Common Data Service Data Integrator 4/10/2019 5:52 AM Common Data Service Data Integrator Stefano Tempesta

Stefano Tempesta @stefanotempesta /in/stefanotempesta CRMUG Summit EMEA 2017 4/10/2019 5:52 AM Stefano Tempesta @stefanotempesta /in/stefanotempesta

Common Data Model (CDM) Power Platform Single integrated platform to build and consume end-to-end solutions for every organization Dynamics 365 Office 365 Standalone Apps PowerApps Power BI Common Data Service for Apps (CDS for Apps) Common Data Service for Analytics (CDS for Analytics) Microsoft Flow As of the April 2018 release the Business Application Platform is the platform to extend and integrate Dynamics 365 applications. Several of the Dynamics 365 applications are natively built on the PowerApps platform and store their data in Common Data Service for Apps using the Common Data Model. The data integration capabilities we will be discussing in this class Common Data Model (CDM) Data connectors

State in the past – three platforms 4/10/2019 5:52 AM State in the past – three platforms Dynamics 365 Finance & Operations AX Platform Dynamics 365 Marketing Sales Service Dynamics 365 Talent xRM User Interface (Web Client + UCI) API & SDK PowerApps + CDS User Interface (PowerApps player) CDS SDK Prior to the unification in the April 18 release we had three distinct platforms Business Rules, Sync Workflow Microsoft Flow Code Plugins Common Data Service + Common Data Model (Entities, Relationships, etc.) Database (Entities, Relationships, etc.) Gateways & Connectors © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Today since the April ‘18 Release 4/10/2019 5:52 AM Today since the April ‘18 Release Dynamics 365 Marketing Sales Service Talent Dynamics 365 Finance & Operations AX Platform PowerApps + CDS for Apps XRM User Interface (Web Client + UCI) Power Apps User Interface (PowerApps player) XRM API & SDK Microsoft Flow Power Apps Today Dynamics 365 Marketing, Sales, Service and Talent all are built on the CDS for Apps. Dynamics 365 Finance and Operations still has its own Data Store and platform capabilities. In this class we will look at integrating Dynamics 365 Finance and Operations with CDS for Apps Code Plugins XRM XRM Business Rules & Sync Workflow XRM CDS + CDM (Entities, Relationships, etc.) Power Apps Gateways & Connectors © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Microsoft Dynamics 4/10/2019 CDS for Apps and CDS for Analytics leverage the Common Data Model to define a consistent data schema for the applications to allow easier integration of data. CDS for Analytics is outside the scope of this course, however CDS For Analytics is self service data lake technology directly integrated into Power BI - so anyone with PowerQuery skills can create, customize and manage data within their Power BI experience. The data lake will ship with a standard schema - called the Common Data Model with the most common business entities across the major functions that report to the CEO - such as marketing, sales, service, finance, with connectors that ingest data from the most common sources into this schema. This greatly simplifies modeling and integration challenges. Microsoft and partners are shipping out of the box applications that run on Power BI that populate data in the Common Data Model and deliver insights through Power BI. © 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Common Data Model Navigator https://github.com/Microsoft/CDM CDM is out on the Microsoft GitHub, and you can see the JSON schema for each of the CDM entities. Also from there you can browse the CDM Data Model Navigator to explore the entities that make up the CDM © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Data Integration with the Common Data Model

Move data into CDS with the Data Integrator Microsoft Build 2017 4/10/2019 5:52 AM Move data into CDS with the Data Integrator Part of Power Apps Admin portal Must have a Dynamics 365 or PowerApps P2 license Power Query enables 20+ external sources Dynamics 365 Sales Dynamics 365 Finance Operations Common Data Service Data Integrator Power Query to 20+ other sources © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Data Integration Platform 4/10/2019 5:52 AM Data Integration Platform Field Mapping Power Query Connection Connection Connection Connection Set Project Task Execution Execution History Execution History Template Custom Template Execution History © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

CRMUG Summit EMEA 2017 4/10/2019 5:52 AM Data Integrator

Templates Pre-built mappings used as starting definition for projects SMSG Readiness 4/10/2019 Templates Start Time xx:xx / Length: 2 minutes Review the learning objectives. Pre-built mappings used as starting definition for projects Each template contains one or more tasks Microsoft provides templates for common scenarios You can create templates by saving a project as a template In the future thee could be a “Marketplace” of templates © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

From Templates to Projects SMSG Readiness 4/10/2019 From Templates to Projects Start Time xx:xx / Length: 2 minutes Review the learning objectives. Template Project Task #1 Field mapping #1 Field mapping #2 Field mapping #... Task #2 Task #1 Field mapping #1 Field mapping #2 Field mapping #... Task #2 Connection Set Connections Organization Mapping © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Project Set of mappings along with Connections (Executable) 4/10/2019 5:52 AM Project Set of mappings along with Connections (Executable) Contains one or more entity mappings (task per entity) Projects are visible to user who created it Project can be shared as template © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Save Project as a Template SMSG Readiness 4/10/2019 Save Project as a Template Start Time xx:xx / Length: 2 minutes Review the learning objectives. Allows you to save your custom project mappings as a template Project must be valid to be saved as a template Choose visibility of User (default) or Organization © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Project execution modes 4/10/2019 5:52 AM Project execution modes Projects can be executed in two modes Interactive - Run now Scheduled - Run periodically At a point of time only one execution of project can run Notifications © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Execution history 4/10/2019 5:52 AM © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

What data is synchronized? 4/10/2019 5:52 AM What data is synchronized? First run is a full run By default subsequent runs are delta runs Ability to force full runs Ability to re-run jobs Ability to only run failed records – Coming soon!! © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Power Query

Click on Advanced Query SMSG Readiness 4/10/2019 Click on Advanced Query Start Time xx:xx / Length: 2 minutes Review the learning objectives. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Adding Conditional Columns SMSG Readiness 4/10/2019 Adding Conditional Columns Start Time xx:xx / Length: 2 minutes Review the learning objectives. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Specify Conditions SMSG Readiness 4/10/2019 Start Time xx:xx / Length: 2 minutes Review the learning objectives. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Data Concatenation and Splitting SMSG Readiness 4/10/2019 Data Concatenation and Splitting Start Time xx:xx / Length: 2 minutes Review the learning objectives. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Date function SMSG Readiness 4/10/2019 Start Time xx:xx / Length: 2 minutes Review the learning objectives. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Filtering SMSG Readiness 4/10/2019 Start Time xx:xx / Length: 2 minutes Review the learning objectives. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Data Sources SMSG Readiness 4/10/2019 Start Time xx:xx / Length: 2 minutes Review the learning objectives. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4/10/2019 5:52 AM THANK YOU ! @stefanotempesta /in/stefanotempesta