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Microsoft Dynamics CRM (Archived)

Reporting migration from on-premise to online

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ReportReport
Posted on by 3,079

We're investigating a move to Online, but we're getting a bit stuck on reporting.  We have some SSRS reports, and are trying to figure out the most equivalent way of doing them in Online.  They use SQL that cannot be replicated in FetchXML due to its limitations.  We started looking at Power BI, but it looks shockingly more complex (and potentially expensive?) to use as a replacement.  It looks like:

1. we'd need Pro licenses to use live data?

2. that a lot of the security isn't automatically implemented the way it is with SSRS when working off the filtered views.  I can't even find a way to deal with things that are field level secured even with extra work.  It also looks like theoretically people can make their own reports, and if there's an extra step that needs to be done to ensure security, it doesn't seem likely that users will do that.  Can this be prevented?

3. It looks like columns cannot be hidden/collapsed?

We haven't even gotten too far into this yet, so there may be more issues/questions we're missing.

Am I misunderstanding this?  I'd always seen Power BI positioned as the replacement for SSRS reporting, but these seem to be some major limitations on that, unless I'm just reading things wrong.  If anyone's got a really good, definitive guide for handling Dynamics reporting in Power BI, especially regarding security, I'd love to see it.  I'm just seeing different bits and pieces so far, nothing that's really comprehensive.

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  • Verified answer
    Jarrod Williams Profile Picture
    1,747 on at

    Having used it I'm personally not sold on PowerBI being a full replacement for SSRS reports.  They are great as dashboard type content but outside of that they have some serious drawbacks.  If you are running into things where you are having FetchXML issues reproducing your reports, you are going to have many if not all of the same issues with PowerBI.

    1. not sure on licensing.

    2. You are correct, the security it is using, even if you are doing an API pull of the data is the security of the user that is doing the refresh.  The best way to think of PowerBI, is more akin to a scheduled report for OnPrem.  

    Honestly the best solution I've seen for reporting with CRM Online if you are used to doing on prem and fairly robust reporting is to have a secondary db hosted in Azure that you then report off of.  

  • awalters Profile Picture
    3,079 on at

    That's what I was afraid of.  Definitely not an SSRS replacement, then.  Which is too bad...now it seems like we'd need to learn two things instead of one, plus run this extra Azure sync (plus the costs associated with that).  Being on-prem has its downsides - mostly due to the fact MS seems to be trying to run people off of it - but the relative ease of complex reporting is a definite pro.

    Thanks for the confirmation!

  • awalters Profile Picture
    3,079 on at

    Looking into this, and just saw - apparently if you do the Azure sync, the resulting DB doesn't have the filtered views?  Which also makes it relatively useless to us as an on-prem reporting replacement, since we'd have to completely re-create your security structure.

    I'm so curious as to why this doesn't seem to be a bigger issue for others.  Are people just not  building reports that are beyond what FetchXML can do?  Or do none of their complex reports require security?  Are they just rebuilding the security in both places?  If so, how can you ensure it stays synced?

    Or is there another solution entirely?  I keep feeling like I'm missing something here, since it seems like a major feature is just gone.

  • Verified answer
    Jarrod Williams Profile Picture
    1,747 on at

    The only thing I can think of would be to use a Power of Choice trial migration to get a copy of the db to the restore to azure.  Problem with that as a "solution" is that it isn't going to update schema ever when you do customization changes. Reporting has always been one of the major hits on CRM Online/D365.  

  • awalters Profile Picture
    3,079 on at

    Wow...crazy.  Okay - I just had to double check, since it seemed so out there to be missing this.  :-(  Thanks again!

  • Mehmet Ozdemir Profile Picture
    on at

    Moving from On-Prem based FilteredView SSRS Reports to FetchXML based reports be it On-Prem or Online requires a major rethink on how you develop SSRS reports. It's for that reason even for On-Prem customers we only ever write FetchXML reports. Simple things like UNIONS, Functions, etc etc, all need to be moved in the SSRS reporting logic, making it unnecessarily complex. Then there will be some scenarios you just can't replicate no matter how hard you try.

    Also don't write off Power BI it's fantastic for helicopter view stuff, has awesome visualisations and you don't spend any time and making things pixel perfect like you do you SSRS. The power of Power BI is in Power Query with the ability to Mashup multiple datasources, need to join your customer demographic for a given region to govt census data to overlay your data over population data, no problem. Then there are DAX expressions as well.

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