Install the Data Hub service package for D365
Overview
A D365 instance must have the Data Hub service package installed before a D365 data source can be created. This is done by downloading and running a service package on the Virtual Machine or Azure instance that hosts D365.
The service package only has to be installed once but must be installed before creating a D365 data source. The service package installs a library (.DLL) file, which implements a Windows service that processes requests from Data Hub and returns information from D365 to create cubes.
Install the D365 package
Download the service package
Install the service package from a link provided on the model creation wizard's Connect screen.
In Data Hub, create a new D365 data source or solution using one of the following methods:
Use the create new model wizard.
Add a D365 data source to an existing model.
On the Connect screen, click Download Service Package.
In the Save As box, choose a folder to save the service package file.
Note
If D365 is hosted using Software as a Service (SaaS) through Microsoft Azure, download the service package to a client computer and upload it to Azure using Microsoft Dynamics Lifecycle Services.
Deploy the Service Package to D365 Hosted using SaaS in Azure
If you are using D365 provided in the Public Cloud using Software as a Service (SaaS) through Microsoft Azure, RDP to the host is not available. You must install the service package using Microsoft Dynamics Lifecycle Services (LCS).
Customers using D365 deployed via SaaS will have to have their Microsoft partner install the Data Hub service package for them.
Log in to Lifecycle Services and select your D365 project.
On the Project page, scroll to the right and click Asset library in the More Tools section.
Select the Software deployable package asset type in the Asset type.
Click the + icon under the Software deployable packages files section.
Type a name for the Package (e.g.Data Hub D365 Service Package 2.2), and click Add a file.
Navigate to the folder where you saved the service package. Select the file and click Add.
Select the package and in the menu above the table, select Versions.
Select your version and click Get version
Navigate to your Project Environment inside LCS and click Maintain to deploy the package.
Select the update that you would like to deploy, and click Apply.
At the end of the update clear the Read from database directly check box.
Create a Data Hub service role in Microsoft Dynamics 365 Finance & Operations
Open Microsoft Dynamics 365 Finance & Operations and navigate to the System Administrator > Security Configuration menu.
Click the Privileges tab and click Create new.
Enter a name for the Privilege such as InvokeZapServices and click OK.
Find and select the new Privilege you created.
Under References, select Service operations and click Add references.
Filter the list of service operations to list those beginning with Zap.
Select all of the Service operations and under SELECT PROPERTIES. Select Grant and click OK.
Create a new Role by navigating to the Roles tab and clicking Create new.
Enter a name for the new role such as Data Hub User.
For the new role, select Privileges and click Add Reference. Find the created privilege and select OK
Click the Unpublished objects (2) tab and publish the new objects to finalize creating the new service role.
Grant the Data Hub service role to Microsoft Dynamics 365 Finance & Operations users
Navigate to System Administrator > Users.
Find and click the target user.
Click Assign roles.
Select the Data Hub service role created previously and click OK.