Common Service and Common Data Model by Henry McCallum
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The document provides an overview of the Microsoft Common Data Service (CDS) and Common Data Model (CDM), which are central components of the Microsoft business application platform. CDS enables integration and analytics across various data sources while CDM offers standardized entities across industries to facilitate application development and data management. It emphasizes the importance of a unified approach to data modeling and ensuring that developers adhere to best practices without compromising the integrity of the model.
Common Service and Common Data Model by Henry McCallum
- 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
- 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
- 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
- 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
- 42. Quick Fact Check We will have a quick 5 question contest of suc
- 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