Integrations

Content

Introduction

To deliver a comprehensive analysis of your system architecture, KPI needs to establish connection to the key systems including:

1. Azure DevOps: Source code control

2. Dataverse (Power Platform): All Dynamics 365 CE components

3. Azure: Components like Azure Functions, Azure Service Bus, or Azure Logic App

Azure DevOps

From the 'Manage' in the left-hand menu bar, users can adjust the settings for establishing connections with Azure DevOps.

• URL: The link used to establish a READ-ONLY connection to Azure DevOps

• Credential Type: Username/Password, Enterprise Registration or PAT

• Project: The selected project
  

  

• Repository: The selected repository

• Last Updated On: The date and time when the source was last refreshed.

Configuration and Authorization with Enterprise App

Step 1: Enter the URL to your Azure DevOps environment

Step 2: Click ‘Authorize’ to get excess to the Azure DevOps environment

Step 3: Click ‘Load Projects’ to integrate it into the selected environment

Step 4: Test the connection to check if everything works

Step 5: Save the established connection cache

Step 6: Click on ‘Update Sources’ to update the code, it to the cache

Configuration and Authorization with Username and Password

Configuration and Authorization with PAT

Update source

This checks the repository of Azure DevOps Project and transfers all existing code into the cache.

See more: Integrations | Automated scheduled Cache and Source Updates

Dataverse

Provide the URL to your D365 Organization.

Configuration and Authorization with Username and Password

Grant access to your Dataverse Environment with your username and password.

Step 1: Enter the URL to your Dataverse environment.

Step 2: Enter the username.

Step 3: Enter the password.

Step 4: Test the connection.

Step 5: If successful, save the connection.

Step 6: Update the cache.

Configuration and Authorization with Enterprise App (Preferred way)

Uses the Enterprise App to grant access through an Application User to your Dataverse Environment.

Step 1: Enter the URL to the Dataverse environment

Step 2: Click ‘Authorize’ to get excess to the Dataverse environment

Step 3: Test the connection to check if everything works

Step 4: Save the established connection cache

Step 5: Click on ‘Update Sources’ to analyze the Dataverse components and update it to the cache.

Configuration and Authorization with Custom App ID

Uses a Client ID and Secret to grant access to your Dataverse Environment.

Step 1: Enter the URL to your Dataverse environment .

Step 2: Enter the ClientID.

Step 3: Enter the password.

Step 4: Test the connection.

Step 5: If successful, save the connection.

Step 6: Update the cache.

Update Cache

The cache update analyzes and loads all Dataverse components from both your code and Dataverse environment into the cache, enabling various features from Best-practice Check to Process and Logic Visualization.

See more: Integrations | Automated scheduled Cache and Source Updates

Azure

Use the created Enterprise App in your Azure tenant to grant access to your subscriptions and resource groups.

Configuration and Authorization with Subscription and ResourceGroupe

Step 1: Select Subscription : https://visualstudio.microsoft.com/subscriptions/

Step 2: Select ResourceGroup, this ResourceGroup will be analyzed:

Step 3: Test the connection.

Step 4: Save the changes that were made to the Subscription and Resource Group.

Step 5: Start the ‘Update cache’ to save the components to the cache and analyze it.

Update Cache

The cache update analyzes and loads all Azure components from both your code and Dataverse environment into the cache, enabling various features from Best-practice Check to Process and Logic Visualization.

See more: Integrations | Automated scheduled Cache and Source Updates

Enterprise Application

Automated scheduled Cache and Source Updates

To ensure the KPI environment updated with the latest code and components, there's a feature to schedule automated cache/source updates.