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 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 ease.

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.

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 it 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.

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 look at the prerequisite and having a 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 you 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

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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