Dynamics 365 for Finance and Operations and Common Data Service leads to a Unified D365

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Common Data Service (“CDS”) was built to be the center point of the Dynamics 365 for Customer Engagement and Apps. That means: Sales, Marketing, Customer Service, Field Service, Project Service data feeding into the CDS to allow for a common data platform. What is missing is the ERP application – formally known as Dynamics 365 for Finance and Operations (“ERP”). Instead of re-platforming CDS to include the ERP, Microsoft has used a dual-write mechanism to bridge the gap.

The Dual-write mechanism at a very simple level replicates the relevant data between the two systems. This allows very easily for a CRM customer to become an ERP customer. ERP concepts such as Company Name, Customer Group can now surface in a CRM form while creating a customer in Dynamics 365 for Customer Engagement (“CRM”) so that the customer can be replicated back from CRM to CDS to ERP.

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Sandeep Walia is the President and CEO of Unify Dots. Unify Dots provides ERP, CRM, Chatbots, Analytics and AI solutions for businesses across the world. For more information visit Unify Dots at https://unifydots.com or email [email protected]

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