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Customer experience | Sales, Customer Insights,...
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How to Migrate Reports from CRM 4 to D365

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ReportReport
Posted on by 5

Hey!

I'm wondering what the best way is to migrate over Reports from our old CRM4, to our new D365 CRM. Any suggestions would be appreciated. Thank you!

  • Suggested answer
    Jayme Profile Picture
    Microsoft Employee on at

    Reports in CRM4 ran on SSRS.  If you built your reports based on Fetch XML, then they should import ok. If you are using SQL based reports, or even in the case of Fetch based reports, I would suggest recreating your reports in PowerBI.  It is a much better reporting platform and is the way forward for Dynamics reporting.

    This article may be helpful: www.netwoven.com/.../

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