Bring Your Own Database (BYOD) in D365FO

BYOD (Bring Your Own Database) is a feature that helps us export data from D365FO (in full or incremental mode) to external database hosted in the cloud or on-premises. Data transfer is done with the help of data entities and a copy of the staging table is created in the target database. You can use existing entities or create your own entities to structure the data the way you want for your external database.

In this post, I will walk you through the steps involved in setting up and configure BYOD in D365FO.

Step-1: Login in D365FO and  Go to Modules > System Administration > Data Management

           Click  on  > Configure Entity Export to database

Step-2: Click on New button to create a new BYOD data source

Step-3: Enter Source name, Description, Azure SQL / SQL connection string and click on validate.

Connection string should be in the format:

Data Source=xxxxxxxx.database.windows.net,1433; Initial Catalog=xxxxxxxx; Integrated Security=False; User ID=xxxxxxxx; Password=xxxxxxxx;

Once, you click on validate it will show infolog.

Step-4: Click on Publish.

 It will take you to a workspace titled "Target entities", where you can scroll through all entities or search for specific ones.

Step-5: Select the entities you want to export and click "Publish" again. A Job Will schedule and Message will appear once job complete and a table will be created to targeted DB. See Fig 1.1

Note: There is the option to set CHANGE TRACKING for each entity. If you do decide to set this feature, you will be able to export incrementally. If you do not set this, then you can only do a full export. This feature must be set here and for each entity

Fig 1.1: 

Step-6: Now Go back to Systems Administrations > Workspace > Data management 

 and Click on > Export Data 

Step-7: Enter Group name, Description. Click on add entity and fill the required fields like Entity name and select Target data format to your Data source, Default refresh type should be incremental then click on Add.

Note that you also have the option to choose a Default refresh type ("Incremental" or "Full push only")."Incremental" refresh type should only be chosen if we turned on Change Tracking in step 5. Otherwise, select "Full push only".

You are ready to export :) You can also add multiple entities for exporting data.

Step-8: Click on export now. 

You can also export the data in batch for better performance. After completion of data export, you can verify your targeted data source Like below screenshot.

Done!