Data in Common Data Service – phases 1 and 2

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
End users by admins, makers, or analysts This feature is released. Feb 19, 2020 This feature is released. Apr 1, 2020

Feature details

Get your Finance and Operations apps data in Common Data Service and keep it up to date.

We are making the dual-write framework a seamless experience by making it easier to converge the concepts between Finance and Operations apps and customer engagement apps in Dynamics 365. This allows businesses to exchange near real-time data in a synchronous, bidirectional fashion beyond application boundaries, giving users a unified experience.

Knowing that every business is unique, we have made the dual-write framework extensible. This includes enabling custom entities, as well as extensions to existing entities, to fully use Common Data Service and surrounding tools for your most important business data.

Phased release

Phase 1 features provide replication capabilities for customers, vendors, and products, along with an introduction of the company concept in Common Data Service. It also includes finance and tax reference data. These features have been in preview since July 2019.

The following entities are supported:

  • Payment schedules - Header
  • Payment schedules – Line
  • Payment day - Header
  • Payment day - Line
  • Customer groups
  • Terms of payment
  • Customer payment method
  • Loyalty card
  • Loyalty reward points
  • Customers
  • Customer contact
  • Currency
  • Fiscal calendar
  • Fiscal calendar year
  • Exchange rate types
  • Exchange rate pair
  • Ledger fiscal periods and financial calendar period
  • Main account category
  • Main account
  • Ledger
  • Exchange rates
  • Dimension attribute
  • Dimension integration format
  • Organization classification and organization hierarchy purpose
  • Organization hierarchy
  • Organization hierarchy type
  • Company
  • Released products
  • Distinct released products
  • Product number identified barcode entity
  • Global products
  • Product default order settings entity
  • Product specific default order settings
  • Product dimension group entity
  • Tracking dimension group entity
  • Unit of measures entity
  • Unit of measure conversion
  • Product specific unit of measure conversion
  • Site entity
  • Warehouses entity
  • Color entity
  • Size entity
  • Storage dimension group entity
  • Style entity
  • Configuration entity
  • EcoResProductMasterColor entity
  • EcoResProductMasterSize entity
  • EcoResProductMasterStyle entity
  • EcoResProductMasterConfig entity
  • Product categories
  • Product category assignments
  • Product category hierarchies
  • Product category hierarchy roles
  • Tax groups
  • Tax item groups
  • Tax exemptions
  • Tax authorities
  • Withholding tax codes
  • Withholding tax groups
  • Tax ledger account group and tax posting groups
  • Vendors
  • Vendor groups
  • Vendor payment method
  • Vendor contacts
  • Chart of accounts

While the preview for the phase 1 set of features around primary data and reference data scenarios are continuing, phase 2 features are about supporting end-to-end scenarios on pricing, quotes, orders, invoices, and assets. These scenarios can be further enriched by customers and partners. Entity coverage for these areas will be revealed during preview.

Phase 1 and phase 2 features shipped on March 27, 2020.

The following incremental features and bug fixes were released on June 8, 2020:

  • Ability to look up on-hand inventory and available-to-promise dates on forms in customer engagement apps.
  • Auto-fill company name on forms in customer engagement apps.
  • Company context-based data filtering.
  • When unit conversions take place in Finance and Operations apps on the quotation line or order line, the customer engagement app honors the unit conversions and reflects the respective changes to unit and price in the quotation detail and order detail.
  • When a user tries to change the currency in a Finance and Operations app for an existing quotation or order, the change is restricted and unsuccessful.
  • Attribute parity in Account and Contact forms for business-to-business (B2B) and business-to-consumer (B2C) customers.
  • An address is not duplicated in a Finance and Operations app when there is a create or update action on a quotation or order in a customer engagement app.
  • Support for Sales Tax Group in Account and Contact forms for B2B and B2C customers.
  • Allow creation of a sellable contact through the "Quick Create: Contact" form in a customer engagement app.
  • Enable Quote and Order creation for B2C customers.

The following incremental features and bug fixes were released on September 21, 2020:

  • Lead qualification process in Sales is now company striped.
  • Map state transitions from Order to SalesOrder.
  • Money to decimal data type conversion.
  • Security role for company and currency exchange.

For more information, go to the dual-write home page.

See also

Dual-write home page (docs)

Connect to Power Platform services with Finance and Operations apps (learn)