Recently I needed to get the marketing insight replicated data from the data lake where it is replicated to, to Customer Insight. However, that turned out to not be very easy as the data had some formatting issues. However, I found that the Marketing reports that Microsoft have release for Power BI can be used as inspiration for how to query the data.
I am currently working on a rather long Proof of concept of Customer Insight for a customers. One of the things they wanted to see if it worked to get into Customer Insight was EmailClicked which is part of the Marketing Insight data that Marketing stores in an internal database. This can rather easily be replicated to an external datalake, with some configuration in the admin tab in Marketing. However, when I tried to connect to that data, using the Azure Datalake gen2 adapter in Customer Insight, it consistently said that there was no data. After some digging I found that the main reason for this was that the files in the datalake did not have the propper file-ending for the datalake connector to understand them. In short, they are csv-files, but do not have the filename xyz.csv. Simple enought problem, I thought but as I am not super comfortable working with datalake data, I tried to figure out some way of easier solving this issue. First I tried using the dataflow connector to ADLS gen 2 but that got the same problem. Just so you know.
Then it struck me, data flows use PowerQuery/M which is the same thing that is used in Power BI, AND Microsoft have release some marketing reports for Power BI that utilize the data in the datalake combined with dataverse. I hence opened one of these and tried to copy the entire data query part. It turned out to be more than 20 different components. Datasources, configuration, functions and more. When pasted into the Data Flow, it simply didn’t work and as usual, I didn’t get a very good errormessage. But my hunch was that maybe the logic is too complicated with too many internal connections for the data flow. If you know the limitations here, please leave a comment. This didn’t stop me, my next step was to remove all unnecessary stuff from it, like the dataverse queries, config and such, but still, it didn’t work. So I attempted to move it all into one single M-script with a hardcoded referece to EmailClicked. When I did that, it worked! This is the final result:
let
Source = AzureStorage.Blobs("<datalakename>"),
#"ContainerContent" = Source{[Name="<containername>"]}[Data],
#"Removed Other Columns" = Table.SelectColumns(ContainerContent,{"Content", "Name", "Date modified", "Attributes"}),
#"Filtered Rows" = Table.SelectRows(#"Removed Other Columns", each [Name] <> "model.json"),
#"Sorted Rows" = Table.Sort(#"Filtered Rows",{{"Date modified", Order.Descending}}),
#"Expanded Attributes" = Table.ExpandRecordColumn(#"Sorted Rows", "Attributes", {"Size"}, {"Size"}),
#"File Name column" = Table.DuplicateColumn(#"Expanded Attributes", "Name", "File Name"),
#"Remove csv" = Table.ReplaceValue(#"File Name column","csv/","",Replacer.ReplaceText,{"File Name"}),
#"Split Column by Delimiter" = Table.SplitColumn(#"Remove csv", "File Name", Splitter.SplitTextByEachDelimiter({"/"}, QuoteStyle.Csv, true), {"Interaction Name", "File Name"}),
#"Transform" = Table.TransformColumnTypes(#"Split Column by Delimiter",{{"Interaction Name", type text}, {"File Name", type text}, {"Size", Int64.Type}}),
#"Add Datestamp" = Table.DuplicateColumn(#"Transform", "Date modified", "Datestamp"),
#"DateStampFormat" = Table.TransformColumnTypes(#"Add Datestamp",{{"Datestamp", type date}}),
TodayFunction = DateTime.FixedLocalNow,
#"Add Today" = Table.AddColumn(#"DateStampFormat", "Today", each TodayFunction()),
#"Changed TodayType" = Table.TransformColumnTypes(#"Add Today",{{"Today", type date}}),
#"Add DaysFromToday" = Table.AddColumn(#"Changed TodayType", "DaysFromToday", each [Datestamp]-[Today]),
#"Changed DaysFromToday" = Table.TransformColumnTypes(#"Add DaysFromToday",{{"DaysFromToday", Int64.Type}}),
Result = Table.RemoveColumns(#"Changed DaysFromToday", "Today"),
result2 = Table.SelectRows(Result, each [DaysFromToday] >= -180),
FilteredByInteraction = Table.SelectRows(result2, each [Interaction Name] = "EmailClicked"),
#"AddFileContents" = Table.AddColumn(#"FilteredByInteraction", "FileContent", each
Table.PromoteHeaders(Csv.Document([Content],[Delimiter=",", Encoding=1252, QuoteStyle=QuoteStyle.Csv]), [PromoteAllScalars=true])),
#"ContentTable" = Table.SelectColumns(AddFileContents,{"FileContent"}),
#"NoDataFiles" = Table.IsEmpty(#"ContentTable"),
InteractionTable = Table.ExpandTableColumn(#"ContentTable", "FileContent", Table.ColumnNames(ContentTable{0}[FileContent])),
#"Transformed" = Table.TransformColumnTypes(InteractionTable,{{"Timestamp", type datetimezone}}, "en-US"),
#"Duplicated Column" = Table.DuplicateColumn(#"Transformed", "Timestamp", "Datestamp"),
#"Datestamp" = Table.TransformColumns(#"Duplicated Column",{{"Datestamp", DateTime.Date, type date}}),
#"RenameId" = Table.RenameColumns(#"Datestamp",{{"InternalMarketingInteractionId", "Id"}}),
#"keyedtable" = Table.AddKey(#"RenameId", {"Id"}, true)
in
#"keyedtable"
I have highlighted the datalake name, container and the table. I hope this helps if you are having a similar issue!
The long awaited Long term retention feature for dataverse is now in public preview. You can read more about it on Microsoft Docs.
This is really a good functionality that many of us working with larger customers that have a lot of data, and hence paying a lot for it, have been waiting for.
It is a bit hard to test, and as it is preview, it is not recommended to be used in production. The reason is that for larger organizations, the cost of having a lot of data in non-production is usually too high to justify it. Due to this reason, I have a ask, that if you think this is an interesting functionality, please try it out and send any feedback to Microsoft on the idea-site. I have sent quite a few, and please vote for any ideas you think are good.
The key question, is of course, what the cost for storing data in the long term storage will be. As the data is stored in an internal datalake (from what I understad), I would presume it to be closer to file-storage costs than the db-storage costs. But i guess we’ll all see soon.
Working with Data Flows (Power Platform Dataflows) is a useful method of getting a variety of types of data into Customer Insight and also other places. It is very easy to work with but troubleshoot it can be rather tricky as I havn’t gotten any good error messages. In this case, that null-values in booleans aren’t supported.
Recently I was using Data Flows to pull data from the datalake which was synchronized from dataverse with Azure Synapse Link. However, when I tried to publish the data flow, I just got generic errors. This is of course rather frustrating and if you have any good ways of troubleshooting this, please leave a comment.
However, after working with this and trying different angles, I did not that some people on some forums mentioned that there could be problems if boolean columns had null values. How is this possible? Booleans shouln’t they be either true or false? I have even seen that in official documentation. That is not the case in the real world. The most common scenario when you will get null-values in booleans in dataverse, is if you for instance have a table with 1M records, then add a boolean field. You will now have 1M records with null in the new field. It was a simple fix. Just did a simple replace of the values in Power Query/M. I also checked the actual M code to make sure that it was ok, which I think can be hard to do from just the UI.
The important thing to notice is that it says “null” without any quotation marks. This is important as we do not want to replace the string “null” but the cells with no data.
I hope this will help you out a small bit in your data flow quest!
Storing data in dataverse is very expensive. Especially the data that is stored in the actual database (db data). Hence, for many customer with larger datasets, typically with some B2C type of business, it is a good practice to overviewing the data you have in the system and figure out different ways of keeping it from costing too much money.
Below are 10 tips you should consider to keep the data in check.
Make a deletion list – and set up deletion jobs
Flatten verbose fields
Use virtual tables
Use datalake with analytics
Use datalake for archiving
Compress complex structures
Clean up non-production environments
Revise datamodel
Revise integrations
Set lifecycle for instances
1 – Make a deletion list and set up deletion jobs
The first thing you need to start doing is to go through the biggest storage contributors. You can find which these are by looking in the Power Platform Admin Center under “Resources -> Capacity”. Open the view of each of the dataverse instances by clicking on the small chart symbol next to the instance.
You can export the full list by clicking on the hamburger symbol in the right hand corner of the graph. See picture below:
You can then start by trying to break down each table from the top. Based on the picture above, ask yourself questions like;
Do we need to store and save all orders? By removing some orders, maybe cancelled orders, we can cut down on two of the three largest tables as the order rows are removed at the same time
What activities are really causing activitypointer (the common table for all activities) to become so large? It is quite common that the email table is a culprit here, as the body of the emails, is usually a quite a few bytes and with thousands or tens of thousands of emails, they do add up. Marketing integrations can also bloat the activitiy pointer. I suggest investigating this further by exporting the data to an Azure Datalake and analyzing it with PowerBI. It is also quite common that not all emails need to be saved, for instance if you have email enabled queues like support@contoso.com it is quite common that you get some spam into this. Maybe searching for “unsubscribe” in email body to see if there might be some newsletter looking spam which enable you to remove them.
Are there any patterns of contacts and/or leads that can be removed? Working with B2C you might find that there are quite a lot of contacts and leads with incorrect data or similar. Ask yourself what value a lead with no phone number and no email has… removing contact data will also remove customeraddress as there will be at least two customer address records for each contact automatically created. The same goes for leads but in that case it is the leadaddress where extra data is being created.
The point with the list is trying to identify possible patterns of data that can be deleted. I typically have one row per rule like so:
Table
Method
Rule
Contact
Bulk Delete
status code = inactive AND modifiedon older than 6m
Email
Bulk Delete
body contains “unsubscribe” AND modifiedon older than 1m
Email
Flatten w Power Automate
Outgoing AND subject = “Covid information”
2 – Flatten verbose fields
Sometime it can be a good idea to just clean out or some “body” data. For example if you have sent emails to a lot of customers with the same Covid related information, the actual content of that email is the same for all and is known by everyone. Hence the body can be removed which can typically be done with a Power Automate Flow or SSIS/Kingswaysoft depending on the size of the data.
3 – Use virtual tables
Not all data needs to be stored in the expensive dataverse database. The recommendation from Microsoft is typically that data which you interact with should be in dataverse and the rest can be somewhere else. As it is now possible to use SQL as a source for virtual tables, as well as Cosmos DB and many other sources, moving data out of dataverse and accessing it through virtual tables can be a viable option.
Virtual tables is also something that should be considered when designing integrations. It is not always critical that all data actually reside in dataverse. Sometime just being able to access the data through dataverse is good enough. Especially if the data source is fast, it isn’t that much data, the data only needs to be accessed seldomly, It is also easier to use virtual tables if the data is read-only and used for reference.
4 – Use datalake for analytics
Dataverse isn’t really a good source for analytics. All endpoints (even the T-SQL) go through the application layer to the database. This makes large data crunching less than optimal in dataverse. This is also why Microsoft have developed methods for replicating the dataverse data to external stores. The just discontinued Data Export Service (DES) which synchronized data to an Azure SQL and the new Azure Synapse Link which synchronizes data to a datalake, are clear examples of this.
Hence, a good architecture for analytics of dataverse data is doing the analytics outside dataverse and the current best place for this is in a datalake with Azure Synapse Analytics.
This also has a direct implication on the data stored in Dataverse, the data you have in dataverse that is only needed for analytics, might not actually be needed in dataverse anymore. This can be anything from old orders, and of course all old communication like emails and phone calls. Datalakes are also way more efficient for doing large scale AI/ML analytics, which many organizations are looking for.
5 – Use datalake for archiving
If you havn’t already thought about it, a datalake can hence be used as an archive for data that you might need but isn’t actually something that you will use every day. Often a lot of data is stored for compliance reasons. When setting up archiving, it is important to make sure that what ever method you use, you probably want to keep the data in the archive after it has been deleted in dataverse, hence you might need to move the data from the initial storage container to the actual archive making sure to not actually move any deletes.
Microsoft have announced that they will be putting their own hot/cold-storage solution for dataverse into public preview this spring. This sounds a lot like some archiving functionality and I am certainly looking forward to seeing what it will be, how it will work and the licensing for it.
6 – Compress complex structures
For some businesses it is often needed to have quite a complex datastructure to handle the operations of what is done. It can be complex order structures with allocations of order rows to specific users or product configurations with billing, logistics and provisioning settings. Once an order has bee fullfilled in all aspects, it might not be required to store and keep all that complexity. It might just be required to keep the order header and the most critical information about what the order rows were about. Perhaps even flattened into a JSON or text field for future reference. If it is possible to move from a order header + 10 records in related tables to just a order header with a summarized text, for thousands of orders, than can save quite a lot of space.
7 – Clean up non-production environments
Data isn’t only stored in the production instances of dataverse. Many times production instances are copied and turned into test or staging instances. Integrations may be running towards development and test instances generating substantial amounts of data. Have a look at your non-production instances and check which data you actually need in them.
8 – Revise datamodel
Sometimes datamodels can become unnecessarily complex. This is most common when someone with little experience of dataverse and model driven applications design solutions. Other typical problems I have seen are repurposing of tables like leads, accounts, sales order to other simpler purposes. The problem from a dataverse storage perspective becomes that the additional storage overhead in these cases, especially in cases with businesses that have a lot of customers, can be rather drastic. Redesigning the datamodel to be more sleek can make it both more user friendly and use less storage.
9 – Revise integrations
Integrating data to dataverse can be a large culprit for data. For instance, many marketing applications generate quite a lot of data regarding the behaviors of customers. This data can then be integrated to dataverse to be used there. As behavioural data can be very granular, to the level of “Customer x has be send email y”, “customer x has read email y”, “customer x has clicked link z in email y” this data can take up substantial amounts of storage if integrated to dataverse. What options exist for this are different for different marketing applications. For ex Adobe Marketing can shut off this integration and can instead synchronize behavioral data to an Azure datalake where it can be unified with other dataverse data.
ERP integrations are also a common area of problem. ERP systems often have a very deep granualar level of data which might not be needed in dataverse/Dynamics 365 CE. Sometime just enabling deeplinking directly to the ERP system can be a better method, combined with virtual tables. However, this is not always the case and sometimes the best solution is just synchornization of the data.
However, do recognize that there should be a reason for having the data in dataverse. It should genrally be actively used.
10 – Set lifecycle for instances
Having dataverse instances with a bit unclear usage and not knowing what they are for and if they can be removed is, of course, a source of quite a lot of data consumption. By clearly assigning owners, reasons etc for all instances it makes answering the question “Do we really need ‘Internal test applications sprint 7′” or is it just an old remnant from a two year old development. This is part of the Center of Excellence starter kit and the processes that are important to set up in relation to this.
I hope any of these 10 tips have been useful. If you think so, the best way to thank me is to tweet or share your thoughts on this in social media. Also feel free to leave a comment below.
Perhaps you have some other thing that you think should be done or that I missed something. If so, please share in the comments below.
With Release Wave 2 2022, the old advanced find will be removed and the new advanced find experience will be its replacement. However, there are many old goats, like me out there that still want to use the old advanced find. I think one of the main advantages of the old advanced find is that it is not bound to the tables/entities of the specific app which makes it easy to have a look at things that are a bit more hidden from normal view. The new experience will require you to, in essence, create an admin app with all the required tables. Another option is of course to use Jonas Rapp’s Fetch XML Builder to find what ever you need, but that has another level of geek to it that might not fit all superusers out there. (Although I think they really would like it if they learnt how).
So, with the following URL you can still access the old advanced find and you can hence just bookmark it and have it easily available. How long this will be the case, I cannot say. But probably a year or so. And do send your feedback to Microsoft of the new experience so that they can make it as good as it should be.
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