Integrate Dynamics 365 with OneLake using Fabric Shortcuts

This offering is designed for organizations who have existing Dynamics 365 or other Dataverse sources and want a trusted Fabric Featured Partner to guide them through a Proof-of-Concept (PoC) implementation bringing that data into Microsoft Fabric.

Ever wish you could query, transform and merge Dynamics 365 or other Dataverse data before bringing it into Power BI? Microsoft Fabric makes this easy! Let us show you the power of Fabric shortcuts, which enable you to surface Dataverse data in OneLake without moving or copying data and then work with that data using standard languages like SQL.

Want to accelerate your data potential? We’ll show you how by integrating your Dynamics 365 or other Dataverse sources into OneLake and Microsoft Fabric.

Through this engagement, we will help your organization gain a better understanding of the features and potential of Microsoft's Fabric and Dataverse products. Our goal is to accelerate your adoption of these technologies by allowing you to leverage our experience and expertise to avoid common implementation challenges that other businesses encounter. Critical to the success of this introductory engagement is your active collaboration with our team to ensure that we understand your requirements, so we can introduce you to the tools and solutions for your organization. Ultimately, you, the customer, will be responsible for evaluating the suitability of any proposed technologies and their implementation in conformity with your internal change management guidelines and information security policies.

This offering also includes a free Getting Started 1-Day Assessment to determine scope, timeline, and a fixed price estimate of your project.

What's covered

• Leading up to the engagement: We will work with your team to envision and define an initial value-added Microsoft Fabric use case for implementation during this engagement.
• Weeks 1-2: We will work closely with your team to set up and configure the required components, including shortcut configuration, and then implement the agreed upon use case(s).
• Week 3: Inviso will complete technical documentation to accompany the PoC as well as documentation on governance and administration best practices. Inviso will then leverage these documents to host two supporting workshops: 1) Fabric technical training (based on the PoC implementation). 2) Governance and administrative best practices (based on Microsoft’s “Fabric adoption roadmap”).

Deliverables

At the conclusion of the engagement you will receive the following:

• Microsoft Fabric fully set up, configured with shortcuts, and optimized for your environment.
• Final design, development, and deployment of an end-to-end use case utilizing the appropriate Fabric features and Dataverse services.
• Design and deployment of 1 Power BI report.
• Documentation and training workshops.
• Roadmap for your Fabric implementation (beyond the initial PoC).
• Estimate of time and effort to achieve your goals (beyond initial PoC).

Prerequisite:

Inviso personnel must be able to access your corporate data and must be granted an Office 365 account to deploy and configure the required Microsoft Fabric services.

Access to Fabric capacity in the same Azure Region as your Dataverse environment is required.

Access or ability to work with a system administrator role in the Dataverse environment.

Administrator access to a Fabric workspace created in the same region as the Dataverse environment.

Our Expertise

We concentrate on Microsoft-based technologies and like to leverage the latest and greatest Azure-based tools and services. We leverage existing tools such as the Microsoft Power Platform suite to deliver low/no-code solutions. When existing tools don’t meet your needs, we have expertise in the full Microsoft BI stack and are fluent in a wide variety of coding languages enabling us to deliver fully customized solutions. Please visit our website for more information: www.invisocorp.com.

Pricing: This offer is free for qualified customers. If deliverables are requested that require additional time, we will provide an estimate for the full effort as part of our initial free assessment. There may be additional charges if travel outside of the general Seattle area is involved.