web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Migration from Dynamic...
Microsoft Dynamics CRM (Archived)

Migration from Dynamics CRM Professional to Basic. Usability of functions.

(0) ShareShare
ReportReport
Posted on by Raj Kumar 85

Hello Experts,

We are planning to Migrate from Microsoft Dynamics CRM Professional online to Dynamics CRM Basic.

We have created customized reports and forms now (on Professional licenses). If we migrate to basic, can we continue using the customized reports functionality. 

Please let me know

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Deepesh161 Profile Picture
    Deepesh161 6,317 on at

    Hope this is what you are looking for:

    Basic. Provides access to core entities: accounts, contacts, leads, and cases. The Basic plan also provides access to reports, dashboards, visualizations and custom applications.

    Professional. Provides access to the full range of Microsoft Dynamics CRM capabilities, including sales, marketing and customer service.

    technet.microsoft.com/.../dn467367.aspx

  • Raj Kumar Profile Picture
    Raj Kumar 85 on at

    Thanks for the response Deepesh.

    Actually currently we have Professional licenses and we are planning to migrate them to Basic plan.

    We created some customization of report/forms (User reports), can we continue using this forms(No need of editing the structure of form).

    Thanks!!

    Raj Kumar

  • Verified answer
    Royal King Profile Picture
    Royal King 27,686 on at

    Yes Basic user License user can still use reports, dashboards and charts. Check the CRM user License guide that provides detailed information on what each License type have access to in CRM

    http://www.turnkeytec.com/wp-content/uploads/2013/09/CRM-2013-Online-Licensing.pdf

    http://blogs.technet.com/b/lystavlen/archive/2013/07/12/comparison-of-the-new-crm-online-subscriptions.aspx

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans