Dataverse Finance And Operations

German De Leon 20 Reputation points
2024-06-21T17:26:15.3533333+00:00

How can I generate automatically a report from the Dataverse of Finance And Operations using ADF.

Azure Data Factory
Azure Data Factory
An Azure service for ingesting, preparing, and transforming data at scale.
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Dynamics 365 Training
Dynamics 365 Training
Dynamics 365: A Microsoft cloud-based business platform that provides customer relationship management and enterprise resource planning solutions.Training: Instruction to develop new skills.
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Microsoft Dataverse Training
Microsoft Dataverse: A Microsoft service that enables secure storage and management of data used by business apps. Previously known as Common Data Service.Training: Instruction to develop new skills.
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Accepted answer
  1. Amira Bedhiafi 18,341 Reputation points
    2024-06-21T17:48:26.8433333+00:00

    Start by creating an ADF instance in the Azure portal then create a linked service for the Dataverse and another for the storage or database where you want to store the report.

    After that, create datasets for the source data (Dataverse entities) and the destination data (storage or database).

    Now to build your pipeline you need to :

    • Add activities to the pipeline to extract data from the Dataverse.
    • Transform the data if needed using data flow activities or custom scripts.
    • Load the transformed data into the storage or database.

    For the automation part, you can :

    • Schedule the pipeline to run at desired intervals (e.g., daily, weekly).
    • Use triggers in Azure Data Factory to automate the execution of the pipeline.

    To create a report

    • Use a reporting tool (for example Power BI) to create a report based on the data stored in the storage or database.
    • Connect the reporting tool to the storage or database.
    • Design the report layout and add necessary visualizations.

    Links to help you :

    https://video2.skills-academy.com/en-us/power-apps/maker/data-platform/export-to-data-lake-data-adf

    https://community.dynamics.com/blogs/post/?postid=4a59cba1-3887-4c7c-9a1c-6b89e9c071da

    https://medium.com/@michael.knee/load-dynamics-dataverse-address-table-using-adf-copy-activity-abbec0d06104

    1 person found this answer helpful.

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