Unlocking Customer Insights: Unleashing the Potential of Microsoft Fabric Shortcuts, Mirroring, and Crafting 360-Degree Customer Views
Siba Prasad Kar, AFRM
AI Architect | Digital Transformation Banking | Fintech Accelerator
Organizations today face the challenge of consolidating data from various sources, such as ERP and CRM systems, for personalized campaigns and branding. While numerous platforms assist in this endeavour, the integration of diverse data sources remains a significant hurdle. Connectivity options, ranging from Data-feeds to REST APIs, often necessitate extensive customization, leading to complexities in understanding, maintenance, and development. In this context, Fabric emerges as a solution, introducing capabilities like shortcuts and mirroring to streamline data integration.
Fabric Shortcuts:
Data Accessibility without Migration:
·??????? Shortcuts allow organizations to access data directly from its original storage location without physically migrating it to Fabric.
·??????? This method creates pointers in OneLake, Fabric's data repository, linking back to the source data.
Efficient Integration with Dynamics 365:
·??????? Fabric seamlessly integrates with Dynamics 365, offering shortcuts through Dataverse for accelerated data access.
·??????? Unlike previous options such as Azure Synapse Link, Fabric provides a direct shortcut, enhancing integration efficiency.
Performance Considerations:
·??????? Shortcuts offer real-time access to source databases, potentially impacting core application performance.
·??????? Strategic implementation, such as incremental loading and change detection, helps minimize the impact on the source system.
Fabric Mirroring:
Comprehensive Data Replication:
·??????? Mirroring adopts a change-data-capture (CDC) principle, copying every record from the source to OneLake.
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·??????? While currently limited to specific data sources, the expectation is that Fabric will support additional sources in the future.
Challenges with Dynamics F&O:
·??????? Dynamics F&O currently lacks a shortcut option within Fabric, but mirroring can be employed by directly accessing the database.
·??????? Future updates may introduce shortcuts for Dynamics F&O, aligning with the trajectory seen in Dynamics 365.
Consideration for Optimal Approach:
·??????? The choice between shortcuts and mirroring depends on factors like query frequency and the impact on source system performance.
·??????? Organizations may leverage shortcuts for initial data landing, followed by transformation and standardization using a medallion architecture.
Future Opportunities:
·??????? While Microsoft-centric services are currently prioritized, Microsoft's vision includes integrating non-Microsoft services into Fabric.
·??????? Plans for shortcuts to Amazon S3 and mirroring for databases like SQL Server, Cosmos DB, and Snowflake suggest broader connectivity opportunities.
?Facilitating 360-Degree Customer Views:
·??????? Fabric's evolving capabilities open avenues for creating comprehensive 360-degree customer views.
·??????? Integrating various cloud services and databases through shortcuts and mirroring enhances the efficiency of data-driven personalized campaigns.
?Fabric's introduction of shortcuts and mirroring addresses the complexities associated with connecting CRM and ERP systems to analytics platforms. While the focus has been on Microsoft-to-Microsoft connectivity, the broader vision includes extending these capabilities to non-Microsoft services. The future holds promising opportunities for organizations seeking seamless integration for a holistic understanding of customer data.