Data integration capabilities for admins

Important

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Note

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The Data Integrator for the Common Data Service for Apps includes many improvements for admins.

Admin dashboard for monitoring

The admin dashboard provides a one-stop, real-time view of project runs and status, with drill-down for execution details. The dashboard shows the total count of runs by state and by execution state over time.

The color-coding shows the status of each project: green for completed projects, yellow for completed projects with warnings, and red for failures. By default, the view shows executions for the previous two weeks. Customize a report by accessing the Report timeframe menu.

Admin dashboard for monitoring

Admin dashboard for monitoring

The bar chart provides a quick lookup of the project execution date, the status, and the count of records that were updated. You can customize the view by right-clicking the bar chart and show the data in a split view. To change the subset of records, use the visual filters.

Admin dashboard in split view

Admin dashboard in split view

Another way to determine the cause of a failed project execution is to drill down to the specific record that failed to synchronize.

Admin dashboard showing record drill-down

Admin dashboard showing record drill-down

Data Integrator Scheduler

Use the Data Integrator Scheduler to refresh data on a regular schedule. Run projects manually or set up a recurrence that refreshes your project on an hourly, daily, weekly, or monthly schedule. You can refresh as often as every minute. You can also add start and end dates and times.

Data Integrator Scheduler configuration screen

Data Integrator Scheduler configuration screen

Email notifications

If you’re on the move, you can continue to monitor the health of your projects with email notifications. When you select the Notifications check box on the Scheduling tab, you’re automatically alerted when jobs are completed or when they fail due to errors.

Data Integrator email notification configuration screen

Data Integrator email notification configuration screen

Power Query support for Data Integrator

The Data Integrator uses the familiar Power Query user interface to mash up source data before loading it into the Common Data Service. Use Power Query to filter, transform, and target data from a variety of external resources—without writing a single line of code.

Filtering with Power Query

Filtering with Power Query

Transforming data with Power Query

Transforming data with Power Query

Conditional data transformation with Power Query

Conditional data transformation with Power Query

Get data from external sources

Get data from external sources