Finance and operations data in Azure Synapse Link for Dataverse

Agenda:

1.Documentation

2.Prerequisites

3.Configure a new synapse link

4.Export table via synapse link

5.Make Dynamics 365 Finance and operations apps virtual entities visible

6.Turn on Track changes for Dynamics 365 F&O app Entities

 

1. Documentation reference from MS standard link

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/azure-data-lake-ga-version-overview

https://learn.microsoft.com/en-us/power-apps/maker/data-platform/azure-synapse-link-select-fno-data

2.Prerequisites

1.       Dynamics 365 F&O app version 10.0.34 (PU 58) or higher

2.       

       Enable the ”SQL row version Change Tracking (Preview)” configuration key

   

3.       Linked power platform environment

 

4.       Below object should be configured

a.       Existing storage account

b.       Azure synapse workspace

c.       *Spark pool for Delta Lake data conversion job.

3.Configure a new synapse link.

Navigate to (make.powerapps.com)

·       Select the environment on top.

·       Click on Left side burger.

·       You can be able to see synapse link left side if not click on more options.

·       Discover all and if we go down.

·       We have data Management ->Azure synapse link click on pin for feature reference.

·       Now it will show us at left side burger.

 

Select the Azure synapse link -> Click on new link -> select all the option to capture the details.

 

All the remains is then to select the entities you wish to export to Data lake now in subsequent sessions we’ll see how to make finance and operation apps entities visible.

Select the tables that you want to export. Only table enabled for change tracking will be visible in the list below.

Search with MsERP -> select the tables and save->

 

once you select by using prefix Mserp you sit back and wait for them to synchronize.

 

4.Export table via synapse link
Exporting tables from finance and operations to do that we need to edit the query string
this is only required during the preview so on the end of the URL we need to type exporttodatalake?athena.enableFnOTables=true

Once you enter wait for the screen to refresh

Once it’s has refreshed, we are able to again go into storage account.

 

 

Once it’s load, we can click on manage tables again but this time manage table form load you notice that there is an D365 Finance and operation option and these are the tables available to export via synapse link.

In this case I’m searching for invent table and clicking on Save.

And that’s everything you need to do.

So now that is beginning to sync the data from finance and operation to the Data Lake using synapse link.

Once that has initialized you can now on the right-hand side entity source and it says FnOTables

So you already we can setup and configure tables to export via synapse link

However if we would like go further and look at the exporting entities to synapse link, the next steps about showing how to make those entities visible and then turning on track changes can be followed

5.Make Dynamics 365 Finance and operations apps virtual entities visible.

To make Finance and operations entities visible in synapse link- we need to click on cogs icon from the makers portal and then click on advanced settings and this brings up the form from which we then go and click on the advanced filter Icon,

 

which again is in the top right hand corner this enable us the ability to actually search for the entities that we want to be able to see within signups like we do this by first looking for the available finance and operations entities in the look for field so after we’ve selected that we’re actually able to refine the search criteria and we do that by, for example specifying what field we want to filter by and in this case we will use name and then we look at the various criteria we want to use for searching so in this case we’re going to say that it ends with Bi entity and then Once we ‘ve specified that filter criteria we can click on results icon which will execute the query for us. Once this is completed running it will return all the entities that meet that criteria within finance Operations that are available for us. then we got and select the entity that we’re interested in making available and we change the field visibility from no or false to Yes and once we’ve selected that and enabled it, we click on Save and close. This then goes away now making that particular entity visible. This is done because there’s so many entities available in finance and operations that by default, we don’t make them all visible. So, if we want to we can refresh this particular screen and you’ll see that it changes from visible equals no to visible equals yes.

 

 

 

6.On Track changes for Dynamics 365 F&O app Entities.

1.       In Power Apps, select Tables on the left navigation pane, and then select the table you want.

1. Select Properties > Advanced options.

2. Select the Track changes option, and then select Save. If the option is unavailable, see known limitations below.

 

Limitations with finance and operations entities:

·       Enabling change tracking might fail with the error message "chosen entity doesn't pass the validation rules..." or the Track changes checkbox might be disabled for some tables that are virtual tables. Currently, change tracking can't be enabled for all finance and operations entities. The Track changes checkbox is unavailable for entities created in finance and operations in the past for data migration.

·       In case of a database restore operation in Dataverse, finance and operations entities enabled in Azure Synapse Link are removed. To re-enable entities, you need to re-enable corresponding virtual tables for all selected entities, re-enable change tracking, and reselect the tables in Azure Synapse Link.