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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Options for importing data from Dynamics 365

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Posted on by 10

Please advice if there is a better forum for this.

Short: What are the options to export, in a periodical fashion (like once a day), financial data from Dynamics 365 to:

  • On-premise SQL Server
  • Azure SQL Database
  • Other Azure-based data repositories (Data lake, blobs, etc)

Long:

We are building a software specially designed for the integration, administration, processing and presentation of data sets from different databases from other software.
Based on the this software, we develop concepts (e.g. budget/forecast) and customized applications for different types of business support.
All our customer solutions starts with setting up imports from the source systems, normally an accounting system or ERP. (Many customers use Dynamics NAV or AX for instance).
We import the financial data (general ledger, etc) as well as the dimensional data, into our SQL Server based repository.

Historically, all these solutions have been on-premise, i.e. both the ERP and our platform are installed at the customer site.
However, more and more customers are of course moving to cloud based ERP:s, such as Dynamics 365. We need to provide solutions for this, as well.
We see two different scenarios (where Dynamics 365 is used)

  • Our solution remains on-premise, with "traditional" SQL Server as the data repository
    In this case, we need to import data (General ledger, etc) from the cloud-based Dynamics 365 to our on-premise based SQL Server.
  • We move our solution to Azure as well, and use Azure SQL Database or other data repository.
    In this case, we need to import data (General ledger, etc) from the cloud-based Dynamics 365 to our cloud-based data repository.

We are new to this (cloud-based ERP:s), and need to understand the options we have.

Thanks!

  • Suggested answer
    protc Profile Picture
    on at
    RE: Options for importing data from Dynamics 365

    Hi Fredrik,

    Thank you for your query.

    You can explore the Power Automate option to schedule the automation from D365 to your On premise SQL server using a Data Gateway,

    docs.microsoft.com/.../gateway-reference

    docs.microsoft.com/.../getting-started

  • David Jennaway Profile Picture
    14,065 on at
    RE: Options for importing data from Dynamics 365

    I'd suggest using the Data Export Service, which will automatically write changes made in Dynamics 365 data to a SQL database in Azure (either a SQL Azure instance, or a VM in Azure running SQL Server). 

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