المرحلة الأولى · الوعي 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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Reference architecture For Chief data officers, CIOs, BI leads

The short answer

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
الإرسال 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.

الأسئلة الشائعة

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.

ذات صلة 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. احجز استشارة Next: Pragmatic Copilot implementation: high-return use cases in Sales, Field Service and Supply Chain →

كيف تدار العلاقة

يبدأ باستشارة مدتها 45 دقيقة، ثم ورشة اكتشاف وورشة عمل حول عملياتك الخاصة. تحصل على فجوة ملاءمة مكتوبة وخطة مرحلية قبل الاتفاق على البرنامج. تتبع أربع مراحل، كل منها يحتوي على شيء يمكنك استخدامه ومراجعته.

اكتشف

ورش عمل للعمليات، تدقيق البيانات، وفجوة ملاءمة مع المنتج القياسي.

التصميم

مخطط الحل، خريطة التكامل، والإضافات التي سنحتاجها فعليا.

النشر

التكوين، تدريب الهجرة، التدريب القائم على الأدوار، التدريبات غير المدرجة، والانتقال التدريجي.

الدعم

هايبركير، الخدمات المدارة، بوابة العملاء، مراجعات التحسين المجدولة.

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