D365 F&O Reporting Best Practices, Patterns and Anti-Patterns

Scenario # 6 - Reports that require data mash-up between various on-prem and cloud apps

Customer needs dashboards and analytical reports that require data mash-up between Finance and Operations, Human Resources, Customer Engagement apps and other on-prem and cloud apps

Patterns

Bring Finance and Operation and CDS data to Azure Data Lake. Use Synapse Analytics to ingest, curate and build analytics.

  • Use Data feeds feature to bring Finance and Operations apps data to customers own Azure Data Lake.
  • Bring CDS data to Azure Data Lake using Export to data lake feature.
  • Use Synapse Analytics to ingest data from other systems, curate and stage final data and build Power BI report to serve.

Anti-Patterns

  • DO NOT use Dual-write to copy Finance and Operations data to CDS
  • DO NOT bring Finance and Operations and CDS data on-premise to build dashboards