Capabilities

Safyr for Microsoft Dynamics

You can use Safyr to work with the metadata in your Microsoft Dynamics 365 CE, Microsoft Dynamics AX, and Microsoft Dynamics CRM applications.

Safyr connects and harvests the metadata, including your customizations, from these systems ensuring that you are working with up to date and relevant information. This process makes it immediately ready for your data engineers and data scientists to explore, analyze, curate and exploit. They do not need to possess deep technical knowledge of these packages or have access to other application tools.

Without a specialist tool for metadata discovery, doing this presents a significant challenge which can threaten trust in data, delay delivery of project benefits and cause cost overruns and loss of control.

Critical information such as business names and descriptions for tables, attributes and other objects, as well as the relationships and internal lineage between tables and attributes is not easily available.

Safyr schematic

MS  Dynamics 365

Connectivity

Metadata from the application data dictionary tables is extracted from the application database using a plugin to XrmToolBox.

Metadata harvested

Business (logical) and Technical (physical) names for tables, attributes, domains, views and data elements, as well as and other objects. This includes customisations.

MS Dynamics AX 2012

Connectivity

Safyr uses the Microsoft Dynamics AX Metadata Service API to connect and harvest metadata from the source application.

Metadata harvested

Business (logical) and Technical (physical) names for tables, attributes, domains, views and data elements, as well as and other objects. This includes customisations.
Safyr schematic

MS Dynamics CRM

Connectivity

Safyr accesses the application metadata using Microsoft ADO (ActiveX Data Objects) and harvests it into a Safyr Repository.

Metadata harvested

Business (logical) and Technical (physical) names for tables, attributes, domains, views and data elements, as well as and other objects. This includes customisations.

MS Dynamics Data Models

Safyr® is more than about providing a quick way to get at relevant Microsoft Dynamics data models, but Microsoft Dynamics data models are often a by-product of using Safyr.

Be it BI for Salesforce, Master Data Management for Microsoft Dynamics or Data Governance for Microsoft Dynamics, an accurate and relevant Microsoft Dynamics data model will often be an important step in understanding the Microsoft Dynamics data.

In order to illustrate what the product can do, we offer an extensive set of pre-built entity-relationship models. Below are examples Microsoft Dynamics data model showing the kind of thing that is available.

MS Dynamics 365 data model
Example of MS Dynamics 365 data model
MS Dynamics AX 2012 data model
Example of MS Dynamics AX 2012 data model
MS Dynamics CRM data model
Example of MS Dynamics CRM data model

Request a data model

Please complete the form below to request a MS Dynamics data model. We will send the model to the email you supply.
We normally limit free data models to a maximum of 3 per customer. There is no obligation to buy Safyr® – the models are free.
If you don’t see a data model that you need, feel free to contact us and we will do our best to help.
MS Dynamics Data Models

MS Dynamics 365

Area for data model
Key Tables
Lead Tables
Organization Tables
Process Tables
Sales Tables

MS Dynamics AX 2012

Area for data model
Accounts Payable
Accounts Receivable
Budgeting
Cash and Bank  Management
Compliance and  Internal Controls
Fixed Assets
General Ledger
Human Resources
Inventory and  Warehouse Management
Manufacturing
Procurement and  Sourcing
Production Control
Project Management  and Accounting
Public Sector
Retail
Sales and Marketing
Service Management
Tax
Travel and Expense

Discover how Safyr works with your other applications

The process of transforming raw metadata from your ERP applications into information which can be used with other data platforms and tools is made up of four main tasks. These include accessing and harvesting the application metadata as implemented, discovering and curating the critical metadata you need and then sharing it.

Safyr provides you with a single software product designed to allow data analysts to be able to complete all these steps quickly, easily and accurately.

Safyr helps you to deliver a strong metadata based foundation for your data governance, data catalog, data migration and data analytics projects which include your complex ERP applications.