The structure is very simple here. Get file, add one data column and then import to dynamics.
The flat file I am getting is a simple .csv file and you see the following columns.
Next step is a bit odd, but that’s how lookups work in SSIS. I have to create a new column that is called “account”, because i have to define the lookup type. This Derived Column does nothing else.
In the end we connect to Dynamics via the KingswaySoft connector.
I have chosen to use alternate keys. If you wonder what this is, look at my previous post about alternate keys and DataFlow.
Then I click on columns to map the fields
For the lookup we connect to ParentCustomer. Once you have mapped the field, i can choose to what field to match on the Account. I open the “…” and here I choose the primary key for account as matching. You could use whatever you want, but I have created alternate key for account on AccoundNumber.
I ran this test during the night time at the same time as DataFlow. SSIS used 1 hour and 22 minutes for the exact same file, and that is fine by me. There are so many different variables in online load times, that 20 minutes doesn’t really prove anything.
What about the API?
I wrote a post about DataFlow and API. Mostly because I was curious about the analytics within CDS. I don’t understand the numbers i see, so I have written to Support about the numbers. What I heard back was because of the batch of records being entered, this should be about right…
If this is correct, SSIS is a lot more efficient in the API calls to Dynamics, but took more time in this one single test i performed.
SSIS = 3,501 API Calls DataFlow = 13,544 API Calls
2 tables stand out, and they are both tables that I can’t do anything about. RibbonClientMetadataBase WebResourceBase
I can’t control the content of these tables, but they are above 3GB! I personally don’t feel it is reasonable that these tables are included in the storage count. If you feel the same way, please help vote this up:)
I have been posting a lot from the Data Flow in Power Platform, because I needed to use it internally. So far this tool is extremely interesting, but I am not sure it is 100% clear to me how it all works.
This is why i decided to import 94.000 contacts to 1 account, to see how fast/slow it was. I also wanted to monitor how much this affects the API or any other stuff in the CDS/Dynamcis base. This post is mostly for my own curiosity.
The run itself didn’t show much of timestamps, so i opened an advanced find
So it used 1 hour for 94883 records. Not really sure how we can measure this anymore, because of speed caps hitting a little randomly. I would say this is decent speed when importing. 94883 contacts / 60 minutes / 60 seconds = 26,35 contacts pr second
The storage grew a fair bit…. 2.72GB -> 3.44GB = 720 MB = 0,007 MB pr contact
This is the old Address entity.. Anyone even use this anymore???
How about API calls?
The first time i ran this, it was only create. Then i did a second round, and all I got was 13,544 API calls. I am not sure I trust the Analytics yet!
After running the import 2 times, i never got any indication about API usage. There must be something wrong with the statistics here? I did almost 100k upserts, and there is nothing to prove that I have accept for the Creates under performing operations. This alone would make this an unbelievable integration platform for CDS because of the API’s we are saving. I understand that this is probably not the case, and there must be something wrong with the reporting.
That being said. No one has been able to tell me if this cost any money. If this is considered a part of Dynamics/PowerPlatform license i am impressed. A truly hidden GEM.
I still don’t know if this is local to my tennant, but I have tried in 2 different orgs, and I always get an error with Customer field for Contact. This post is almost identical to the Set Parent Lookup, but there are some differences in the end.
I have one Excel file with 6 contacts. They are linked to the account with number 311. The unique identifier I have on contact is email.
I setup a key for email on contact, so that the system will understand what to write to.
On the Account I have 2 fields for number matching, because I have different systems that integrate, but it doesn’t matter in this case. PO Account Number is what we are going to use, and I will try to explain why (based on my findings).
PS: Both Account Number and PO Account Number are Alternate Keys on Account!!
Setup Data Flow
Go to https://make.powerapps.com and start a new Data Flow project. In this case I am choosing the Excel file for simplicity. I have uploaded the Excel file to One Drive, so that it is available at all times online.
In the Excel file I had to make sure that the first row was headers before i continue
During the mapping I will see both the Alternate Keys I have for account. Normally you probably only have 1 Alternate Key for Account, but my setup requires 2 because of 2 different systems integrating against 2 different numbers. For blog i am using value 311, so it doesn’t really matter here.
When done mapping Account Number (again it doesn’t matter if I choose one of the other) continue to the next step. I choose a manual refresh, and it get stuck here.
You will also see an error in the data flow projects.
Open data integrations, and open the one that failed.
From here you can open the mapping table
This is where you most likely will see a missing mapping. For some reason it cancels out my mapping. I have tried this in 2 environments and same issues. Every time i choose the Customer Lookup i have this problem.
Click on the destination field, and navigate WAY to the bottom.
This is where I believe the bug is located. Data Flows happens to be sensitive to what Alternate Key was created last. This key is the last thing that I published on Account, and therefore it is in the list. If you only have 1 alternate key, this will show.
Again, it doesn’t matter in this demo because i have 311 in both KEY fields.
The Work Around
After you save the changes, open Data integration. Here you will setup a schedule to run from the admin.powerplatform.microsoft.com.
Click save schedule and wait for it to run. PS!! Remember to stop the schedule when done!
For the Final result you will see 6 contacts connected to the Account
Next up is how long does it take to import 94000 contacts to CDS via Data Flow!
This blog post is step 3 of the Data Flow setup in combination with On Premise Gateway. In the last post in imported all of our ERP accounts to the CDS database. Now I wanted to import all active projects, and connect them to the the Accounts in CDS. There are a few odd things you have to do in the setup to make this work, but I will try to outline this without being to detailed..
First off we need to get familiar with the Alternative Keys in Dynamcis. In Account I created alternative key for AccountNumber. I need to do the same for Project.
The field is also represented on the form. I choose to keep these as “Single Line Of Text”. Just keep it simple, because this doesn’t need to be advanced.
This is important so the import is able to match every time runs. Remember that the Data Flow is doing UPSERTS. It will create a new record if it can’t find the project number. Imports CAN’T connect to GUID’s because my ERP system does not have the CRM GUID.
The most important thing you do here, is make sure you have the correct environment!! 😉
If you don’t understand this setup, look at my first blog about the DataGateway
The important pieces of information here are: * Project Number * Project Name *Account Number
This is all i need to create a project in CRM and connect it to the Account
Connecting to Lookup
This is where you need to pay close attention. First you choose the project (or other entity) from a list of existing entities. The Alternate Key will display if you have done this correctly. If nothing is there you have to go back and start again with alternate keys
There are 2 lookups on project. Account and Contact. Account has 2 alternate keys, and Contact has 1 alternate key.
This is why you will see 3 fields in the beginning of the mapping 1. ncg_Account.AccountNumber – Account looup identifier 2. ncg_Account.ncg_POAccountNumber – Accound lookup identifier 3. ncg_CustomerContact.EMailAddress1 – Contact lookup identifier
I am using the AccountNumber for a different purpose, so let’s just forget this one for now. I am using the Account Number from ERP to the ERP field on the Account entity to create a match.
After you have set a schedule, you should see the results in CRM:) In a later post I will tell you why I am connecting the project records to dynamics. A quick hint, Forms PRO and NPS!
In Norway we have a saying “everything was better before”. It’s commonly used to describe what old people feel when things are just moving to fast, and they don’t see the purpose of the change.
The new timeline for Unified Interface has been like this for me, BUT recently things are starting to get better:)
2 tasks and 2 phone calls created. Et was easy to see what type of records these were on the left side with the icon. It was also easy to see that they were not yet completed on the right side, AND that they were white.
When completing one of each I saw clearly that it was completed both with color, and the fact that the complete button was gone.
Another great feature about this was the possability to navigate (hyperlink) to the item by clicking on the phone call or task icon. Worked like a charm.
At last you had a nice feature for quick create that was really nice. The only problem though is that this was never a form we could edit, so in the big picture of things I understand why this was not continued.
So the new timeline has been through a few changes, and this is the lates on wave 2 at the time of writing. They have allready made some small improvements that make it better, but lets break it down.
I have the same 2 tasks and phone call. On the left side I now see orange with my name. I don’t know why my name is there. Would make more sense to have the ICON of the activity type. My name should be sown in FULL as is. In a large company you have no idea who TS is.
On the right side it looks like the task is done.. Well, it isn’t.
When you hover over a task you see the color difference, and this is the first time you actually see the button for complete and open. The “check” mark is complete task, but the odd one here is the open record next to the trash can. Why is it so hard to open a record suddenly? This is absolutely not intuitive, but I guess they just need feeback on this.
The picture below look like the one above, right? Well, in this picture I have actually completed the to phone calls. Can you tell? Nope.. A little odd to leave out the color coding for the visuals. This should be something they could fix in a small release soon i guess.
I love the new UI because of more activities shown in less space, but they still need to understand how people use the timeline. If you really want to make sense of the timeline you need to clearly see what is todo, overdue and complete. Otherwise it doesn’t make any sense really.
Will they ever give us the option to stop the email warnings? (i mean completely gone)