Microsoft Dynamics 365 Finance and Operations Setup Guide

Follow our setup guide to connect Microsoft Dynamics 365 Finance and Operations to Fivetran.

Prerequisites

To connect Microsoft Dynamics 365 Finance and Operations to Fivetran, you need:

• a Microsoft Dynamics 365 Finance and Operations account with a cloud-based Tier-2 or higher environment to export the raw data to Azure Data Lake Storage (ADLS).
• Finance and Operations apps environment linked with Microsoft Power Platform.
• Enabled SQL row version change tracking configuration key

Setup instructions

Create storage account

1. Log in to the Azure portal.

2. Follow the instructions in Microsoft’s documentation to create a storage account. For more information on creating a storage account, see Microsoft’s documentation.

   NOTE:

   • You must have an ADLS Gen2 account with owner and storage blob data contributor role.
   • While creating the storage account, make sure you have selected the Enable hierarchical namespace and Enable storage account key access checkboxes.
   • By default, the value selected in the Redundancy drop-down menu is Geo-redundant storage (GRS). We recommend that you retain the default values and select the Make read access to data available in the event of regional unavailability checkbox.

Create Azure Synapse Link

TIP: To enable Finance and Operations data entities in Azure Synapse Link, follow the instructions in Microsoft’s documentation.

1. Log in to the Power Apps platform and select the environment.

2. In the navigation menu, select Azure Synapse Link and click + New link.

3. In the Select Storage Account page, select Subscription, Resource group, and Storage account.

   NOTE: Do not create an Azure Synapse Analytics workspace or Spark pool because it exports the table data in the Delta Lake format, which our connector does not support. Our connector only supports CSV format.

   

4. Click Next.

5. In the Add tables page, go to the Advanced section and set the Show advanced configuration settings and Enable Incremental Update Folder toggle to ON.

6. Enter the Time interval to determine the frequency for reading incremental data.

   NOTE: Using this frequency, ADLS partitions data into timestamped folders so that you can read the data without being impacted by ongoing write operations.

7. In the Table column, select the tables you want to export.

   NOTE:

   • You can select the Dataverse or Finance and Operations tables.
   • You can select a maximum of 1,000 tables in an Azure Synapse Link profile. If you want to select more tables than the assigned limit, you must create another Azure Synapse Link profile. You cannot link a new Azure Synapse Link profile to a storage account that is already configured with an Azure Synapse Link profile .
   • For incremental folder structure, you don't have to select the Append only and Partition options available at the table level. By default, the data files are appended and data is partitioned yearly.

   

8. Click Save.

Find ADLS container name

1. Log in to the Azure portal.

2. Select the storage account containing your Microsoft Dynamics 365 Finance and Operations data.

3. Click Containers.

   

4. Open the container and verify whether it contains the model.json file. The model.json file contains the list of tables exported to the data lake, the initial sync status, and the sync completion time.

   NOTE: The absence of the model.json file indicates that Synapse Link has not completed the initial sync. In this scenario, you must wait till the file is automatically added to the container.

   

5. Make a note of the container name. You will need it to configure Fivetran.

   

Generate connection string

1. In the navigation menu, go to Security + networking section and click Shared access signature.

   

2. In the Allowed services section, select the Blob checkbox.

   

3. In the Allowed resource types section, select the Container and Object checkboxes.

4. In the Allowed permissions section, select the Read and List checkboxes.

5. Select the appropriate start and expiry dates for your Shared Access Signature (SAS).

   IMPORTANT: When the SAS expires, be sure to update your Azure Blob Storage connector to resume syncing files.

6. (Optional) To enhance security, safelist Fivetran's IP address range under Allowed IP addresses. Azure allows only one IP range for each SAS token.

   IMPORTANT: Use the IP range format to safelist the IP addresses, for example, 35.234.176.144 - 35.234.176.151. The CIDR format, for example, 35.234.176.144/29, is not supported in Azure Portal.

7. In the Allowed protocols section, select HTTPS only.

   NOTE: To ensure the security of your files, we recommend that you select the HTTPS only option.

8. Click Generate SAS and connection string.

   IMPORTANT: You can re-use the Shared Access Signature (SAS) across multiple Fivetran connectors.

   

9. Make a note of the Connection string. You will need it to configure Fivetran.

Finish Fivetran configuration

1. In the connector setup form, enter your chosen Destination schema name.
2. Enter the Container Name you found in Step 3.
3. Enter the Connection String you generated in Step 4.
4. Click Save & Test. Fivetran will take it from here and sync your Dynamics 365 Finance and Operations data from ADLS.

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