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

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

3. 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

4. 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.

5. 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.

6. 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.

7. Common Data Model Navigator
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.

8. Data Integration with the Common Data Model

9. 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.

10. 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.

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

12. 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.

13. 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.

14. 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.

15. 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.

16. 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.

17. 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.

18. 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.

19. Power Query

20. 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.

21. 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.

22. 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.

23. 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.

24. 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.

25. 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.

26. 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.

27. 4/10/2019 5:52 AM
THANK YOU !
@stefanotempesta
/in/stefanotempesta