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Upgrade to the party and global address book model

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The Microsoft Azure Data Factory templates help you upgrade the following existing data in dual-write to the party and global address book model: data in the Account, Contact, and Vendor tables, and postal and electronic addresses.

The following three Data Factory templates are provided. They help reconcile the data from both finance and operations apps and customer engagement apps.

  • Party template (Upgrade data to dual-write Party-GAB schema/arm_template.json) – This template helps upgrade Party and Contact data that is associated with Account, Contact, and Vendor data.
  • Party postal address template (Upgrade data to dual-write Party-GAB schema/Upgrade to Party Postal Address - GAB/arm_template.json) – This template helps upgrade the postal addresses that are associated with Account, Contact, and Vendor data.
  • Party electronic address template (Upgrade data to dual-write Party-GAB schema/Upgrade to Party Electronic Address - GAB/arm_template.json) – This template helps upgrade electronic addresses that are associated with Account, Contact, and Vendor data.

At the end of the process, the following comma-separated values (.csv) files are generated.

File name Purpose
FONewParty.csv This file helps create new Party records inside the finance and operations app.
ImportFONewPostalAddressLocation.csv This file helps create new Postal Address Location records in the finance and operations app.
ImportFONewPartyPostalAddress.csv This file helps create new Party Postal address records in the finance and operations app.
ImportFONewPostalAddress.csv This file helps create new Postal Address records in the finance and operations app.
ImportFONewElectronicAddress.csv This file helps create new Electronic Address records in the finance and operations app.

This article explains how to use the Data Factory templates and upgrade your data. If you don't have any customizations, you can use the templates as they are. However, if you have customizations for Account, Contact, and Vendor data, you must modify the templates as described in this article.

Important

There are special instructions for running the Party postal address and Party electronic address templates. You must run the Party template first, then the Party postal address template, and then the Party electronic address template. Each template is designed to import in a separate data factory.

Prerequisites

The following prerequisites must be in place before you can upgrade to the party and global address book model:

  • You must have an Azure subscription.
  • You must have access to the templates.
  • You must be an existing dual-write customer.
  • If the party and global address book solution is installed, disable the plugin named Microsoft.Dynamics.SCMExtended.Plugins.Plugins.LeadPrimaryContactPostCreate: QualifyLead of lead.

Prepare for the upgrade

An upgrade requires the following preparation:

  • Full synchronization: Both the Finance and operations environment and the customer engagement environment are in a fully synced state for the Account (Customer), Contact, and Vendor tables.
  • Integration keys: The Account (Customer), Contact, and Vendor tables in customer engagement apps are using the out-of-box integration keys. If you customized the integration keys, you must customize the template.
  • Party number: All Account (Customer), Contact, and Vendor records that are upgraded have a party number. Records that don't have a party number will be ignored. If you want to upgrade those records, add a party number to them before you start the upgrade process.
  • System outage: During the upgrade process, you have to take both the Finance and operations environment and the customer engagement environment offline.
  • Snapshot: Take a snapshot of both the finance and operations apps and the customer engagement apps. You can then use the snapshots to restore the previous state if you must.

Deployment

  1. Download the templates from Dynamics-365-FastTrack-Implementation-Assets.

  2. Sign in to the Azure portal.

  3. Create a resource group.

  4. Create a storage account in the resource group that you created.

  5. Create a data factory in the resource group that you created.

  6. Open the data factory, and select the Author & Monitor tile.

  7. On the Manage tab, select ARM template.

  8. Select Import ARM template to import the Party template.

  9. Import the template into the data factory. Enter the following values for Project details and Instance details.

    Field Value
    Subscription The Azure subscription
    Resource group Provide the same resource that the storage account is created under.
    Region The region
    Factory Name The factory name
    FO Linked Service_service Principal Key The application's key
    Azure Blob Storage_connection String The Azure Blob storage connection string
    Dynamics Crm Linked Service_password The password for the user account that you specify as the user name
    FO Linked Service_properties_type Properties_url https://sampledynamics.sandbox-operationsdynamics.com/data
    FO Linked Service_properties_type Properties_tenant Information (domain name or tenant ID) about the tenant that your application resides under
    FO Linked Service_properties_type Properties_aad Resource Id https://sampledynamics.sandboxoperationsdynamics.com
    FO Linked Service_properties_type Properties_service Principal Id The application's client ID
    Dynamics Crm Linked Service_properties_type Properties_username The user name that is used to connect to Dynamics 365

    For more information, see the following topics:

  10. After deployment, validate the datasets, data flow, and linked service of the data factory.

    Datasets, data flow, and linked service.

  11. Go to Manage. Under Connections, select Linked Service. Then select DynamicsCrmLinkedService. In the Edit linked service (Dynamics CRM) dialog box, enter the following values.

    Field Value
    Name DynamicsCrmLinkedService
    Description Linked services to connect with CRM instance to fetch entities data
    Connect via integration runtime AutoResolvelntegrationRuntime
    Deployment type Online
    Service Uri https://<organization-name>.crm[x].dynamics.com
    Authentication type Office365
    User name
    Password or Azure Key Vault Password
    Password

Prepare to run the Data Factory templates

This section describes the setup that is required before you run the Party postal address and Party electronic address Data Factory templates.

Set up to run the Party postal address template

  1. Sign in to customer engagement apps, and go to Settings > Personalization Settings. Then, on the General tab, configure time zone setting for the system admin account. The time zone must be in Coordinated Universal Time (UTC) to update the "valid from" and "valid to" dates of postal addresses from finance and operations apps.

    Time zone setting for the system admin account.

  2. In Data Factory, on the Manage tab, under Global parameters, create the following global parameter.

    Number Name Type Value
    1 PostalAddressIdPrefix string This parameter appends a serial number to newly created postal addresses as a prefix. Provide a string that doesn't conflict with postal addresses in finance and operations apps and customer engagement apps. For example, use ADF-PAD-.

    PostalAddressIdPrefix global parameter created on the Manage tab.

  3. When you've finished, select Publish all.

    Publish all button.

Set up to run the Party electronic address template

  1. In Data Factory, on the Manage tab, under Global parameters, create the following global parameters.

    Number Name Type Value
    1 IsFOSource bool This parameter determines which primary system addresses are replaced in the event of conflicts. If the value is true, the primary addresses in finance and operations apps replace the primary addresses in customer engagement apps. If the value is false, the primary addresses in customer engagement apps replace the primary addresses in finance and operations apps.
    2 ElectronicAddressIdPrefix string This parameter appends a serial number to newly created electronic addresses as a prefix. Be sure to provide a string that doesn't conflict with electronic addresses in finance and operations apps and customer engagement apps. For example, use ADF-EAD-.

    IsFOSource and ElectronicAddressIdPrefix global parameters created on the Manage tab.

  2. When you've finished, select Publish all.

Run the templates

  1. Stop the following Party, Account, Contact, and Vendor dual-write maps that use finance and operations apps:

    • CDS Parties (msdyn_parties)
    • Customers V3(accounts)
    • Customers V3(contacts)
    • CDS Contacts V2(contacts)
    • CDS Contacts V2(contacts)
    • Vendor V2 (msdyn_vendor)
    • Contacts V2 (msdyn_contactforparties)
    • CDS Party postal address locations (msdyn_partypostaladdresses)
    • CDS postal address history V2 (msdyn_postaladdresses)
    • CDS postal address locations (msdyn_postaladdresscollections)
    • Party Contacts V3 (msdyn_partyelectronicaddresses)

  2. Make sure that the maps are removed from the msdy_dualwriteruntimeconfig table in Dataverse.

  3. Install Dual-write Party and Global Address Book Solutions from AppSource.

  4. In the finance and operations app, run Initial Sync for the following tables if they contain data:

    • Salutations
    • Personal character types
    • Complimentary closing
    • Contact person titles
    • Decision making roles
    • Loyalty levels

  5. In the customer engagement app, disable the following plugin steps.

    • Account Update

      • Microsoft.Dynamics.GABExtended.Plugins.UpdatePartyAttributesFromAccountEntity: Update of account
      • Microsoft.Dynamics.FinanceExtended.Plugins.TriggerNotesForCustomerTypeCodes: Update of account

    • Contact Update

      • Microsoft.Dynamics.GABExtended.Plugins.UpdatePartyAttributesFromContactEntity: Update of contact
      • Microsoft.Dynamics.FinanceExtended.Plugins.TriggerNotesForSellableContact: Update of contact

    • msdyn_party Update

      • Microsoft.Dynamics.GABExtended.Plugins.UpdatePartyAttributesFromPartyEntity: Update of msdyn_party

    • msdyn_vendor Update

      • Microsoft.Dynamics.GABExtended.Plugins.UpdatePartyAttributesFromVendorEntity: Update of msdyn_vendor

    • Customeraddress

      • Create

        • Microsoft.Dynamics.GABExtended.Plugins.CreatePartyAddress: Create of customeraddress

      • Update

        • Microsoft.Dynamics.GABExtended.Plugins.CreatePartyAddress: Update of customeraddress

      • Delete

        • Microsoft.Dynamics.GABExtended.Plugins.DeleteCustomerAddress: Delete of customeraddress

    • msdyn_partypostaladdress

      • Create

        • Microsoft.Dynamics.GABExtended.Plugins.CreateCustomerAddress: Create of msdyn_partypostaladdress
        • Microsoft.Dynamics.GABExtended.Plugins.PartyPostalAddress: Create of msdyn_partypostaladdress

      • Update

        • Microsoft.Dynamics.GABExtended.Plugins.CreateCustomerAddress: Update of msdyn_partypostaladdress
        • Microsoft.Dynamics.GABExtended.Plugins.PartyPostalAddress: Update of msdyn_partypostaladdress

    • msdyn_postaladdress

      • Create

        • Microsoft.Dynamics.GABExtended.Plugins.PostalAddress: Create of msdyn_postaladdress
        • Microsoft.Dynamics.GABExtended.Plugins.PostalAddressPostCreate: Create of msdyn_postaladdress
        • Microsoft.Dynamics.GABExtended.Plugins.UpdateCustomerAddress: Create of msdyn_postaladdress

      • Update

        • Microsoft.Dynamics.GABExtended.Plugins.PostalAddressUpdate: Update of msdyn_postaladdress
        • Microsoft.Dynamics.GABExtended.Plugins.UpdateCustomerAddress: Update of msdyn_postaladdress

    • msdyn_partyelectronicaddress

      • Create

        • Microsoft.Dynamics.GABExtended.Plugins.PartyElectronicAddressSync: Create of msdyn_partyelectronicaddress

      • Update

        • Microsoft.Dynamics.GABExtended.Plugins.PartyElectronicAddressSync: Update of msdyn_partyelectronicaddress

      • Delete

        • Microsoft.Dynamics.GABExtended.Plugins.DeletePartyElectronicAddressSync: Delete of msdyn_partyelectronicaddress

  6. In the customer engagement app, disable the following workflows:

    • Create Vendors in Accounts Table
    • Create Vendors in Accounts Table
    • Create Vendors of type person in Contacts Table
    • Create Vendors of type Person in Vendors Table
    • Update Vendors in Accounts Table
    • Update Vendors in Vendors Table
    • Update Vendors of type Person in Contacts Table
    • Update Vendors of type Person in Vendors Table

  7. In the data factory, run the template by selecting Trigger now as shown in the following illustration. This process might take a few hours to be completed, depending on the data volume.

    Running the template.

    Note

    If you have customizations for Account, Contact, and Vendor, you must modify the template.

  8. Import the new Party records into the finance and operations app.

    1. Download the FONewParty.csv file from Azure Blob storage. The path is partybootstrapping/output/FONewParty.csv.
    2. Convert the FONewParty.csv file to an Excel file, and import the Excel file into the finance and operations app. Alternatively, if the CSV import works for you, you can import the .csv file directly. This step might take a few hours to be completed, depending on the data volume. For more information, see Data import and export jobs overview.

    Importing the Dataverse Party records.

  9. In the data factory, run the Party postal address and then the Party electronic address, one after the other.

    • The Party postal address template upserts all postal address records in the customer engagement app, and associates them with corresponding Account, Contact, and Vendor records. It also generates three .csv files: ImportFONewPostalAddressLocation.csv, ImportFONewPartyPostalAddress.csv, and ImportFONewPostalAddress.csv.
    • The Party electronic address template upserts all electronic addresses in the customer engagement app, and associates them with corresponding Account, Contact, and Vendor records. It also generates one .csv file: ImportFONewElectronicAddress.csv.

    Running the Party postal address and Party electronic address templates.

  10. To update the finance and operations app with this data, you must convert the .csv files into an Excel workbook and import it into the finance and operations app. Alternatively, if the CSV import works for you, you can import the .csv files directly. This step might take a few hours to be completed, depending on the volume.

    Successful import.

  11. In the customer engagement app, enable the following plugin steps.

    • Account Update

      • Microsoft.Dynamics.GABExtended.Plugins.UpdatePartyAttributesFromAccountEntity: Update of account
      • Microsoft.Dynamics.FinanceExtended.Plugins.TriggerNotesForCustomerTypeCodes: Update of account

    • Contact Update

      • Microsoft.Dynamics.GABExtended.Plugins.UpdatePartyAttributesFromContactEntity: Update of contact
      • Microsoft.Dynamics.FinanceExtended.Plugins.TriggerNotesForSellableContact: Update of contact

    • msdyn_party Update

      • Microsoft.Dynamics.GABExtended.Plugins.UpdatePartyAttributesFromPartyEntity: Update of msdyn_party

    • msdyn_vendor Update

      • Microsoft.Dynamics.GABExtended.Plugins.UpdatePartyAttributesFromVendorEntity: Update of msdyn_vendor

    • msdyn_partypostaladdress

      • Create

        • Microsoft.Dynamics.GABExtended.Plugins.CreateCustomerAddress: Create of msdyn_partypostaladdress
        • Microsoft.Dynamics.GABExtended.Plugins.PartyPostalAddress: Create of msdyn_partypostaladdress

      • Update

        • Microsoft.Dynamics.GABExtended.Plugins.CreateCustomerAddress: Update of msdyn_partypostaladdress
        • Microsoft.Dynamics.GABExtended.Plugins.PartyPostalAddress: Update of msdyn_partypostaladdress

    • msdyn_postaladdress

      • Create

        • Microsoft.Dynamics.GABExtended.Plugins.PostalAddress: Create of msdyn_postaladdress
        • Microsoft.Dynamics.GABExtended.Plugins.PostalAddressPostCreate: Create of msdyn_postaladdress
        • Microsoft.Dynamics.GABExtended.Plugins.UpdateCustomerAddress: Create of msdyn_postaladdress

      • Update

        • Microsoft.Dynamics.GABExtended.Plugins.PostalAddressUpdate: Update of msdyn_postaladdress
        • Microsoft.Dynamics.GABExtended.Plugins.UpdateCustomerAddress: Update of msdyn_postaladdress

    • msdyn_partyelectronicaddress

      • Create

        • Microsoft.Dynamics.GABExtended.Plugins.PartyElectronicAddressSync: Create of msdyn_partyelectronicaddress

      • Update

        • Microsoft.Dynamics.GABExtended.Plugins.PartyElectronicAddressSync: Update of msdyn_partyelectronicaddress

      • Delete

        • Microsoft.Dynamics.GABExtended.Plugins.DeletePartyElectronicAddressSync: Delete of msdyn_partyelectronicaddress

  12. In the customer engagement app, activate the following workflows if you previously inactivated them:

    • Create Vendors in Accounts Table
    • Create Vendors in Vendors Table
    • Create Vendors of type person in Contacts Table
    • Create Vendors of type Person in Vendors Table
    • Update Vendors in Accounts Table
    • Update Vendors in Vendors Table
    • Update Vendors of type Person in Contacts Table
    • Update Vendors of type Person in Vendors Table

  13. Run the Party record–related maps as described in Party and global address book.

Explanation of the Data Factory templates

This section takes you through the steps in each Data Factory template.

Steps in the Party template

  1. Steps 1 through 6 identify the companies that are enabled for dual-write and builds a filter clause for them.

  2. Steps 7-1 through 7-9 retrieve data from both the finance and operations app and the customer engagement app, and stage that data for upgrade.

  3. Steps 8 through 9 compare the party number for Account, Contact, and Vendor records between the finance and operations app and the customer engagement app. Any records that don't have a party number are skipped.

  4. Step 10 generates two .csv file for the party records that must be created in the customer engagement app and the finance and operations app.

    • FOCDSParty.csv – This file contains all party records of both systems, regardless of whether the company is enabled for dual-write.
    • FONewParty.csv – This file contains a subset of the party records that Dataverse is aware of (for example, accounts of the Prospect type).

  5. Step 11 creates the parties in the customer engagement app.

  6. Step 12 retrieves the globally unique identifiers (GUIDs) of the parties from the customer engagement app and stages them so that they can be associated with Account, Contact, and Vendor records in subsequent steps.

  7. Step 13 associates the Account, Contact, and Vendor records with party GUIDs.

  8. Steps 14-1 through 14-3 update the Account, Contact, and Vendor records in the customer engagement app with party GUIDs.

  9. Steps 15-1 through 15-3 prepare Contact for Party records for Account, Contact, and Vendor records.

  10. Steps 16-1 through 16-7 retrieve reference data such as salutations and personal character types, and associate it with Contact for Party records.

  11. Step 17 merges the Contact for Party records for Account, Contact, and Vendor records.

  12. Step 18 imports the Contact for Party records into the customer engagement app.

Steps in the Party postal address template

  1. Steps 1-1 through 1-10 retrieve data from both the finance and operations app and the customer engagement app, and stage that data for upgrade.

  2. Step 2 denormalizes the postal address data in the finance and operations app by joining the postal address and the party postal address.

  3. Step 3 deduplicates and merges account, contact, and vendor address data from the customer engagement app.

  4. Step 4 creates .csv files for the finance and operations app to create new address data that is based on account, contact, and vendor addresses.

  5. Step 5-1 creates .csv files for the customer engagement app to create all address data, based on both the finance and operations app and the customer engagement app.

  6. Step 5-2 converts the .csv files into the finance and operations import format for manual import.

    • ImportFONewPostalAddressLocation.csv
    • ImportFONewPartyPostalAddress.csv
    • ImportFONewPostalAddress.csv

  7. Step 6 imports the postal address collection data into the customer engagement app.

  8. Steps 7 retrieves the postal address collection data from the customer engagement app.

  9. Step 8 creates customer address data and associates a postal address collection ID.

  10. Steps 9-1 through 9-2 associate party and postal address collection IDs with postal addresses and party postal addresses.

  11. Steps 10-1 through 10-3 import customer addresses, postal addresses, and party postal addresses into the customer engagement app.

Steps in the Party electronic address template

  1. Steps 1-1 through 1-5 retrieve data from both the finance and operations app and the customer engagement app, and stage that data for upgrade.

  2. Step 2 consolidates electronic addresses in the customer engagement app from account, contact, and vendor entities.

  3. Step 3 merges primary electronic address data from the customer engagement app and the finance and operations app.

  4. Step 4 creates .csv files.

    • Create new electronic address data for the finance and operations app, based on account, contact, and vendor addresses.
    • Create new electronic address data for the customer engagement app, based on electronic address, account, contact, and vendor addresses in the finance and operations app.

  5. Step 5-1 imports electronic addresses into the customer engagement app.

  6. Step 5-2 creates .csv files to update primary addresses for accounts and contacts in the customer engagement app.

  7. Steps 6-1 through 6-2 import accounts and contact primary addresses into the customer engagement app.

Troubleshooting

  1. If the process fails, rerun the data factory. Start from the failed activity.

  2. Some files that are generated by the data factory can be used for data validation.

  3. The data factory runs based on .csv files. Therefore, if a comma is included in any field value, it might interfere with the results. You must remove all commas from field values.

  4. The Monitoring tab provides information about all steps and data that have been processed. Select a specific step to debug it.

    Monitoring tab.

Learn more about the template

For more information about the template, see Comments for Azure Data Factory template readme.