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How do I make Dynamics Customer Service and Sales use the same data?

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Posted on by PeteM3

Good evening

I am currently trialing Dynamics 365 Customer Service and Sales. To start with, I went through the normal Sales Process and was surprised to find that the account I created by "selling" something successfully in Sales was not showing up in Customer Service. In fact, the Account List Demo data was different.

So I read through the documentation and the Common Data Format which is really great, but why on earth does Customer Service, Sales and potentially other Dynamics solution use separate databases in the same format? When starting from scratch, isn't one of the main points to have ONE set of data for ALL applications natively?

I hope I am in the right section here - because I obviously misunderstood something from an architectual perspective.

Thanks
Pete

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Microsoft Dataverse with Power Apps

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Fubar 8,487 Super User 2026 Season 1 on at

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If they are installed in the same instance/environment then they will be using the data. Each tenancy can have multiple instances/environments and I am guessing that when you set it up you have each sitting in a different Environment (each environment is self contained and does not share data - this allows the establishment of various configurations including having Dev/Test/Prod instances in the same Office 365 Tenancy )

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PeteM3 15 on at

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Ah, that makes a lot of sense, thank you @Fubar . Now I need to check whether it is possible to have both trials in one environment.

Edit: Seems like this is not possible. To quote the documentation: "However, it is not possible to have multiple apps on the same trial site. Each trial will be on a different tenant and URL. The trial data won’t be shared across apps." That is a bummer!

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