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Are you as excited as we are about the Data Export Service (DES) capabilities available when working with Azure with Dynamics 365 for Customer Engagement (D365 CE) Online? In this blog we’ll look at installing and configuring the DES to export data from D365 CE Online to a SQL database. Let’s get started!
Gather Credentials
Verify that DES Export is installed on the D365 instance containing the data that you need to export.
1. Select Get more apps
2. Search for “Data Export Service”
3. Select Get it now
4. Fill in your information when prompted:
5. Input the name of the organization/instance to add it to and select Agree
Nice work! While that’s running, let’s move on to the Azure portal.
1. Login to the Azure Portal
2. Type “key vault” in the top search box
3. Select Key vaults
4. If this is the first Key Vault, your screen will look similar to this:
5. Select Add > Create key vault:
6. Enter the required information:
7. Click Create
8. Open the key vault
9. Select Keys:
10. Select Generate/Import:
11. Name the new key and click Create.
12. View the newly generated key:
13. Open the new key and select the record shown in the CURRENT VERSION area:
14. Copy the Key Identifier for reference later in this blogpost:
If you’re a fan of PowerShell, check out this article: Quickstart: Set and retrieve a secret from Azure Key Vault using PowerShell. Or, follow these steps to work through the Azure GUI.
1. Log into the Azure portal with organization user credentials and navigate to your key vault.
2. Select Generate/Import and enter the information required:
In our example connecting to a SQL database, the secret Value looked something like this:
Depending on what you are connecting to, your solution may require a different Value format than the example shown here. With the multitude of options to choose from, the connection string specifics for each connection type is out of scope for this blogpost. See https://docs.microsoft.com/en-us/azure/key-vault/quick-create-template or search for ‘How To Configure Data Export Service with WhatYouAreConnectingTo’ to help you along your way for a use case other than SQL.
3. Select Create.
4. Open the newly generated secret and select Current Version to view the details.
5. Add a Tag to the secret
6. Copy the secret identifier value for reference later in this blog. In our example the secret identifier value looks something like this:
1. Navigate to Azure Active Directory > App Registrations
2. Locate and select the application Data Export Service for Microsoft Dynamics 365 (If it hasn’t been installed into D365 CE yet, go back and do that now.)
3. Enter a sign-on URL within your organization’s domain
4. Next, open the Data Export Service for Microsoft Dynamics 365 app
5. Go to Settings > Required Permissions > Add
6. Select an API
7. Select Azure Key Vault > Permissions
8. Select Delegated Permissions and Have Full Access
1. Log into the Azure portal with organization user credentials and navigate to your key vault.
2. Open the Key Vault to create an Access Policy for it. Select Access Policies > Add New
3. Search or select Data Export Service for Microsoft Dynamics 365.
Ensure that change tracking has been turned on in D365 CE for the entities that will be exported via DES. Keep in mind it must be done manually in each instance, as it does not migrate with solutions.
Tip! Keep the amount of entities with change tracking enabled to a minimum to avoid unnecessary overhead.
1. Inside of the D365 CE Customization area, navigate to the Entity Definition area to select “Change Tracking”
2. Save and Publish the changes
1. Log in D365 CE with administrator credentials
2. Navigate to Settings > Data Export. (This is the DES that was installed from step one solution import.)
3. Create a new data profile
4. Enter the parameters requested
Name: ReportingExport (Or, another name that makes sense for your purpose)
Key Vault URL: This is the Secret Identifier Value copied during the steps above or provided by your Azure administrator. It looks something like this:
(Reminder: Don’t use what you see here. This sample includes an invalid GUID and is solely for reference purposes. You’ll need the value from your Azure tenant.)
Schema: yourdataschemaname
Prefix: yourpreferredprefix
Retry Count: Default 12
Retry Interval (in sec.): Default 5
Write Delete Log: True
5. Select Validate
6. Select the entities to be included/excluded for this profile
7. Select any relationships to be included/excluded for this profile
8. Review the Summary to ensure everything is as you wish
9. Select Create & Activate
10. Click REFRESH.
11. View the status of the profile components
Congratulations! You did it!
Happy Dynamics 365’ing!