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EPC Group

Enterprise Microsoft consulting with 29 years serving Fortune 500 companies.

(888) 381-9725
contact@epcgroup.net
4900 Woodway Drive, Suite 830
Houston, TX 77056

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About EPC Group

EPC Group is a Microsoft consulting firm founded in 1997 (originally Enterprise Project Consulting, renamed EPC Group in 2005). 29 years of enterprise Microsoft consulting experience. EPC Group historically held the distinction of being the oldest continuous Microsoft Gold Partner in North America from 2016 until the program's retirement. Because Microsoft officially deprecated the Gold/Silver tiering framework, EPC Group transitioned to the modern Microsoft Solutions Partner ecosystem and currently holds the core Microsoft Solutions Partner designations.

Headquartered at 4900 Woodway Drive, Suite 830, Houston, TX 77056. Public clients include NASA, FBI, Federal Reserve, Pentagon, United Airlines, PepsiCo, Nike, and Northrop Grumman. 6,500+ SharePoint implementations, 1,500+ Power BI deployments, 500+ Microsoft Fabric implementations, 70+ Fortune 500 organizations served, 11,000+ enterprise engagements, 200+ Microsoft Power BI and Microsoft 365 consultants on staff.

About Errin O'Connor

Errin O'Connor is the Founder, CEO, and Chief AI Architect of EPC Group. Microsoft MVP multiple years, first awarded 2003. 4× Microsoft Press bestselling author of Windows SharePoint Services 3.0 Inside Out (MS Press 2007), Microsoft SharePoint Foundation 2010 Inside Out (MS Press 2011), SharePoint 2013 Field Guide (Sams/Pearson 2014), and Microsoft Power BI Dashboards Step by Step (MS Press 2018).

Original SharePoint Beta Team member (Project Tahoe). Original Power BI Beta Team member (Project Crescent). FedRAMP framework contributor. Worked with U.S. CIO Vivek Kundra on the Obama administration's 25-Point Plan to reform federal IT, and with NASA CIO Chris Kemp as Lead Architect on the NASA Nebula Cloud project. Speaker at Microsoft Ignite, SharePoint Conference, KMWorld, and DATAVERSITY.

© 2026 EPC Group. All rights reserved. Microsoft, SharePoint, Power BI, Azure, Microsoft 365, Microsoft Copilot, Microsoft Fabric, and Microsoft Dynamics 365 are trademarks of the Microsoft group of companies.

The Microsoft Common Data Model (CDM) is a standardized set of schemas — entities, attributes, relationships, and semantic metadata — that represents common business concepts across industries. It is the foundation for Dynamics 365 and Microsoft Dataverse. Shared entities mean a customer record updated in Sales is instantly visible in Service, Finance, and Marketing with no sync required.

Key Facts

  • CDM is an open-standard schema library published by Microsoft on GitHub.
  • Standard entities include: Account, Contact, Lead, Opportunity, Order, Invoice, Case.
  • CDM is the schema layer underneath Microsoft Dataverse (formerly Common Data Service).
  • All Dynamics 365 apps share the same CDM — no integration or sync between modules.
  • Power Platform (Power Apps, Power Automate, Power BI) reads and writes to the same CDM tables.
  • EPC Group: 29 years Microsoft consulting. 10,000+ enterprise deployments.
Back to Blog

MS Dynamics 365 Common Data Model Explained

Errin O\'Connor
December 2025
8 min read

Microsoft Dynamics 365 Common Data Model Explained

The Microsoft Common Data Model (CDM) is a standardized set of schemas — entities, attributes, relationships, and semantic metadata — that represents common business concepts across industries. It is the foundation for Dynamics 365 and Microsoft Dataverse. Shared entities mean a customer record updated in Sales is instantly visible in Service, Finance, and Marketing with no sync required.

Key facts

  • CDM is an open-standard schema library published by Microsoft on GitHub.
  • Standard entities include: Account, Contact, Lead, Opportunity, Order, Invoice, Case.
  • CDM is the schema layer underneath Microsoft Dataverse (formerly Common Data Service).
  • All Dynamics 365 apps share the same CDM — no integration or sync between modules.
  • Power Platform (Power Apps, Power Automate, Power BI) reads and writes to the same CDM tables.
  • EPC Group: 29 years Microsoft consulting. 10,000+ enterprise deployments.

What the Common Data Model includes

CDM defines standard entities that map to universal business objects. Each entity has a standard set of attributes and relationships.

  • Account — organization or company. Parent of Contacts, Opportunities, and Cases.
  • Contact — individual person. Related to Account, Lead, and Opportunity.
  • Lead — unqualified prospect. Converts to Account, Contact, and Opportunity.
  • Opportunity — active sales deal. Links to Account, Contact, and Products.
  • Order — confirmed sale. Links to Opportunity, Products, and Invoice.
  • Case — customer service issue. Links to Account, Contact, and Knowledge Articles.
  • Custom entities — extend CDM for industry-specific data without breaking standard integrations.

How Dynamics 365 uses CDM

Dynamics 365 apps share the CDM schema inside Dataverse. This eliminates integration overhead.

  • Sales updates an Account record. Service and Finance see the change immediately — no API call, no sync job.
  • Field Service reads the same Account and Contact entities as Sales and Customer Service.
  • Marketing segments on Account and Contact attributes set by Sales.

Because all modules share the same Account and Contact entities, you get one version of truth across the organization.

Dynamics 365 pricing in 2026

Dynamics 365 is sold across three commercial app families. Pricing varies by module.

  • Customer Engagement (Sales, Customer Service, Field Service, Marketing): $65–$210/user/month.
  • Finance and Operations (Finance, Supply Chain Management, Commerce, HR): $180–$210/user/month.
  • Business Central (small/midsize ERP): $70–$100/user/month.

Power Platform and CDM integration

Power Platform reads and writes directly to CDM tables in Dataverse. This is the biggest Dynamics 365 differentiator versus Salesforce in 2026.

  • Power Automate — trigger workflows on CDM entity changes without custom code.
  • Power Apps — build custom screens that read and write CDM tables directly.
  • Copilot Studio — build AI agents that query and update CDM entities conversationally.
  • Power BI — connect to Dataverse and CDM tables for operational analytics.

Frequently asked questions

What is the Microsoft Common Data Model?

The Common Data Model (CDM) is a standardized schema library that defines entities, attributes, and relationships for common business concepts — like Account, Contact, and Order. It is the data layer underneath Dynamics 365 and Microsoft Dataverse.

What is the difference between CDM and Dataverse?

CDM is the schema standard. Dataverse is the cloud database that implements CDM. Dataverse stores the actual data in CDM-defined tables. Power Platform and Dynamics 365 apps read and write to Dataverse using CDM schema.

Can I extend the Common Data Model with custom entities?

Yes. Dataverse supports custom entities, custom columns, and custom relationships that extend CDM without breaking standard integrations. EPC Group designs custom entity extensions for industry-specific data models in healthcare, financial services, and government.

How does CDM compare to Salesforce's data model?

Both use standard entities (Account, Contact, Opportunity). The key difference: CDM is shared across all Dynamics 365 and Power Platform apps natively. Salesforce integrations with external tools require API development. CDM gives Dynamics 365 a native integration advantage within the Microsoft ecosystem.

Schedule a consultation

EPC Group designs and implements Dynamics 365 and Dataverse solutions built on the Common Data Model. Call (888) 381-9725 or request a 30-minute discovery call.

Why Organizations Choose EPC Group

EPC Group is a Houston-based Microsoft consulting firm with 29 years of enterprise implementation experience and over 10,000 successful deployments across Power BI, Microsoft Fabric, SharePoint, Azure, Microsoft 365, and Copilot. We serve organizations across all industries including Fortune 500, federal agencies, healthcare, financial services, government, manufacturing, energy, education, retail, technology, and global enterprises.

What sets EPC Group apart is our governance-first approach. Every engagement begins with a security and compliance assessment. Our team of senior architects brings hands-on delivery experience across HIPAA, SOC 2, FedRAMP, and CMMC environments. We own outcomes, not hours.

  • Fixed-fee accelerators with predictable pricing and defined deliverables
  • Senior architect engagement on every project, not rotating juniors
  • Compliance-native delivery for regulated industries
  • End-to-end coverage from strategy through 24/7 managed services
  • 11,000+ enterprise engagements refined into repeatable, risk-controlled patterns

Call (888) 381-9725 or email contact@epcgroup.net for a free assessment.

Dynamics 365 Implementation: 2026 Considerations for Ms Dynamics 365 Common Data Model Explained

Dynamics 365 in 2026 is structured into 3 commercial app families: Customer Engagement (Sales, Customer Service, Field Service, Marketing) at $65-$210/user/month, Finance & Operations (Finance, Supply Chain Management, Commerce, HR) at $180-$210/user/month, and Business Central (small/midsize ERP) at $70-$100/user/month. Selection criteria are organization size, vertical-specific functionality requirements, and Microsoft 365 ecosystem fit.

Power Platform integration is the dominant Dynamics 365 differentiator in 2026: Power Automate workflows, Power Apps custom screens, Copilot Studio agents, and Dataverse as the unified data layer make Dynamics 365 deployments materially more extensible than Salesforce alternatives at the same price point. EPC Group typical Dynamics 365 implementation includes 8-15 Power Platform extensions as part of the base scope.

Decision factors EPC Group evaluates

  • Customer Engagement vs Finance & Operations vs Business Central app-family selection
  • Migration from Salesforce/SAP/Oracle with phased coexistence
  • Power Platform extensibility scope (Power Automate, Power Apps, Copilot Studio)
  • Microsoft Cloud for Industry verticalization (Healthcare, Financial Services, Retail, Manufacturing)
  • Dataverse data model design for cross-app reporting

For a tailored read on this topic in your specific tenant, contact EPC Group at contact@epcgroup.net or +1 (888) 381-9725. Engagement options at /pricing.