Fase 1 · Concienciación Strategic AI, data and analytics

Microsoft Fabric and Dynamics 365: operational analytics without ETL pipelines

How OneLake and Dataverse link so that operational data reaches analysts in near real time without hand-built extract-transform-load pipelines.

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La respuesta corta

Link the Dynamics 365 data into OneLake instead of copying it out. Analysts get a governed, current model, and the engineering team stops maintaining nightly extracts.

Stages

Operational data to a governed model

1
Identify the entities Choose the tables that drive decisions: ledger, sales, inventory, service.
2
Link, do not copy Use the Dynamics 365 and Dataverse links to Fabric so the tables appear in OneLake.
3
Model once Build a semantic model with agreed measures such as revenue, margin and days to collect.
4
Govern Apply sensitivity labels, row-level security and a named owner for each measure.
5
Saque Publish Power BI reports and let Copilot answer questions from the governed model.

Decision points

Three questions that change the answer

Does the report need data from outside Dynamics 365?

YesBring those sources into OneLake and model them together.

NoReport directly from the linked tables.

Is the number a financial figure?

YesReconcile it to the ledger and mark its source.

NoA defined, owned measure is enough.

Who may see it?

YesApply row-level security before publishing.

NoPublish to the shared workspace.

Milestones

What done looks like, and when

Week 2 Entities and questions agreed.
Week 5 Linked tables available in OneLake.
Week 8 First semantic model with owned measures.
Week 12 Reports and Copilot questions live to the first business unit.

Principles we hold to

One definition per measure, with an owner.
Reconcile finance numbers to the ledger.
Security is designed before the first report is shared.
Fewer pipelines means fewer places to break.

Preguntas frecuentes

How does Microsoft Fabric work with Dynamics 365?

Dynamics 365 and Dataverse data can be linked into Fabric's OneLake, so analytics runs on current operational data without a separate extract process.

Do we still need a data warehouse?

Often a lakehouse in Fabric replaces a separate warehouse, but the answer depends on your existing estate and the other sources you need to combine.

Relacionado Services → Dynamics 365 solutions → Funder reporting in one click →

Take this to your own programme. Tell us where you are. We will tell you plainly what this means for your estate and what we would do first. Reserva una consulta Next: Pragmatic Copilot implementation: high-return use cases in Sales, Field Service and Supply Chain →

Cómo se desarrolla un compromiso

Comienza con una consulta de 45 minutos, luego un taller de descubrimiento y ajuste de recursos sobre tus propios procesos. Recibes un ajuste de espacios escritos y un plan por fases antes de acordar un programa. Siguen cuatro fases, cada una con algo que puedes usar y revisar.

Descubre

Talleres de procesos, auditoría de datos y un ajuste con el producto estándar.

Diseño

Plano de la solución, mapa de integración y las extensiones que realmente necesitaremos.

Despliegue

Configuración, ensayo de migración, formación basada en roles, UAT y transición por fases.

Apoyo

Hypercare, servicios gestionados, portal de clientes, revisiones de optimización programada.

Qué genera el coste: usuarios, entidades legales y monedas, integraciones, migración de datos y las lagunas que se encuentran respecto a los estándares. Descubre cómo funciona el precio, ejecuta la puntuación de preparación de tres minutos o reserva una consulta.