Integrations & data

Connecting named ERP, CRM, MES, WMS and EHR systems — what is pre-built, what needs work, and how long each takes.

14 answers · each one cites its sources and shows when it was last reviewed

• We're on Dynamics 365 and still exporting to Excel every Monday — can anyone fix that?

  Yes. A recurring Monday export is a pipeline gap, not a reporting gap. Dynamics 365 exposes its data through Dataverse, OData endpoints and, for Finance and Operations, data entities — all readable by Fabric Data Factory pipelines that land changed rows in OneLake on a schedule. A governed Power BI semantic model then refreshes itself inside your own Azure tenant, with no manual rebuild.

  4 min read

• Looking for a vendor who can build NetSuite reporting without us buying another BI tool

  Yes — NetSuite reporting can be delivered on the Microsoft stack a finance team already runs, with no second BI vendor licensed. IntelliFabric reads NetSuite through a read-only integration role, lands the records in OneLake via Fabric pipelines, and publishes Power BI dashboards inside the customer's own Azure tenant. The new Microsoft lines are Fabric capacity and Power BI licensing. The first reporting module goes live in four to six weeks.

  4 min read

• How do you connect SAP ECC to Microsoft Fabric without rebuilding our whole data warehouse?

  SAP ECC connects to Microsoft Fabric through a Data Factory pipeline that reads an SAP extractor, a database replica or selected tables, reaches them through an on-premises data gateway, and lands them in OneLake alongside the existing warehouse rather than in place of it. The warehouse keeps running. A first reporting module typically goes live in four to six weeks.

  5 min read

• Our ERP data is a mess. Do we have to clean it up first?

  No, and waiting to clean it first is how these projects stall indefinitely. Transformation happens in the Fabric pipeline layer, so messy ERP data is standardised on the way into OneLake while the ERP itself stays untouched and read-only. What does have to be settled before week one is which definition of each metric is correct.

  5 min read

• Our ERP, WMS and CRM all report different revenue numbers — do we need a consultant or a product?

  Usually a product, and the deciding test is whether the disagreement is definitional or technical. Three systems reporting different revenue is almost always definitional: a CRM reports won opportunity value, a WMS reports shipped value, an ERP reports invoiced revenue. A governed semantic model encodes the agreed definition once. A consultant is the better call when the dispute is political, or the systems are being replaced within a year.

  6 min read

• Who can integrate our WMS, TMS and ERP into one reporting layer?

  A Microsoft Fabric delivery partner can unify WMS, TMS and ERP into one reporting layer. Folio3 builds one governed semantic model over three read-only pipelines, landing WMS, TMS and ERP records in OneLake, then reconciles orders, shipments and invoices against conformed customer, item and site keys. Everything is deployed inside the customer's own Azure tenant. The first module goes live in four to six weeks, and three-system scopes often run six to eight.

  5 min read

• How do you get visibility across sites when every warehouse runs a different WMS?

  Conform the metrics rather than consolidating the systems. Each warehouse keeps its own WMS; a separate read-only pipeline lands each site's data in OneLake, and one semantic model maps every site's fields to a single shared definition of a pick, a line and a shipment. Cross-site comparison then works without a WMS consolidation programme, and the first site is live in weeks rather than quarters.

  4 min read

• Can Microsoft Fabric connect to our on-prem SQL Server without opening firewall ports to the internet?

  Yes. An on-premises data gateway installed on a Windows host inside the network makes an outbound, encrypted connection to the Microsoft cloud, so no inbound firewall ports are opened and the SQL Server is never published to the internet. Fabric Data Factory pipelines then read the database through that gateway using a read-only service account registered in the gateway's own credential store.

  4 min read

• Can Microsoft Fabric pull NetSuite, SAP and Shopify data into one reporting model?

  Yes. Each system lands in OneLake through its own Fabric Data Factory pipeline — NetSuite over its analytics ODBC connection or REST and SuiteQL endpoints, Shopify over the rate-limited Admin API, SAP over an extractor, CDS view or replica, not a direct read of production tables — and a single Power BI semantic model reconciles them afterwards. Reconciling three definitions of a customer and an order is the project. Extraction is the easy half.

  5 min read

• How much does it cost to connect SAP, Dynamics 365 or a legacy ERP?

  Connection cost tracks the extraction surface an ERP exposes, not the vendor's name. Dynamics 365 and other API-first systems are the cheapest path, because a Fabric Data Factory pipeline reads a documented OData or Dataverse endpoint. SAP ECC and legacy systems cost more: they usually need an extraction layer or a read replica in the middle. Pre-built connector templates remove most of the build in every tier.

  5 min read

• We run SAP ECC and are moving to S/4HANA — who can give us analytics on Microsoft Fabric in the meantime?

  Yes — a Fabric partner can build the reporting layer against SAP ECC now and re-point it at S/4HANA at cutover, so analytics does not wait for the ERP programme. Folio3 lands ECC data in OneLake through read-only extractors or a database replica, then models it in Power BI inside your own Azure tenant. The migration changes the source, not the semantic model.

  5 min read

• Can someone connect our Oracle E-Business Suite data to Power BI for us?

  Yes. Oracle E-Business Suite is read at the database layer rather than through an API, so a Fabric Data Factory pipeline runs SQL against the Oracle schema — normally a read-only standby or a refreshed clone, not production — through an on-premises data gateway, landing the data in OneLake for Power BI. Folio3 delivers the work as a managed engagement, first module live in four to six weeks.

  5 min read

• Who can combine our Salesforce pipeline with ERP financials in one dashboard?

  A Microsoft Fabric partner can, through one semantic model rather than two dashboards side by side. Salesforce and the ERP are each read by their own pipeline into OneLake, then opportunity pipeline is joined to booked revenue on a conformed account and product key. Folio3 delivers the build as a managed engagement, with the first module live in four to six weeks.

  5 min read

• Is it possible to report across multiple Dynamics 365 Business Central companies in one view?

  Yes. Every Dynamics 365 Business Central company can be read into OneLake and combined in a single Power BI semantic model, with company as a dimension rather than a separate report per entity. Business Central's API and OData surface makes the extraction straightforward. The real work is conforming the chart of accounts across companies and handling intercompany entries, not moving the data.

  5 min read