Data lake Dynamics 365 Finance & Operations

 

D365FO Data lake with Azure Data Factory

If you are planning to implement the Azure data lake feature in D365FO, and do not want to use the azure synapse for any reason, then this post will give you a quick start in implementing the solution. 

The solution does have the capabilities to make full and incremental load with multi-threading using a modular approach.

In the future, you can use the same ADF solution in Azure synapse.

In the following solution, we are loading the data from the Azure data lake to the Azure SQL (Physically) using the Azure Data Factory, We make customization to generate the table's constraint to make sure that we will have the same performance at Azure SQL.

Following are the step that helps you to incorporate the provided solution in your implementation.

The solution has 3 parts including its source code.

• D365FO 
• SQL Server 
• Azure Data Factory 

D365FO

As a first step, you need to configure the Azure data lake with Dynamics 365 Finance & Operations Link.

Once the data lake is configured successfully, then please import our customization package, you can download the file using this link, and additional link. 

After successful Import, please create the menu item for [AVIBlobStorageAccount] form, and set the navigation of the form according to your easiness.

As a pre-requisite, please navigate to that form, and provide the following information.

1. DataLake Storage Account Name.
2. Account key for access.
3. Click on data lake to enable the checkbox.

Reference screenshot

All the above information will be utilized by our customization to generate and upload the file to the Azure Data Lake container.

Once all the prerequisites are completed, then activate your required tables.

Reference screenshot. 

  

Once all tables are in a running state then select all of them, and click on the highlighted menu item.

This is the customization I have done to fulfill my requirements to have the schema of a complete table including primary keys and indexes. 

The second step of the activity will generate the CSV file that will be used in Azure Data Factory and will have the complete folder hierarchy path against every table 

Reference screenshot

Before execution of our customization, you will see the following OOTB folders in your data lake. Please execute the customization in batch mode.

Reference screenshot

After execution of our customization, You will see two additional folders.

• SQLScript.
• EntityMapping

Reference screenshot.

SQLScript

As I mentioned earlier that the folder contains the SQL table schema that will be used by the Azure data factory to create the tables on runtime if doesn't exist.

File preview

EntityMapping

The entity mapping file will also be used by the Azure data factory for reading the CSV file using a common data model connector.

File preview

Now the Dynamics 365 Finance & Operations side activities are completed.

Let's jump to the next step.

SQL Server 

At the SQL server-side, we have only the following 3 steps.

• Create Azure SQL database
• Create a new Schema with the Name of [DL], as it is being used in our complete solution.
• Create the following Store procedure in your database. You can download the store procedure using this link.

Important

• As we are using Data flow with a Common data connector that doesn't support the self-hosted integration runtime, so please use the Azure integration runtime.
• Some Dimension-related tables have an index on the Hash key, and Microsoft doesn't export the Hash information, so you need to disable those indexes manually otherwise may face the index violation issue.

I would recommend having a look at the store procedure for technical understanding, You can modify them according to your requirements.

Azure Data Factory 

I would recommend having a look at the prerequisite and completing them before importing our Azure Data Factory source code as a template by using this link.

Pre-Requisite

Linked Services.

Create two linked services in your Azure data factory. One for Azure SQL communication, and the Second for Azure data lake communication via Azure Data Factory.

Now, You can import the Azure Data factory template to your data factory.

Process Flow Diagram

Below is the Azure data factory flow diagram that will be used in both types of data load (Full & incremental)

Steps

In the first step, the pipeline sets the current execution time into a variable.
In the second step, a separate activity "SequencePipeLine" is called within the main activity.

SequencePipeLine

    In the sequence pipeline activity, the azure data factory loads the file of sequences from the data lake (from the SQLScript folder) that is being used in all schema tables and will generate them into the SQL database.

In the third step, another separate activity "SQLDatabaseSchema" is called within the main activity.

SQLDatabaseSchema

           In the Database schema pipeline activity, the azure data factory loads the files of tables schema from the data lake (from the SQLScript folder) and will create the table, keys, and indexes if not exists database.

         The [EntitiesDictionary] part is calling a store procedure that will create two additional tables in your database and load one of them with all the table's names and with the default last sync date 01-01-1900.

        The Last part of this pipeline will load the manifest parameter file from the Azure data lake to your database that we generated during D365FO activities.

In the next step, the main activity executing two parallel pipelines [FullLoadPipeLine] & [IncrementalPipeLine].

FullLoadPipeLine & IncrementalPipeLine

In both pipelines, three parallel activities are called, and all of them are calling the store procedure based on different parameter values and processing the different sets of tables.

A data flow activity is called in every for each loop activity, the data flow has a few parameters like below that need to provide, and all this information you will get as an object in your for-each loop's iteration.

after the data flow, the next step is to mark the last execution in our directory table.

Let's discuss the data flow here.

We have two separate data flows for full load and for incremental.

In both data flows, we have two additional steps for transformation, derived column, and selection of records, but in the incremental data flow, there are 3 additional steps to manage the change tracking and avoid the duplication of the records. 

I would suggest having a look at both data flow for a better understanding. 

Reference screenshot of full load data flow

Reference screenshot of incremental load data flow

Important

In this complete solution of the Azure data factory, the following features are not included.

• Retry logic 
• The retry logic is important because you can have a connectivity issue for any technical reason.
• Email notification 

Downloadable links

D365FO - Additional

SQL Server

Azure Data Factory

Please feel free to connect with me If you are having an issue during the implementation of the solution, or if you want to highlight the improvement.

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Default User for SharePoint Document Management

 

 SharePoint Document Management 

Problem statement

In this article, we will cover implementing default users to upload the document on the SharePoint repository.

In the OOTB Dynamics 365 Finance & Operations, You need to provide the uploading rights to every user over the SharePoint folder, so he/she can upload the documents to the SharePoint.

What if your documents are secure and you want to hide one user's documents from another one?

You can implement the XDS security on the D365FO end, but what about SharePoint? if the user can directly log in to SharePoint then he/she can see the document of all other users.

Solution

In D365FO, I introduce the feature to set the default user to upload the document to the SharePoint repository on the behalf of all D365FO Users.

At the end of the article, you will find the github link to download the project.

Reference Screenshot

Before jumping directly to the solution, first, we need to understand, how the application is making the proxy connection?

D365FO makes the proxy connection using your external identity, and external identity is populated to the record only when the user login on the D365FO at least once.

What are the classes and forms D365FO is using in uploading the documents to SharePoint?

Following is the form and the classes that are in use of Dynamics 365 Finance & Operations to upload the documents at SharePoint

Form

• DocuParameters

Classes

• DocGlobalHelper
• ExportToExcelStorageHelper
• OfficeSharePointFolderSelection
• Docu
• CollabsitesharepointonlineProxy
• CollabsiteSPonlineTemplateManager
• DocDocuActionFileWithMetadata
• DocSharePointHelper
• DocSharePointHelperV2

What are the Implementation steps?

First, download the solution from this Download link.

Import the project into your solution.

The solution contains the following elements.

Form

• Extension of DocuParameters
• Extension of DocuView

Table

• Extension of DocuParameter(Table)

Classes

• Extension of xUserInfo 
• Extension of DocGlobalHelper
• Extension of DocuValue
• New File - DownlaodSharePointFile

Menu Item

• Download SharePoint

Now perform Build and Sync.

Now create a separate user for document management ex. D365SharePointDoc@Yourdomain.com

Create the SharePoint folder hierarchy for document management.

Grant the permission and rights to the newly created user over SharePoint and target folder.

Revoke the rights of other users from the SharePoint document folder.

Set the user as default to the document management parameter form, reference image available on Top.

Check the SharePoint connection.

When the user will upload the document at SharePoint, you will see the name of your default user name.

Reference screenshot

But on the database level, you will see the name of the user who uploaded the document.

Reference screenshot

Important 

If you are using any custom solution for attachment and uploading the document, then perform the proper testing at your end.

I have developed and tested the solution on 10.0.24.

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