Phase 1 · Bewusstsein 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
Servieren 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.

Häufig gestellte Fragen

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.

Related 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. Vereinbaren Sie eine Beratung Next: Pragmatic Copilot implementation: high-return use cases in Sales, Field Service and Supply Chain →

How an engagement runs

It starts with a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed. Four phases follow, each with something you can use and review.

Entdecke

Prozessworkshops, Datenprüfungen und eine Passungslücke im Vergleich zum Standardprodukt.

Konstruktion

Lösungsplan, Integrationskarte und die Erweiterungen, die wir tatsächlich brauchen werden.

Einsatz

Konfiguration, Migrationsproben, rollenbasierte Schulungen, UAT und phasenweise Umschaltung.

Unterstützung

Hypercare, Managed Services, Kundenportal, geplante Optimierungsbewertungen.

What drives the cost: users, legal entities and currencies, integrations, data migration and the gaps found against standard. See how pricing works, run the three-minute readiness score, or book a consultation.