How to use the Common Data Service within Office 365

Laura talks about the Common Data Service from Office 365. She initially considers what it is, how it works and why you may want to use it and how it relates to Power Apps and Flow.

She explains the benefits of setting up different environments to use alongside the Common Data Service before demonstrating how to create a new one from the Office 365 Admin Centre. She also looks at the different environment and user roles that are available and how to set up the roles within the environments.

Also covered in this demonstration are:

  • connections
  • out of the box entities
  • creating a new entity
  • defining field groups

She also demonstrates how to import an ‘old’ database to the Common Data Service by mapping the old and new fields.




Views: 4.67K  | Categories: Office 365, Power Automate, Power Hour, PowerApps
About The Author
- Laura Rogers​ is a SharePoint expert, speaker, author and educator. She is well-versed in helping organizations make the most of their SharePoint environments using out-of-box functionalities such as workflows, forms and Web parts. She is the owner of IW Mentor,​ a ​ SharePoint ​t​raining ​c​ompany. Laura’s technical expertise also includes over 12 years of experience working with Microsoft’s messaging and collaboration systems. She has been named a Microsoft Most Valuable Professional (MVP) for the past six years. ​Laura runs the Birmingham (AL) SharePoint User Group. She has contributed to several books on SharePoint 2007, 2010 and 2013 over the past eight years. You can read more about Laura’s experiences on her blog,
  • message4don says:

    HELP!! I know this may be a simple question. I have fully developed a bunch of Entities and pick lists in a CDM environment for a home inspector. Entities like Inspector, builder, model, etc are looked up into fields on a schedule entity, which I then look up data from an actual inspection entity that asks a bunch of questions about that specific address. I have created apps for them all and they are working great. i really NEED to be able to pull in more than one entity into Excel. The open in Excel option does great for a single entity, but I need multiple. It does not have to be bi-directional. It’s fine by me if I can just pull the data into tables and use them in Excel. I don’t need to change and republish.