Solver - Microsoft Dynamics 365 Finance SQL Connector

Solver - Microsoft Dynamics 365 Finance SQL Connector

Mapping and configuring the SQL connector/integration to load financial dimensions and GL data from D365 Finance

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About this course

In this course, Toby Prince, Solver Sr. Technical Consultant, goes through the process of connecting Dynamics 365 Finance to Solver's Data Warehouse via an Azure SQL database.  If you have not already done so, we suggest you view the Solver - Data Warehouse Overview  course to become familiar with the Data Warehouse and terminology. 

NOTE: This course is based on demo data and does not include any customizations that may be included in the real world process.

The following topics are included:   

  • Data Warehouse Permissions
  • Publishing and exporting D365 data entities to an Azure SQL database
  • Creating SQL Views in Azure
  • Configuring the Solver Data Warehouse
  • Creating integrations from the Data Warehouse to the Azure SQL database

Posted 10/19, Revised 5/20

Curriculum~ 2 hours

  • Data Warehouse Permissions
  • Overview & Documentation
  • Data Entity Export pt 1
  • Data Entity Export pt 2
  • SQL Views pt 1
  • SQL Views pt 2
  • SQL Views pt 3
  • Data Warehouse Configuration
  • Dimension Integration pt 1
  • Dimension Integration pt 2
  • Module Integration pt 1
  • Module Integration pt 2
  • Module Integration pt 3
  • Customizing Data Entities pt 1
  • Customizing Data Entities pt 2
  • Customizing Data Entities pt 3
  • Customizing Data Entities pt 4
  • Recap
  • Dynamics 365 Finance Quiz

About this course

In this course, Toby Prince, Solver Sr. Technical Consultant, goes through the process of connecting Dynamics 365 Finance to Solver's Data Warehouse via an Azure SQL database.  If you have not already done so, we suggest you view the Solver - Data Warehouse Overview  course to become familiar with the Data Warehouse and terminology. 

NOTE: This course is based on demo data and does not include any customizations that may be included in the real world process.

The following topics are included:   

  • Data Warehouse Permissions
  • Publishing and exporting D365 data entities to an Azure SQL database
  • Creating SQL Views in Azure
  • Configuring the Solver Data Warehouse
  • Creating integrations from the Data Warehouse to the Azure SQL database

Posted 10/19, Revised 5/20

Curriculum~ 2 hours

  • Data Warehouse Permissions
  • Overview & Documentation
  • Data Entity Export pt 1
  • Data Entity Export pt 2
  • SQL Views pt 1
  • SQL Views pt 2
  • SQL Views pt 3
  • Data Warehouse Configuration
  • Dimension Integration pt 1
  • Dimension Integration pt 2
  • Module Integration pt 1
  • Module Integration pt 2
  • Module Integration pt 3
  • Customizing Data Entities pt 1
  • Customizing Data Entities pt 2
  • Customizing Data Entities pt 3
  • Customizing Data Entities pt 4
  • Recap
  • Dynamics 365 Finance Quiz