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Inpriya01
Level: Powered On

Common data services as MDM tool

Hello

have anbody used Common Data Services(CDS) as a MDM tool?

a typical MDM tool has features like duplicate check, Data replication to consuming systems, Workflow, Change history, Rules.

Does CDS have all of this?

 

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DavidJennaway
Level: Powered On

Re: Common data services as MDM tool

  • CDS supports all of these, though there are a few consdierations:
    Duplicate checks can be set declaratively using Data Duplication rules. However, if data is updated programmatically, the calling code can specify whether the rules should be applied, and the default behaviour is not to apply the rules. That said, it is possible to develop a plugin (.Net code) to change the default behaviour
  • Data replication to other systems can be done on a message-based basis via Flow (though this is charged per message, and can get expensive), or on a batch basis with 3rd party tools like KingswaySoft's SSIS adapter
    Workflow can either use the Dynamics 365 workflow engine, or Flow
  • For change history there are a few options:
    • Auditing can be enabled. This records what has changed, and when, but is not easy to query
    • Change Cpature can be enabled, which allows a caller to get all changes (including deletions) since the last request
  • For rules you can define business rules (at the form-level that are client-side and entity-level that run server-side), use workflows, or develop custom logic using plug-ins

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