Microsoft Dynamics 365 Finance and Operations ( F&O)

Prerequisites

• Azure subscription with permission to create Storage Accounts (Contributor or Storage Account Contributor).

• Power Platform / Dataverse environment with table-level access and permissions to configure Synapse Link.

• An account with rights to generate SAS tokens for the storage account (Storage Blob Data Contributor or owner).

• Basic familiarity with Azure Portal and Power Apps (Power Platform).

• Recommended: Use HTTPS-only, keep secrets private, and follow your org’s security policies.

Step 1 — Create an Azure Storage Account (ADLS Gen2-capable)

Goal: Provision a storage account to receive exported data.

1. Sign in to the Azure portal.

2. From the left menu or the search box, open Storage accounts → click Create.

1. On the Basics tab, fill in the required fields:

• Subscription, Resource group (create or select), Storage account name, Region, Performance tier, Replication, Access tier.

• Choose a name that's easy to identify (e.g., rg-prod-datalake).

1. On the Advanced tab, enable Hierarchical Namespace (this activates ADLS Gen2 features).

1. (Optional) On Networking, choose connectivity and routing settings appropriate to your security posture (Public access with selected networks, Private endpoints, etc.). You can change this later.

1. Keep the default settings on Data protection, Encryption, and Tags unless your organization requires different settings.

1. Click Review + create. Azure will validate the configuration.

1. If validation passes, click Create and wait for deployment to complete.

2. Verify: on completion, you should see a Deployment succeeded message and the new storage account listed under Storage accounts.

Step 2 — Create the Azure Synapse Link from Power Apps / Power Platform

Goal: Configure an Azure Synapse Link to export Dataverse / Dynamics tables into the ADLS container.

1. Open Power Platform → Power Apps (https://make.powerapps.com)

1. In Power Apps, left navigation, click Dataverse → Tables (or Data → Tables) to view tables.

   
2. Select any table and click Publish to ensure the table schema changes are published before exporting.

1. In the table list, open the More / Advanced menu and choose Azure Synapse Link (or navigate to the Synapse Link area).

   
2. Click New Link.

3. Fill the Link details:

• Link name, Description.

• Storage account / Container — select the target ADLS Gen2 container (or specify container name).

• Provide the SAS connection string or credentials when prompted.

1. Add tables

• In Add tables, select the tables you want to export.

• Expand Advanced and toggle Show advanced configuration settings.

• Enable the Incremental Update Folder toggle.

• Set Time interval (poll frequency) for reading incremental data — choose based on expected data change frequency and cost considerations.

• Click Next → review settings → Save to create the Synapse Link.

  

Step 3 — Locate the ADLS container and confirm exported metadata

Goal: Find the container where Synapse Link writes files and confirm the export metadata file.

1. In the Azure portal, open the storage account you created.

2. In the left menu of the storage account, select Containers.

   

Make a note of the container name. You will need it to configure

Step 4 — Generate a SAS connection string (Shared Access Signature)

1. In the Storage Account left menu, go to Security + networking → Shared access signature.

2. Configure the SAS options:

• Allowed services: select Blob.

• Allowed resource types: select Container and Object.

• Allowed permissions: at minimum Read and List (for reading model.json) and Write/Create/Add if you need to export to write files. For Synapse Link, you will typically need Write (and sometimes List).

• Allowed protocols: choose HTTPS only.

• Start / Expiry: set a suitable start and expiry date. Shorter is safer to renew when needed.

1. Click Generate SAS and connection string.

1. Copy and securely store the Connection string (or the SAS token)

2. Verify: Use the connection string to list containers or check access

Step 5 — Verify exported files (CSV) in the container

Goal: Confirm that Synapse Link has exported data files (CSV or parquet) and the tables are syncing.

1. In the Azure Portal, open the storage account → Containers → open the target container

1. Browse the container folders — exported tables are usually under folders for each table and date/time partitions.

   
2. Look for table files — commonly CSV or Parquet; the view should show multiple files (initial snapshot and incremental files).

3. Open a file or download a sample to confirm data is present.

Step 7— DBSync connection settings

To connect the FnO on ADLS Gen2 using Synapse Link, enter the following details from the above steps

1. Storage Account Name

2. SAS Token

3. Parent Directory Name

Click on test connection to test if the connection is established, and then save the settings