Data Governance with Azure Purview

The modern workplace his a data-centric world. Organisations are always increasing the amount of data they must collect, store, and analyse to inform critical business decisions and measure their organisation’s performance. As data becomes increasingly important, so do the tools needed to discover, manage, and track information in the absence of a data governance program.

In the absence of a data governance program, the decisions made about key data systems are made by association staff who “own” the system. When there are different owners for systems (which is very common), the result is inconsistencies in data availability, collection, usability, integrity, and security. This instantly causes data quality problems. It also can negatively impact user experience if there is no integration or procedures to update the existing data within your environment. If you and your organisation find yourselves in such a predicament, Prometix highly recommends deploying an Azure Purview solution.

What is Azure Purview?

At the end of last year, Microsoft launched Azure Purview, a unified data governance solution that would solve the inherent challenges with managing disparate data assets. This new platform is designed to help your organisation to enable a better understanding and knowledge of its data and empower users with a data driven collaboration.

At its core, Azure Purview is a unified data governance tool that automates data discovery, scanning, classification, labelling and business glossary. This gives users a holistic view and understanding of critical data assets. It pulls data from all the various Azure repositories and third-party data stores, including on-prem SQL servers, SaaS applications, and other forms of Cloud Storage. It is built on Apache Atlas, an open-sourced platform for data governance and provide seamless deployment on Azure Platform. Purview is designed with comprehensive security and data compliance built in.

Why use Azure Purview?
Many organizations don’t have a centralized way to register all their data sources. Without insight into the location and movement of sensitive data, some users may be unaware of the available data sources or may not easily understand where to get the types of data they need. It may also cause users to lose confidence in the quality of data they are accessing since they are unsure how the data was sourced or who the data owner is—this is where the Azure Purview Elastic Data Map comes to the rescue!

Azure Purview automates the discovery and scanning of many types of data sources today (with many more in development), from on-prem servers to cloud-based services not only across Azure but other clouds also, like Amazon Web Services. Once the metadata from those scanned data sources is ingested, a vast amount of information is now available across organization-wide data sources, including a visual mapping of all the data source “collections.” The metadata can now be enriched with additional information your organization would provide, like the data owner, connection strings, descriptions, and associated Business Glossary terms. You can select the Business Glossary terms from a default store, or you can import your own. This process enables all these data sources to become a Data Catalog that your data consumers can easily browse and search.

In addition, the Data Lineage is then visible to your data consumers when they have found the data source they want to use from the Data Catalog. The Data Lineage allows users to visually trace the movement of the data assets from the data system of origin through movement, transformation, and enrichment, including various destination data storage and processing systems (in the cloud to consumption) using an analytics system like Power BI. This data audit trail is all brought to you by a serverless cloud service that is elastic, allowing the service to automatically increase or decrease capacity based on your needs, meaning you only pay for what you use!

What does Azure Purview do?

Purview serves three primary purposes: mapping data from multiple and disparate data sources, categorising and labelling data on both pre-built or custom classification rules, and generating usable data insights.
Data Mapping – Purview creates a unified data map by precisely scanning all data sources across your entire data estate. With ability to view data lineage, it’s enabled users to find where the data is sourced and how it transforms at the asset and granular object level on supported data sources. Azure Purview easily integrates with all third-party data systems using Apache Atlas APIs.
Data Cataloguing – Presenting the discovered data so users understand relevant information is available and where each set is stored. Purview allows searching for and tagging data sets containing specific technical or business terms, with the system automatically determining the data’s sensitivity level by examining columns for certain keywords.
Data Insights – The resulting data catalogue gives you insights into the location, movement, and transformation of data within a multi-faceted or hybrid data environment.

Azure Purview as a Data Management and Governance
In essence, Purview helps you manage and govern your data from multiple sources, allowing you to map and visualise your data landscape in real-time. Purview bridges the gap between scattered data sources and centralised data management. By discovering, mapping, and categorising data, Purview gives you a bird’s-eye view of all your enterprise data environment. Additionally, it provides useful information about data distribution across different domains, data movement, and the locations of sensitive high-value information.

Azure Purview brings into focus the need to have a centralized data governance system and delivers on virtually consolidating data sources onto a single pane of glass. It is not entirely possible to have just one data repository in the real world due to the complexities of dealing with variable data sets, formats, sources, and sensitivity levels. Purview is a much-needed and welcome data management solution for organizations using multi-cloud infrastructures, SaaS applications, on-premises datacenters, and Azure data storage services.

Azure Purview is also valuable to security and compliance teams that need to keep track of the organization’s while ensuring it is secure and appropriately used based on its sensitivity. Data governance is becoming increasingly difficult as data assets grow exponentially within many organizations, thus increasing the security and compliance risks. Azure Purview Insights provides customers a single pane of glass view into their catalog and aims to provide specific insights to the data sources such as administrators, business users, data stewards, data officers, and security administrators. This feature includes reports that provide details about your data assets, scans, glossary, classifications, sensitivity labeling, file extensions, and file types.

In addition, Sensitive Data Insights will provide a simplified compliance risk assessment across all your operational and transactional data sources using built-in data classifiers or custom data classifiers you can create as needed. This feature enables the evaluation of risk and the ability to derive audit trails of data qualified by sensitivity and business relevance.

Prometix as a Microsoft Gold certified O365/Azure consultants (Sydney, Canberra, Melbourne & Perth) have delivered numerous Azure Data warehouse based solutions. If you need any assistance, please feel free to contact us via


Understanding Azure Synapse Analytics

Today, businesses are forced to maintain two types of analytical systems, data warehouses and data lakes. Data warehouses provide critical insights on business health. Data lakes can uncover important signals on customers, products, employees, and processes. Both are critical, yet operate independently of one another, which can lead to uninformed decisions. At the same time, businesses need to unlock insights from all their data to stay competitive and fuel innovation with purpose. Can a single cloud analytics service bridge this gap and enable the agility that businesses demand?

Azure Synapse Analytics, a limitless analytics service, that brings together enterprise data warehousing and Big Data analytics. It gives you the freedom to query data on your terms, using either serverless on-demand or provisioned resources, at scale. Azure Synapse brings these two worlds together with a unified experience to ingest, prepare, manage, and serve data for immediate business intelligence and machine learning needs.

Simply put, Azure Synapse is the next evolution of Azure SQL Data Warehouse. We have taken the same industry-leading data warehouse to a whole new level of performance and capabilities. In fact, it’s the first and only analytics system to have run all TPC-H queries at petabyte-scale. Businesses can continue running their existing data warehouse workloads in production today with Azure Synapse and will automatically benefit from the new capabilities which are in preview. Businesses can put their data to work much more quickly, productively, and securely, pulling together insights from all data sources, data warehouses, and big data analytics systems.

With Azure Synapse, data professionals of all types can collaborate, build, manage, and analyze their most important data with ease, all within the same service. From Apache Spark integration with the powerful and trusted SQL engine to code-free data integration and management, Azure Synapse is built for every data professional.

Azure Synapse delivers insights from all your data, across data warehouses and big data analytics systems, with blazing speed. With Azure Synapse, data professionals can query both relational and non-relational data at petabyte-scale using the familiar SQL language. For mission-critical workloads, they can easily optimize the performance of all queries with intelligent workload management, workload isolation, and limitless concurrency.

Build end-to-end analytics solutions with a unified experience. The Azure Synapse studio provides a unified workspace for data prep, data management, data warehousing, big data, and AI tasks. Data engineers can use a code-free visual environment for managing data pipelines. Database administrators can automate query optimization. Data scientists can build proofs of concept in minutes. Business analysts can securely access datasets and use Power BI to build dashboards in minutes, all while using the same analytics service.

Azure has the most advanced security and privacy features in the market. These features are built into the fabric of Azure Synapse, such as automated threat detection and always-on data encryption. And for fine-grained access control, businesses can help ensure data stays safe and private using column-level security and native row-level security, as well as dynamic data masking to automatically protect sensitive data in real-time.

As a Microsoft Gold partner and certified Viva consultants in Sydney, Canberra & Melbourne. We have extensive experience in delivering employee engagement solutions. For more information or a Microsoft Viva demo, please contact us from

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Why Microsoft Dynamics 365?

If you’re in the market for a new CRM, chances are you’ve found one of the many articles online offering comparisons of the major software options. As someone who has worked with Dynamics 365 for many years, the Dynamics 365 vs Salesforce articles often come across my radar, and I’m usually left feeling disappointed by how much is missing from those “apples to apples” comparison pieces, when there is so much more in the (virtual) fruit bowl worth exploring.

Where a CRM was once just a system of historical record, for sellers to (reluctantly) record what they had done, it’s time to reimagine CRM as a central and connected system for customer engagement across your organisation. It’s also important to consider the role of the CRM now that sellers work across more stakeholders and more digital tools for communication and collaboration than ever. How can it help make them more productive, rather than becoming just another tool to deal with?

Instead of working through a comparison of the core capabilities of account, contact, and pipeline management, here are some new questions to consider when selecting your CRM:

What tools are available to help with automated data entry?

How does it integrate and work with collaboration and productivity tools?

How does it use data across all your assets – internal and external sources, communications, emails, as well as core systems – to provide insights for sellers to help them close deals?

How does it put the customer at the centre, enabling you to individualise communications, and build relationships?

Considering these kinds of questions asks you to step back and take a bigger picture view of your data, and your platform, and where and how your CRM fits into that, rather than thinking about a CRM in isolation. If you have already made the investment in Microsoft 365 collaboration and productivity tools, and particularly if Outlook and Microsoft Teams are tools you work in every day, there are benefits unique to the Microsoft platform in using Dynamics 365 as your CRM.

Seamless collaboration and communication

Microsoft Teams is more than just a tool for online meetings – it is a full collaboration platform which works natively with Dynamics 365 to make collaboration a seamless part of the sales process. When you are working in Dynamics 365, you have the full features of Teams chat and channel conversations linked to customer and opportunity records. When you need to collaborate on a deal, you can invite anyone in the organization to view and collaborate on Dynamics 365 records in Teams – at no extra cost.

Dynamics 365 and Outlook are on the same cloud, which means no integration and no third-party connectors for emails and appointments in your CRM. More importantly, having all that valuable data in one place enables you to do more than just email tracking – you can gain insights from emails and appointments, while keeping them secure. Bringing communications, CRM, and AI together helps you understand where relationships are really forming and how they are tracking, and proactively identify the right stakeholders and collaborators to help move deals forward.

AI for productivity and next best action suggestions

Surfacing insights from your data can provide your sellers with proactive suggestions in addition to their everyday activities, that can help them build better relationships and close deals faster. The native connection between Outlook and Dynamics 365 enables next best action suggestions based on email content, such as sentiment (“your customer sounded upset in an email, this opportunity could be at risk”), as well as insight into interactions and response times between you and your customer, across your whole team).

Leads and opportunities are scored based on relationship health and probability of converting or closing, helping sellers focus on the right deals and relationships at the right time.

Real-time automated call transcription makes customer conversations available to everyone involved in a deal, without the seller having to make summaries or identify next steps. Action items, topics discussed, keywords, and sentiment analysis of the conversation are all automatically recorded in Dynamics 365 and can be used to prompt actions.

Customer experience across all touchpoints

Dynamics 365 includes marketing automation capability built on the same platform, sharing the same underlying data as the CRM, which means no need for integration, and no delays in moving or synchronising data. Every data point (including custom tables) in your CRM can be made available to the marketing application, for rich segmenting and personalisation. You can also trigger individual communications based on real time events, such as completing a survey, or checking in on an app, reaching your customers with personal messages via their preferred channel at the right moment. Using Dynamics 365 Sales and Marketing together enables you to orchestrate customer journeys, workflows, and communications across all departments who work with your customers, creating a customer-first experience.

True 360-degree view of the customer

Central to providing great customer experience, and therefore to CRM, is a true 360-degree view of your customer across a multitude of internal and external sources. While a CRM can provide a full view of all interactions in the CRM, most organisations are working with multiple siloed systems which record customer transactions, interactions, and other important data. Dynamics 365 Customer Insights ingests and unifies your customer data from all these sources (in fact, it will also work with data in Salesforce) to create a unique customer profile, providing your sellers with full visibility of all customer interactions in the CRM.

A complete technology stack for digital transformation

Dynamics 365 doesn’t exist in isolation as a CRM solution. It is part of the Microsoft cloud, which is a complete stack of capabilities for digital transformation in your organisation. Dynamics 365 is one of the many application portfolios available – covering Sales, Customer Service, Field Service – as well as a full back-office suite of products for Finance and Operations. It sits alongside the Microsoft 365 suite of productivity and collaboration tools, including Teams, Outlook, Excel, SharePoint, PowerPoint and more. There are developer tools to extend your solutions, from professional developer tools to the low code tools of Power Platform, and over 500 ready-to-use connectors to other systems. All this is built on top of Azure, the cloud platform which provides you with limitless data and analytics capabilities, and a trusted solid foundation of identity and security.

Prometix as a Microsoft Gold certified partner and certified O365 consultants (Sydney, Canberra, Melbourne & Perth), we have extensive experience in delivering Office 365 based solutions. We have also delivered applications using Dynamics 365. For more information, please contact us from

All you need to know about Microsoft 365 formally known as Office 365

As a product line, Microsoft Office dates back nearly three decades, with early versions essentially combining Word, Excel, and PowerPoint into a discounted bundle. Microsoft 365 (previously known as Office 365), which has been available since 2011, differs from that old-fashioned bundle in two respects: First, it’s sold as a subscription (billed monthly or yearly), rather than as a perpetual license with a fixed one-time payment. Second, it combines a suite of online services, including business-class email, cloud file storage, and secure communication tools along with the traditional desktop apps.

Because it’s a subscription offering, those desktop programs are updated automatically when a new version is available. If your subscription is current, you get the latest versions, with security releases monthly  and feature updates every six months, on the same calendar as Windows 10.

Microsoft 365 is available in Family and Personal editions (previously known as Office 365 Home and Personal, respectively) that are intended for use by families, students, and individuals for personal, non-commercial use.

In this guide, we cover the multitude of Microsoft 365 Business and Enterprise editions, which offer a more advanced feature set than the Family and Personal editions, with collaborative applications and management tools that are designed for meeting enterprise security and compliance challenges.

The exact mix of apps and services available with a Microsoft 365 subscription depends on which edition you’ve chose


This business-class email offering gives every Microsoft 365 subscriber in your organization a mailbox with a maximum capacity of 50 GB or 100 GB, with the ability to access email through a web browser or using the Outlook app on Windows, on a Mac, or on mobile devices. Malware and spam filtering are built in, as are basic features like shared mailboxes and (for some Microsoft 365 subscriptions) advanced features like eDiscovery.


Every Microsoft 365 business subscriber gets 1 TB of personal OneDrive for Business storage, with sync clients available for every desktop and mobile platform. The Windows 10 client uses the same sync client as the consumer OneDrive service, keeping data in a separate location. The Files on Demand feature allows users to view and manage cloud-based storage using File Explorer. Administrators of Enterprise plans can upgrade users to unlimited storage if a terabyte is not enough.


The SharePoint interface is now sleek where it was once clunky, allowing teams to share files and sync information in File Explorer using the same desktop client as in OneDrive for Business. Both SharePoint and Exchange Online include administrative controls to restrict users from sharing confidential information outside the organization.


This collaborative platform replaces the older Skype for Business service, offering unified communications, HD video conferencing, and instant messaging for Microsoft 365 subscribers in an organization, along with a team-and-channel-based architecture that covers much of the same feature set as alternatives like Slack. The free version of Teams allows small businesses to use the service without having to pay any license fees. Usage of Microsoft Teams has expanded dramatically since early 2020, when pandemic-related shutdowns made it an ideal choice for remote-work scenarios. The developers behind Teams have been shipping new features monthly for desktop, mobile, and web-based apps.


Some Microsoft 365 plans include services targeted for specific audiences. The Microsoft 365 Business Standard and Business Premium plans, for example, include services for small and medium-sized businesses; these tools include Microsoft Bookings, which allows customers to schedule and manage appointments, and MileIQ, a mileage-tracking service. All Enterprise plans include the Yammer social networking service and a selection of business automation tools, including Microsoft Power Apps to build custom forms, Power Automate to streamline repetitive workflows, and Power BI Pro, an advanced business analytics tool.

Which desktop apps are available in Microsoft 365?

Every Microsoft 365 plan that includes desktop apps offers the following Office applications for all supported versions of Windows and for MacOS: Outlook, Word, Excel, PowerPoint, and OneNote. On Windows PCs only, Access and Publisher are available. Microsoft recently announced plans to include a “lightweight” version of Visio with its business plans. These apps are updated automatically to the latest version, with monthly security updates and twice-annual feature updates.

Microsoft 365 subscriptions provide per-user licenses, which means that the apps can be installed and used on up to five phones, five tablets, and five PCs or Macs simultaneously. From their personal subscription portal, a user can sign in using their Microsoft 365 credentials and manage installs without having to enter product keys or worry about activation. By contrast, perpetual-license versions of Office are typically licensed for use on one device only and cannot be transferred.

Web-based versions of Word, Excel, and PowerPoint offer fairly robust tools that allow editing of files stored in OneDrive for Business. These tools work in any modern desktop browser without requiring additional software. Most business plans also offer Outlook on the web.

When you sign in with an active subscription on mobile devices (iOS and Android) , a new unified Office app offers a single place to create, view, and edit Word, Excel, and PowerPoint files. The Outlook app provides a unified view of business and personal email and calendar accounts. Mobile apps are also available for Microsoft 365 services, including OneDrive, Skype for Business, and Microsoft Teams.

Prometix as a Microsoft Gold certified partner and certified O365 consultants (Sydney, Canberra, Melbourne & Perth), we have extensive experience in delivering Microsoft 365 based solutions. We have completed Microsoft 365 rollout for large to medium organisations including state/federal governments & private sectors. For more information, please contact us from