Thursday, 9 August 2018

BYOD (Bring your own database) D365FO

What is BYOD?
The BYOD feature was released in Microsoft Dynamics 365 with platform update 2 (August 2016)
BYOD feature lets administrators configure their own database, and then export one or more data entities that are available in Finance and Operations into it.
The BYOD feature allows you to push data into a database that you manage on Azure or on premises.
This is done with the use of data entities. This means you can use existing entities or build your own entities to structure the data how you need for your external database. As per MSFT, Currently more than 1700 Data entities are available.

Objective 
You have data in D365 running in the cloud but you still have other applications that you run on premise or somewhere else. 

So you need to get data from D365 into a another environment so other applications can use the data. 

The most common use of BYOD is for data analysis and long running reporting (Long running reports are pain point of AX)


Prerequisite

First Create a database on Azure SQL or on premise SQL (You need static IP for connection)

How to create Database on Azure..

Log in to the Azure portal



Follow these steps to create a blank SQL database.
  1. Click Create a resource in the upper left-hand corner of the Azure portal.
  2. On the New page, select Databases in the Azure Marketplace section, and then click SQL Database in the Featured section.


Fill out the below fields.



Click on server to configure server for you newly created database a pop will appear fill the required information 



Once database created on SQL or AZURE Then Login to D365 to configure data source of Newly created database. for Azure database detail please follow the thislink


AX Data source Configuration..



 Go to Systems Administrations > Workspace > Data management 

Click on > Configure Data Source and click on New



Now fill the data source name and description and select the type Azure SQL DB..
Please check the below screenshot.


Now Go back to Systems Administrations > Workspace > Data management 

Click on > Configure Entity Export to database



Now, click on EDIT button to Edit the newly  created data source..
Enter Azure SQL / SQL connection string and click on validate 





Then enter the connection string of the Azure DB.
It should be in the format:
Data Source={azure.database.windows.net},1433;Initial Catalog={database};Integrated Security=False;User ID={userid};Password={password}
Configuration of data source is completed.

Now Go back to Systems Administrations > Workspace > Data management 

Click on > Data Entities
If Entities are not showing then go back to Systems Administrations > Workspace > Data management and click on framework parameters and refersh the entities 



After 2 or 3 minutes all entities will appear to your Data Entities List page.
Now select the required Entity which you want to export. 

Enable the change tracking for incremental Export.



Once Change Tracking Enable on Entity click on Publish then select your data source where you want to publish and click on publish 


A Job Will schedule like below screenshot 
Message will appear once job complete and a table will be created to targeted DB.

Now Go back to Systems Administrations > Workspace > Data management 

Click on > Export Data 

Please make sure you always use Enhance View for Import and Export


Now fill the required fields Like Name and Select Target data format to your Data source, Default refresh type should be incremental then click on Add 



Once you fill all the required fields, You are ready to export :) Make sure you are exporting the data in batch for better performance.


After completion of data export you can verify on your targeted data source Like below screenshot


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