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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Rollup or Calculated f...
Microsoft Dynamics 365 | Integration, Dataverse...
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Rollup or Calculated fields in Fabric Azure

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Posted on by Community member
General question of what everyone else is doing on getting correct rollup/calculated fields up to Fabric for reporting?  Since that info doesn't get updated in a "great/if any" fashion up to Fabric.
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Dynamics 365 general
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  • Suggested answer
    Muhammad Shahzad Shafique Profile Picture
    Muhammad Shahzad Sh... 2,375 Most Valuable Professional on at
    1. Direct Query with Virtual Tables:
    • Create Fabric datasets that query Dynamics 365 directly via:
    • TDS Endpoint (Tabular Data Stream)
    • Virtual tables mapped to Dataverse

    2. Power Automate Synchronization:
    • Trigger flows to update shadow tables in Fabric when:
    • Rollup fields change
    • Calculated fields are updated
    • Related records are modified

    3. Azure Synapse Link for Dataverse:
    • Configure to include calculated/rollup fields
    • Set appropriate refresh frequency (15 min minimum)

    4. Custom Logic in Dataflows:
    • Recreate calculations in Fabric dataflows using:
    • Power Query transformations
    • Fabric Spark notebooks for complex logic



     

     
     

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