Common Data Service

Data Integrator for Dynamics 365

This course describes the Common Data Service (CDS) Data Integrator capabilities when integrating between Dynamics 365 Customer Engagement and Dynamics 365 Finance and Operations as well as integrating with other, third-party solutions. You will learn about the delivered templates available to simplify the integration as well as the features that enable you to implement unique, end-to-end processes for specific customer scenarios. 

2 days
Delivery model: Online vILT and in person training

This workshop is targeted at customers and partners who are experienced in Dynamics 365 for Finance & Operations or Dynamics 365 for customer engagement. Ideally, a candidate who is proficient in both applications.  

Day 1


Overview of the Business Application Platform data integration strategy and vision
Overview of the Common Data Service (CDS) Data Integrator
Explore initial set of templates and their capabilities
Discuss how to design integrations


Connection Sets

Overview of Environments, Connections and Connection Sets
Discuss required permissions and service accounts
Explore organization mapping scenarios
Discuss integration keys
Introduce Contoso Entertainment’s integration needs


Projects, Templates and Execution

Overview of templates
Learn how to create projects from templates
Explore how to execute and schedule projects


Transformation and Filtering

Explore field mapping scenarios
Review basic field mapping transform capabilities
Explore options for applying filters to source data


Incremental Sync

Review what data gets synchronized
Understand how change tracking impacts synchronization
Explore options for enabling change tracking
Discuss scenarios and how to apply change tracking options

Day 2

Power Query

Overview of Power Query
Explore Power Query preview features


Sync Patterns

Review key Finance and Operations architectural concepts useful for solving integration challenges
Explore common Sales and Finance and Operation integration scenarios and how to solve them
Discuss bi-directional synchronization

Troubleshooting and Performance

Connection Issues
Troubleshooting common issues
Performance tuning

Testing and Application Lifecycle Management

Review flow of a data integration project
Discuss testing of data integration projects
Discuss current ALM capabilties