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Common data services as MDM tool

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Posted on by Inpriya01

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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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EricRegnier 8,714 Most Valuable Professional on at

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Re: Common data services as MDM tool

Here are resources on some of the common tools, all can be used to support MDM:

https://docs.microsoft.com/powerapps/maker/data-platform/self-service-data-prep-with-dataflows

https://www.kingswaysoft.com/

https://www.tibco.com/products/cloud-integration/connect

https://docs.microsoft.com/en-us/azure/data-factory/

Some others are Azure Logic Apps and Power Automate

Cheers
Fubar 7,894 Super User 2025 Season 1 on at

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Re: Common data services as MDM tool

The other element that now makes it easier, is the ability to create alternate keys (so you can hold the unique id from another system and Dataverse/CDS will enforce uniqueness.
And then you also have the ability to connect to other systems and move data using Dataflows.

There is also various 3rd party MDM vendors that support CDS/Dataverse.
Community Power Pla... on at

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Re: Common data services as MDM tool

Are there any resources i can find on MDM and the CDS aka Microsoft Dataverse
David Jennaway 716 on at

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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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