CRM-UG Summit Phoenix 2018 - What is Common Data Model and how to use it?
•Download as PPTX, PDF•
1 like•223 views
My Slidedeck about Common Data Service and Model from CRMUG SUmmit in Phoenix Oct 2018. This technology is under development so content is subject to change and based on current service on 10/18/2018
Recommended
Recommended
More Related Content
What's hot
What's hot (20)
Similar to CRM-UG Summit Phoenix 2018 - What is Common Data Model and how to use it?
Similar to CRM-UG Summit Phoenix 2018 - What is Common Data Model and how to use it? (20)
More from Nicolas Georgeault
More from Nicolas Georgeault (20)
Recently uploaded
Recently uploaded (20)
CRM-UG Summit Phoenix 2018 - What is Common Data Model and how to use it?
- 4. Session Objectives • Understand Common Data Model • Understand Common Data Service • Prepare your own CDM structure • Identify the business value • Q&A
- 11. Today’s Common Data Model (CDM) provides modular, and extensible business entities (Account, Lead, Opportunity, etc.) as well as observational data concepts. It unifies data in a well-known schema with semantic consistency across data silos, applications, and deployments. Customers, system integrators, and ISVs can develop turnkey business and intelligence applications, that share data based on these CDM entities. They can also extend entities to capture additional business-specific ideas. A collection of standard entities Structural and semantic consistency Supports turn-key applications
- 12. • Started from Dynamics 365 • Open-sourced in GitHub with over 250 entities • Rich metadata system including relationships, hierarchies, traits and more • Multiple systems and platforms implement CDM today https://github.com/Microsoft/CDM
- 13. Announcing the Open Data Initiative Deliver unparalleled business insight from your behavioral, transactional, financial, and operational data with the Open Data Initiative — a jointly-developed vision by Adobe, Microsoft, and SAP.
- 15. Dynamics 365 + Office 365 Entities
- 16. Dynamics 365 + Office 365 + CDM Entities
- 18. Customers Customers information are centric in any business But they are spread in many different systems
- 19. Customers Each Product got is own data model Product centric data model CRM Support Marketing … Billing Solution Invoices Payments … Delivery Solution Timesheets Expenses … Communication Solution Emails Phones … Collaboration Solution Documents Sites …
- 22. CRM Support Marketing … Billing Solution Invoices Payments … Delivery Solution Timesheets Expenses … Communication Solution Emails Phones … Collaboration Solution Documents Sites … One single applications connectionsCustomers One single reports connections Customer
- 23. CRM Support Marketing … Billing Solution Invoices Payments … Delivery Solution Timesheets Expenses … Communication Solution Emails Phones … Collaboration Solution Documents Sites … One single applications connectionsCustomers One single reports connections Customer This is the idea of the Common Data Service
- 24. Build a single data model that can be shared across all apps, business processes and BI Increase the impact of your apps by integrating data from across Azure AD, Dynamics 365, Office 365 and 3rd parties Users can extend the data model and apps with the CDM, Power BI, PowerApps and Flow We’ll handle core infrastructure to simplify your deployment
- 26. • Data Integration allows customers to bring in data from a variety of disparate sources • Leveraging Power Query Online, same technology in Excel and Power BI, visually transform and combine data sources in a no-code/low-code experience • Experiences in PowerApps (maker & admin) and Power BI (dataflows) • Map the resulting data to a standard Common Data Model entity, or create a new entity that can be related back to the standard • Out-of-box templates to certain sources makes the process even easier, with options to customize if necessary
- 27. • The current repository has >250 entities, across a range of areas • It continues to expand with the help of subject matter & industry experts • Customer, Products, People, Telemetry, Office Communication etc. • Also expanding to strategic industries, including: • Healthcare (July 2018) • Non-profit • Education • Finance • Retail, etc.
- 28. SIs: Package together ISV solutions and customize to deliver AppSource: Delivery mechanism for Industry Solutions and/or Apps and Microsoft Solution Accelerators Industry ISV Solution: may stand alone or OEM other industry or horizontal apps Microsoft Industry Standard CDM Industry ISV ISV ISV SI ISV Industry ISV Industry ISV ISV AppSource Microsoft Industry Solution Accelerator 3rd Party Connectors Customers ISV ISV Microsoft Industry Solution Accelerators: package of data model, relevant business processes, Power BI dashboards, and sample data https://aka.ms/cdmindustry Working with partners, deliver solution accelerator packs for prioritized industries
- 29. • Healthcare Data Model based on HL7 FHIR standard, built on CDM • Pre-built forms for Care Team and Timeline • Available free on AppSource and in GitHub (400+ downloads to date) • Multiple hackathons and 60+ global engagement requests • Several partners already released their solutions on top, including: Neudesic, MazikCare, Aspect, etc. Patient Practitioner Device Organization Location Healthcare Service Allergy Care Plan Care Plan Goal Risk Assessment Observation Encounter Episode of Care Medication Medication Administration Medication Request Task Appointment Referral Request Procedure
- 32. Common Data Service for Apps (CDS for Apps) Data Rules + Logic API Forms + Views …the system of record for business-critical transactional data
- 36. Environment Roles Database Roles
- 37. A form defines • References to Entities • Controls • Control data bindings via expressions • Control bindings to variables via expressions • Control event handlers A form is a shared concept. Forms gain portability by removing visual experience. Screens can contain forms and content from other connectors. Forms are building blocks for screens. A screen defines • References to data sources • Controls • Control data bindings via expressions • Control bindings to variables via expressions • Control event handlers • Configuration related to visual experience • Aspect ratios and canvas size and shape based on device • Fonts, Positions, Colors, Sizes A screen is an app specific concept.
- 38. • Users can create reports directly against data in the Common Data Service with Power BI Desktop • Data is grouped in “Perspectives” to make it easier to start building the reports you want. • Perspectives are meaningful grouping of Entities for reporting purposes
- 39. • Create workflows using Microsoft Flow against the Common Data Service • Conditional entries based on entity state • Take actions including: Create Record, Delete Record
- 41. Plan Capability PowerApps P1 PowerApps P2 Dynamics 365 Plans w/seeded PowerApps Office 365 Plans w/seeded PowerApps Build/Run PowerApps w/CDS Administrate CDS (model entities) Can create CDS instances Use SDK Apps w/CDS
- 48. Memory Intelligence Experience Training Training Training Association Association Association
- 49. Memory Experience Intelligence Intelligence Intelligence Intelligence Intelligence Intelligence Intelligence Experience ExperienceExperience Experience Experience Experience Memory Memory Memory Memory Memory Memory Training Training Training TrainingTraining Training Training Training Training Association Association Association Association Association Association Association Association Association Association Association Association Association Association
- 50. Memory Memory Memory Memory Memory Memory Memory Experience Intelligence Intelligence Intelligence Intelligence Intelligence Intelligence Intelligence Experience ExperienceExperience Experience Experience Experience Training Training Training TrainingTraining Training Training Training Training Association Association Association Association Association Association Association Association Association Association Association Association Association Association Collective Association Collective Training
Editor's Notes
- 25