Using Dataflows in Microsoft Dataverse.

Hello Guys,

In our previous blog we have seen how to create columns and different types of columns in Microsoft Dataverse. Today we are going to learn one of the powerful feature of Dataverse which is Dataflows.



Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends.

Dataflow is a data extraction tool for extracting data from different sources and processing those data to the Dataverse(CDS) by creating a new table or using an existing table. Dataflow is using ETL process which means it first extract the data from the source, Transform the data into table using Power Query and loads the data into Dataverse.

Once data is loaded into Dataverse, you can use this data for building power apps, can generate reports using Power BI and can create dashboard also. One of the use of Dataflow is Data Integration.

Consider a scenario where you have ample amount of data store at some source location which can be text file, csv, excel, sql server, json, xml, azure database or some other data sources. You want to move this data in D365 for integrating with CRM then you can use Dataflow to achieve this.

To work with Dataflows follow below steps:

Navigate to https://make.powerapps.com and select your environment.




Now expand Data and click on Dataflows.




Click on New Dataflow and select start from blank.




Configure it as shown above and Click on Create.




Now here we need to select source of the data. Here we will be selecting csv File for demonstration purpose. You can use any source which is suitable to your requirement. Below is the csv file which we have already stored in one drive.



Click on Text/csv file which will navigate to next window.




Now click on Browse One drive button.




Select the file and click on Open.




Now click on Next. This will navigate to Power Query Wizard.




Click on Transform data.




Here you can see in the first row column heading is not available. It is showing column names as column1,2,3 and so on. You can rename this column name as shown below:




Now click on Next. Specify the new Table Name and Unique primary name column and click on Next.




Here you can set the Refresh Setting. You can refresh it manually or can set the refresh setting as shown below:




Now click on Create. This will create your dataflow. It will take a while and in background your new table with data will be created.




Now click on Tables and Open your Table.




Click on Data and it will display all data.




Hope it helps...

Comments

Post a Comment

Popular posts from this blog

Read Only Sub Grid & Editable Sub grid in Dynamics 365

Image
Hello Guys, In my previous blogs we have seen Duplicate Detection in Dynamics 365 where we covered how you can use OOB feature of D365 to detect duplicate records. Today we will see how we can implement editable sub grid.  But before if you are new to our blog then do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. In Dynamics CRM we have seen many entities sharing parent child relationships and we can create records of child from the parent page. For example Account and Contact Entity. We can create a new contact entity from the Account Form with the help of Sub Grid control. We can also create sub grid for custom entity and can utilize it in our own way. We will be using Department and Employee Entity for demonstration. Below are the steps: Step 1:- Login to Dynamics 365 with credentials. Step 2:- Click on Advance Settings Gear icon. Navigate to Settings -> Solution -...
Read more

Using Pipelines in Power platform for deploying solutions to environments.

Image
Hello Guys, In our previous  blog   we have seen how to use changesets in PA flow for atomic transactions. Today we will see how we can use Power Platform pipeline for deploying solutions. Do follow us to know more about Dynamics and Power Platform.  Also if you like our blog then please comment and share this blog with your friends. AS a CRM Developer, we need to create and manage solutions for various environment. Once development is done on Dev environment, we are moving the CRM changes by packaging into the solution to next environment like UAT and Production. Previously we were doing the solution movement manually but nowadays we have CICD pipeline in Azure. Now Microsoft has introduced pipelines in Power Platform too. So today we will be exploring the same Pipeline and will see how to deploy solutions in various environment using Power Platform Pipeline.  As you can see in above image, we have three environments like Dev, UAT and Prod. We will be doing some cus...
Read more

Understanding Sales Process in D365.

Image
Hello Guys, In our previous blog we have seen what is Lead and types of leads. Today we are going to understand Sales Process. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. Sales Life cycle begins with Lead. Business captures leads through advertising, marketing, trade shows, mailings etc. Whenever organization gets any new lead, Sales Person captures the information of the lead in Lead entity available in Dynamics 365. For creating lead we require only two things, Lead Name and a Topic describing the lead. Once lead creation is completed, Sales Person performs follow up activities by sending emails, appointment and phone calls to collect more information about the lead. Microsoft Dynamics 365 stores these activities in the Activities entity in the system. Leads can be qualified or disqualified. A disqualified lead indicates that the lead is not a good candidate for sales opportunit...
Read more