How to Set Up Automatic D365 Finance and Operations Data Replication to Azure Data Lake for Reporting?

Nitin Patil 20 Reputation points
2024-09-04T14:06:33.1033333+00:00

Hi everyone,

We have a D365 Finance and Operations environment hosted in the Central US region. Our Accounts Receivable (AR) data, including customers and invoices, is integrated from an on-premises Oracle database into D365 FinOps.

I would like to automatically replicate the D365 FinOps data to an Azure Data Lake. The goal is to run analytical reports and data integration quality reports using this data.

I’m following the guidance from this Microsoft documentation: Azure Synapse Link for D365 Finance and Operations.

However, I’m struggling to find a clear step-by-step process. Specifically, I need help understanding:

  1. What specific access and permissions are required in D365 FinOps and Azure to set this up?
  2. What roles or resources should I request from the relevant departments to proceed?

Any detailed guidance or resources would be greatly appreciated.

Thank you!

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  1. phemanth 11,280 Reputation points Microsoft Vendor
    2024-09-19T11:35:36.4666667+00:00

    @Nitin Patil

    I'm glad that you were able to resolve your issue and thank you for posting your solution so that others experiencing the same thing can easily reference this! Since the Microsoft Q&A community has a policy that "The question author cannot accept their own answer. They can only accept answers by others ", I'll repost your solution in case you'd like to accept the answer .

    **Ask:**We have a D365 Finance and Operations environment hosted in the Central US region. Our Accounts Receivable (AR) data, including customers and invoices, is integrated from an on-premises Oracle database into D365 FinOps.

    I would like to automatically replicate the D365 FinOps data to an Azure Data Lake. The goal is to run analytical reports and data integration quality reports using this data.

    I’m following the guidance from this Microsoft documentation: Azure Synapse Link for D365 Finance and Operations.

    However, I’m struggling to find a clear step-by-step process. Specifically, I need help understanding:

    1. What specific access and permissions are required in D365 FinOps and Azure to set this up?
    2. What roles or resources should I request from the relevant departments to proceed?

    Any detailed guidance or resources would be greatly appreciated.

    Solution: I have successfully integrated the Finance and Operations apps environment with a new Dataverse instance, creating a cohesive logical environment. I followed the guidance from the Microsoft Documentation. (https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/power-platform/environment-lifecycle-connect-finops-new-dv). Additionally, I have requested two Power Platform environments for our D365 Finance and Operations instances to ensure clear segregation of duties between them.

    If I missed anything please let me know and I'd be happy to add it to my answer, or feel free to comment below with any additional information.

    If you have any other questions, please let me know. Thank you again for your time and patience throughout this issue.


    Please don’t forget to Accept Answer and Yes for "was this answer helpful" wherever the information provided helps you, this can be beneficial to other community members.

    Yes


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