;
 The entiti...
14
Security Permission Sets
 The standard entities have been grouped, and each group has two permission sets :
 View – a...
15
Integration
 Excel
 Outlook
15
16
Changes in last release
 Improved app from data generation on standard and custom entities with field groups
 Multi-f...
17
Pricing
17
18
Resources
 PowerApps Blog
 https://powerapps.microsoft.com/en-us/blog/
 Entity Reference Guide
 http://download.mic...
19
Contacts
19
azevedo.dev@gmail.com
http://www.psazevedo.com/
http://xptcrm.com/
@azevedo_pedro
Questions?
Thank You for Attending
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Common Data Service (CDS), a new database?

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In those slides I explain what's Common Data Service and what's are their capabilities and advantages. I present this in 24 hours of Pass.

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Common Data Service (CDS), a new database?

  1. 1. Common Data Service (CDS) A new database?
  2. 2. 2 About me 2 13 years in Microsoft technologies  6 years in Web, Desktop e Mobile  7 working with CRMs Technical Architect at Right IT Services  Microsoft Partner company focused on providing CRM solutions, Sharepoint and custom applications. Business Solutions MVP (Dynamics CRM)
  3. 3. 3 What is?  Common Data Service (CDS) contains a Common Data Model (CDM)  Microsoft Azure–based  Business application model and storage mechanism  An easy to provision, yet scalable data store  A common data model with standard entity schema and behavior  Set of standard entities deployed within every database  A powerful data access layer  Support for data import, export and security  Integration with Microsoft Office for Excel and Outlook  SDK for professional development scenarios 3
  4. 4. 4 Relation with Dynamics 365 4
  5. 5. 5 Features  Data import  Standard and Custom entities  Quickly and easily import data from your existing systems.  Synchronize the data between your existing systems and your platform solutions.  Security  Manages access to data in the database and conforms to the security models of the enterprise. 5
  6. 6. 6 Features  Extensibility  We can extend the entities without breaking data sharing with other apps.  Create custom entities  Add custom fields to standard and custom entities  Robustness  Build reusable components that are bound to the entities.  Unification  Connect information from productivity platforms with data from business applications.  Microsoft Office 365 integration  Provides a uniform model that is used to surface data to the Office 365  Productivity add-ins to access your data from Microsoft Excel and Outlook.  PowerApps and Flow  Incorporate standard and custom entities into an app 6
  7. 7. 7 Why use Standard entities?  Translations for standard entity names and fields into local languages  Field Groups to identify key fields for create, details and reporting scenarios  Predefined sample data  Security permission sets  Relationships to each other to support common business processes  Can be extended with custom fields to support  ISVs and other developers can all work against a common set of data 7
  8. 8. 8 Entity field data types Type Primitive Type Description Address Compound separate fields for first line, second line, city, state/province, ... AutoNumber String With prefix and an incrementing number. For example, “EXP001.” BigInteger BigInteger RecordId - included as a system field in every entity. cannot create Boolean Boolean True and False. Currency Compound two fields(decimal value; enumeration for the currency code). Date DateTime Only the Date portion of the DateTime type DateTime DateTime A date that is combined with a time of day with fractional seconds. Email String Email is stored as a string but is understood as a separate type Guid Guid A guid. Integer Integer An integer between -2,147,483,648 and 2,147,483,647. 8
  9. 9. 9 Entity field data types Type Primitive Type Description Lookup [Foreign key] The value matches the primary key in another table. Multiline Text String Multiple lines of text. Number Decimal can be stored 32 digits PersonName Compound given name (first name), middle name, and surname (last name). Phone String Phone is stored as a string but is understood as a separate type Picklist Integer The integer serves as a reference into one of the standard picklists. Quantity Quantity A decimal value. Text String One line of text. Url String Url is stored as a string but is understood as a separate type 9
  10. 10. 10 Entity field properties Property Applies To Description Default value Text The default value of the Text field. Max length Text The maximum number of characters in a text field. Prefix Number Sequence The prefix that is used for the number sequence. Picklist Picklist The option set type of the field. Required All A value is required for the field. Searchable All The data can be searched. Unique All Values for the field must be unique across the entity. 10
  11. 11. 11 Entity relationships and lookup fields 11 Referential integrity  The value of a lookup field must match the primary key of a row in the lookup entity.  Cascading delete  If a row in the referenced entitiy is deleted, all the associated rows in the referencing entity are deleted.  Restricted delete  Cannot delete a row in the referenced entity if it has associated rows in the referencing entity.
  12. 12. 12 Database Security Two modes in which the Common Data Service can run  Open mode (by default)  All users access all of the data stored  No permissions checks when a user tries to access the data  Everyone will be able to share and use apps  Restricted mode  Permission check when a user tries to access data  Users will be able to share apps, but can only access the entities that they have been provide access  Database Owners  Ability to assign users to roles, and define the permissions for those roles. 12
  13. 13. 13 Role-based security  Assigned to users or user groups to provide them access to a collection of entities;  The entities that a role provides access to are determined by the permission sets that the role includes.  There are two special roles:  Database Owner  Provides access to all entities in your database  Ability to change the entity schema  Organization User  Assigned to all users in your organization automatically  This role does not provide any access out of the box.  Once entities are included in this role everyone will have access to them  A user can be assigned multiple roles to allow access to different sets of entities 13
  14. 14. 14 Security Permission Sets  The standard entities have been grouped, and each group has two permission sets :  View – allows read-only access to the data within the entity  Maintain – allows read, create, update and delete operations within the entity.  A permission set is comprised of a list of entities and the level of access granted for each entity.  Create, read, update, and delete permissions can be granted to any entity  To grant access to a custom entity you must provide an access level under a permission set. 14
  15. 15. 15 Integration  Excel  Outlook 15
  16. 16. 16 Changes in last release  Improved app from data generation on standard and custom entities with field groups  Multi-field lookups  Editable data import/export entity field mappings  Ability to export data import/export templates  Multi-sheet Excel import  Simplified address type, complex types for Quantity, Person name, GUID, Date  Central place to view entity relationships  Simplified primary key definition  Searchable fields allow for indexed searches  Entity data explorer in creator portal  Null support  Default value support for simple data types  Security 16
  17. 17. 17 Pricing 17
  18. 18. 18 Resources  PowerApps Blog  https://powerapps.microsoft.com/en-us/blog/  Entity Reference Guide  http://download.microsoft.com/download/8/9/5/8956ED58-A9B0-40DF-8CB0- BC13AD8DB6E2/CDMEntityReference.docx 18
  19. 19. 19 Contacts 19 azevedo.dev@gmail.com http://www.psazevedo.com/ http://xptcrm.com/ @azevedo_pedro
  20. 20. Questions?
  21. 21. Thank You for Attending

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