Import data by using the Ecolab connector (preview)

Admin-led trial sign-up

Important

Some or all of this functionality is available as part of a preview release. The content and the functionality are subject to change. Preview features aren't intended for production use and might have restricted functionality. These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.

Important

This feature is currently available only in US data centers.

Microsoft partnered with Ecolab to integrate Microsoft Dynamics 365 Sustainability and ECOLAB3D. This integration enables water sustainability experiences for their shared customers. By using the Ecolab connector, you can keep your facilities in sync across both platforms.

To begin the integration, complete the following steps:

  1. Export a list of facilities from Dynamics 365 Sustainability
  2. Send your exported list to Ecolab
  3. Configure facility goals
  4. Configure the data import

Step 1: Export a list of facilities from Dynamics 365 Sustainability

In this step, you export a list of your facilities from Dynamics 365 Sustainability. Later, you send the list to Ecolab to establish synchronization of common facilities between ECOLAB3D and Dynamics 365 Sustainability for each tenant.

The exported list is in CSV format and includes the following data:

  • Unique identifier
  • Facility name
  • Address
  • Latitude and longitude

  1. In the Power Apps portal, select Tables in the left navigation.

  2. On the Tables page, select the All tab.

  3. Search for and select the Facility table (msdyn_facility).

  4. Select Export, and then select Export data.

    Screenshot showing data export for the Facility table.

When the export finishes, select Download exported data on the Export data page. Continue with the next step.

Step 2: Send your exported list to Ecolab

In this step, you send your list to Ecolab to set up the exported data in ECOLAB3D.

Contact your Ecolab or Nalco Water representative, or reach out to ecolabcds@service-now.com. They provide instructions on how to send your exported list.

Step 3: Configure facility goals

After you synchronize your facilities data with ECOLAB3D, configure goals in Dynamics 365 Sustainability. This step determines the data that synchronizes between Dynamics 365 Sustainability and ECOLAB3D.

In this step, you create a parent goal. Then you create a facility goal for each facility.

Prerequisites

Before proceeding with this step, complete the following requirements:

  • Receive your ECOLAB3D credentials and configuration details.
  • Send Ecolab a list of facilities to be mapped and receive confirmation.
  • Create a scorecard to track your facility water reduction goals.

Add a parent goal

Add a parent goal to use for the facility goals and the data connection you create later on. For more information about adding goals, see Create goals.

  1. In the left navigation of Dynamics 365 Sustainability, select the Analytics area, and then select Scorecards.

  2. Select the Goals tab.

  3. Select Add goal to create the parent goal.

  4. In the Add a goal pane, enter the parent goal details. Be sure to leave Facility blank. Select Save when you're done.

    Field Description
    Goal name Enter a unique name to identify the parent goal.
    Owner Select an owner for this parent goal.
    Scorecard Select the scorecard you created for your Ecolab data.
    Start date Select the start date.
    End date Select the end date.
    Unit of measure In the dropdown under Volume, select a volume unit supported by ECOLAB3D: US gallon, Cubic metres, or Litres.
    Starting value Enter the value of this goal when it's at 0% of its target.
    Target value Enter the target value.

Add facility goals

The Ecolab connector ingests data for facility goals only under the parent goal you created. You need to follow these steps for each facility that needs a goal. For more information about adding goals, see Create goals.

  1. In the left navigation of Dynamics 365 Sustainability, select the Analytics area, and then select Scorecards.

  2. Select the Goals tab.

  3. Select Add goal to create the parent goal.

  4. In the Add a goal pane, enter the parent goal details. Be sure to leave Facility blank. Select Save when you're done.

    Field Description
    Goal name Enter a unique name to identify the facility goal.
    Owner Select an owner for this parent goal.
    Scorecard Select the same scorecard you used for the parent goal.
    Parent goal The parent goal you created.
    Facility Ensure that only a single facility goal exists for each facility.
    Start date Select the start date.
    End date Select the end date.
    Unit of measure Enter the same unit you entered for the parent goal.
    Starting value Enter the value of this goal when it's at 0% of its target.
    Target value Enter the target value.

Step 4: Configure the data import

  1. In the left navigation of Dynamics 365 Sustainability, switch to the Data area, and then select Data imports.

  2. On Data imports, select New.

  3. Select PARTNER SOLUTIONS.

  4. On Choose a data source, select Ecolab Data Connector, and then select Next.

  5. On Create connection, in the Select credential dropdown, select Add credential.

  6. On Add credentials, enter the ECOLAB3D configuration details to configure the connection. Make sure these credentials match the sign-in information you use to access this account with your provider.

    Field Description
    Credentials nickname Enter a nickname for your credentials.
    Client ID Enter your client ID.
    Client secret Enter your client secret.
    Scope Enter a scope.
    Unit of volume Enter the same unit you entered for the parent goal.
    Parent goal Enter the parent goal you created earlier.

    Select Next.

  7. On Schedule data import, set Import data automatically to On, and then select Next.

  8. On Review and name, enter a name and description for the data connection.

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