Migrating reports from CRM 2016 OnPrem to Dynamics 365 Online

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Posted on by SK-ENV

Hi,

We were trying to migrate reports from onprem to online CRM using SSIS/Kingswaysoft and we are getting the errors for some records like:-

1.) CRM service call returned an error: Only data source using fetch data provider is permitted on this report.

2.) CRM service call returned an error: Parent report is specified for a report that does not reference the current one. Only SQL Reporting Services reports can be parent reports.

As per the error log, it looks like only those reports created by using FetchXML is allowed to migrate.

So my question is that which field in the Report table/view specifies that the report is with data source using fetch data provider? The intention is to query only those reports from the source database that could be migrated.

Any help on this would be really appreciated!

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SK-ENV 60 on at

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RE: Migrating reports from CRM 2016 OnPrem to Dynamics 365 Online

Here is what I found:-

In the BodyText field check for the <ConnectionProperties><DataProvider> node in the XML data.

SQL Reports: <ConnectionProperties><DataProvider>SQL</DataProvider>

Fetch reports: <ConnectionProperties><DataProvider>MSCRMFETCH</DataProvider>

Thank you all for the valuable suggestions!
SK-ENV 60 on at

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RE: Migrating reports from CRM 2016 OnPrem to Dynamics 365 Online

@Aric Levin: What I need is to identify the fetchXml reports using code (SQL) from the table Report.

@Wei Jie Fun: The links you gave throws some light; let me give a try.
Aric Levin - MVP 30,188 Moderator on at

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RE: Migrating reports from CRM 2016 OnPrem to Dynamics 365 Online

If all of your reports are SSRS reports connecting to SQL Server using a connection string and not using fetchXml, you will not be able to migrate these reports, but have to recreate them using fetchXml.

You will need to install CRM Report Authoring Tools to develop SSIS reports using a fetchXml connection.

Hope this helps.
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Mahendar Pal 45,095 on at

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RE: Migrating reports from CRM 2016 OnPrem to Dynamics 365 Online

Hi,

Check for type or connection string field, you should get some pointer there.
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Alex Fun Wei Jie 33,626 on at

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RE: Migrating reports from CRM 2016 OnPrem to Dynamics 365 Online

Hi,

CRM online does not support SQL query Report. Thus , you definitely cant migrate that.

To identify sql based or fetch based report, you can try to follow the suggestion from below post.

https://social.microsoft.com/Forums/en-US/dcbec22f-6faf-45c6-94e3-526bdd23ba29/how-to-identify-report-is-fetch-based-or-sql-based-in-dynamics-crm?forum=crm

Second, query from database,

copy the body test, and compare a fetch based and sql based, find a differences.