Customize Dynamics 365 data ingestion

Important

Microsoft is making Nonprofit data solutions in Microsoft Fabric available as open-source assets so partners and the wider nonprofit community can adapt and build on them over time. Beginning February 1, 2027, Microsoft will no longer provide product engineering support or guarantee future maintenance, updates, or compatibility. As part of this transition, the Microsoft-published Nonprofit data solutions offer will be removed from Microsoft Fabric. Assets you already deployed remain in your workspaces, and you can continue to use them.

The Microsoft-published Nonprofit data solutions offer will be removed from Fabric, so you won't be able to obtain it there after removal. A partner-led solution might become available in the future, but Microsoft can't guarantee an offer, timing, or availability for every customer or market. If you currently use this solution, confirm which assets are already deployed in your workspace and that they continue to work in your environment. Those deployed assets remain in your workspace and you can continue to use them after the Microsoft-published offer is removed from Fabric. Document integrations, dependencies, security needs, and support ownership, and monitor future guidance.

Partners should use the open-source assets and may publish their own solutions in Microsoft Fabric after completing the applicable publishing requirements for the Fabric Workload Hub. Partners may use the open-source assets to build and support their own solutions. Before presenting an offer as available in the Microsoft Fabric Workload Hub, partners must complete applicable Microsoft Fabric publishing requirements and clearly define their support, security, pricing, capacity, and escalation model.

Important

Some or all of this functionality is available as part of a preview release. The content and the functionality are subject to change.

Dynamics 365 data is ingested into Nonprofit data solutions through Microsoft Fabric Link for Dataverse. This connection enables seamless integration of data from your Dataverse environment with the Common Data Model for Nonprofits into the bronze lakehouse.

Prerequisites

Before customizing Dynamics 365 data ingestion, ensure you have:

The Microsoft Fabric link for Dataverse establishes a direct connection between your Dataverse environment and Microsoft Fabric, enabling near real-time data synchronization. When you set up Fabric link, you select which Dataverse tables to sync to your Fabric lakehouse.

For more information about the Fabric link, see Link your Dataverse environment to Microsoft Fabric and unlock deep insights.

Integrated tables

The following tables from Dynamics 365 Sales with the Common Data Model for Nonprofits are integrated into the Fundraising solution:

  • account
  • campaign
  • contact
  • customeraddress
  • email
  • letter
  • msnfp_designatedcredit
  • msnfp_designation
  • msnfp_transaction
  • opportunity
  • opportunitysalesprocess
  • phonecall

Add new tables from Dynamics 365

To add more tables from your Dataverse environment:

  1. Ensure that change tracking is enabled for the tables you want to add. The Fabric link requires change tracking to synchronize data.

  2. Add the tables to your Fabric link connection.

The newly selected tables are automatically synchronized to the bronze lakehouse in your Fabric workspace.

Important

Change tracking must be enabled on Dataverse tables before they can be added to the Fabric link. Tables without change tracking enabled don't appear in the available tables list or don't synchronize properly.

Add new columns to existing tables

When you add new columns to existing Dataverse tables or deploy new fields through solutions:

  • The Fabric link automatically detects schema changes in your Dataverse environment.
  • New columns are automatically synchronized to the corresponding tables in the bronze lakehouse.
  • No manual configuration is required for adding new columns to existing linked tables.

Next steps

You can now process your data through the transformation and enrichment pipelines.

Transform data to the silver layer

To make your new data available in the silver layer:

  1. Extend the pipeline in the bronze layer to the silver layer to set up the transformation pipeline.
  2. Customize or extend the silver data model to create new tables or modify the silver layer schema.
  3. Customize the transformation logic to define how your Dynamics 365 data is transformed.

Optionally, you can customize the configuration logic to add custom configuration settings for your transformations.

Enrich data to the gold layer

To make your transformed data available for reporting:

  1. Extend the pipeline in the silver layer to the gold layer to set up the enrichment pipeline.
  2. Customize or extend the gold data model to create new analytical tables or modify the gold layer schema.
  3. Customize the enrichment logic to create custom calculations and metrics.

Optionally, you can customize the segmentation logic to define custom constituent segments based on your organization's needs.

See also

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