Create a model from a Dynamics 365 Sales solution

Requirements

  • Data Hub v8 or later

  • Microsoft Dynamics 365 Sales or Microsoft Dynamics CRM 2011

Create a new data model

Click New resource > Model.

Select source

Microsoft Dynamics NAV 2009 users:

  • Under the Apps (API) section, select Microsoft Dynamics 365 Sales.

  • From the source type pop-up, click Deploy on the "Dynamics NAV 2009" entry tagged Model.

All other users:

  • Under the Apps (API) section, select Microsoft Dynamics 365 Sales.

  • From the source type pop-up, click Deploy on the Microsoft Dynamics 365 Business Central entry tagged Model.

Connect

  1. To set up the connection between Data Hub and Microsoft Dynamics 365 Sales complete the following fields:

    1. Data Gateway - Leave this item set to None unless you are using a Data Gateway.

    2. Server - The fully qualified domain name for the Microsoft Dynamics 365 Sales instance is required.

      1. For example:

        1. Microsoft Dynamics 365 Sales online - https://<myorganization>.crm.dynamics.com

        2. Microsoft Dynamics 365 Sales on-premises - http://<myserver>:5555/MyOrg

    3. User Name - Enter the user name of a user with access to the Microsoft Dynamics 365 Sales instance. The user name provided may require the domain name (such as domain\user) or a User Principal Name format (user@fully-qualified_domain_name).

    4. Password - Enter the password for the provided user name.

    5. Caption Language - Select the language used to display user-friendly descriptions for elements stored by Microsoft Dynamics 365 Sales.

  2. Click Test Connection to verify that ZAP Data Hub can connect to the Microsoft Dynamics 365 Sales database with the credentials provided.

  3. Click Next to continue to the Create Model step.

Create model

  1. To deploy the data model provided by the Solution, complete the following fields:

    1. Model Name - Enter a name for the new data model.

    2. Model Location - Click Browse and select a root directory for data model using the Select Folder pop-up window. New folders can be created by right-clicking on existing folders and selecting New Folder.

    3. Model Server - Select an existing Model Server to use for this Data Model, or select Create new model server… to open a New Model Server tab.

    4. Model Database Name - Enter a name for the data warehouse table to be stored in Microsoft SQL Server. If the Model Database Name is already in use, attempting to create the model will not proceed until the Model Database Name is changed or Ownership of the existing table is changed.

    5. Deploy Analytics - When checked, analytics provided by the Solution are deployed during model creation. When cleared, analytics will not be deployed during module creation and will need to be deployed later from the model task pane

    6. Modules - Select the pre-packaged modules to be deployed for this data model.

  2. Once the model is configured, click Create Model. The model creation process takes several minutes.

Configure calendars

  1. Select from the four calendars provided:

    Note

    All four calendars start on January 1 by default. This can be changed using the calendar pane.

    1. Calendar YQMD - Calendar: Year, Quarter, Month, Day

    2. Calendar YWD - Calendar: Year, Week, Day

    3. Fiscal YQMD - Calendar: Year, Quarter, Month, Day

    4. Fiscal YWD - Calendar: Year, Week, Day

  2. Click Finish.

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