Jet Analytics OneLake Dynamics 365 Finance & Operations Data Source

This article describes the Jet Analytics OneLake Finance & Operations data source, available for Ingest instances using Data Lake Gen2 or Fabric as storage. This data source connects to Dynamics 365 Finance & Operations data in Fabric Lakehouse.

Storage options

Ingest instance using Data Lake Gen2 storage

When using Data Lake Gen2 as the storage type, the OneLake Finance & Operations data source behaves as a standard data source with no special configuration required.

Ingest instance using Fabric storage

When using Fabric storage, tables are virtualised. Data is not physically stored in the Ingest instance but is loaded directly into the Prepare instance Fabric storage.

For both storage options, company filtering and options logic are supported.

Configuration settings

Select the Dynamics 365 Finance datasource.

1. Connection settings

• Tenant ID: The Tenant ID from the App Registration. Used to authenticate and authorise access to resources within the tenant.
• Application ID: The Application ID from the App Registration. Identifies the client application requesting access.
• Client Secret: The client secret from the App Registration. Used together with the Application ID to authenticate the application.
• Workspace: The name of the Fabric workspace associated with the data source connection.
• Lakehouse: The name of the Lakehouse connected to this data source, serving as the storage location for data.
• Execution Lakehouse: The name of the Lakehouse where notebook content will run. If left blank, the value of Lakehouse is used.
• Username: The username used to authenticate the connection.
• Password: The password associated with the username.
• Connection Timeout: Time in seconds before a connection attempt times out if there is no server response.
• Command Timeout: The maximum time in seconds allowed for a command to execute before timing out.

2. Companies

• Companies: A list of companies to include or exclude, based on the Include All Companies setting.
• Include All Companies:
  • Enabled: All companies are included except those listed in the Companies field.
  • Disabled: Only the companies listed in the Companies field are included.
• Compare Companies Case-Insensitive: When enabled, company names are converted to lowercase for uniform comparison.
• Company Table Name: The name of the table containing company data. Typically dataarea_partitioned.

3. Options behavior

• Enable Options: Enables extraction of options from the data source.
• Option Table Name: The name of the table containing option data. Often named GlobalOptionsetMetadata_partitioned.
• Apply Option Labels on Tables: When enabled, a new column is added with option labels (postfixed with _Label) for each option column.
• Option Localized Label Language Code: The language code for retrieving localised option labels. Defaults to 1033 if left blank.
• Create Localized Option Table: When enabled, a table containing all options and labels is created, and an entity name column is added to each table to simplify joins.

4. Metadata settings

• Cache Metadata: When enabled, local metadata is cached to improve performance.
• Metadata Cache Tolerance: The duration in minutes for which the metadata cache remains valid before a refresh is required.
• Metadata Cache Location: The local folder path where metadata cache files are stored.

5. Execution settings

• Local Work Location: The local directory for temporarily storing downloaded Parquet files.
• Max. Notebook Parallelism: The maximum number of threads for concurrent notebook execution.

6. Debugging

• Enable Debugging: When enabled, generated notebooks and working files are retained in both the local work location and on Fabric for debugging purposes.