As you may be aware, Microsoft is sunsetting Dynamics 365 on premise in favor of Dynamics 365 cloud. If you are currently on premise and not yet in the process of migrating to the cloud, here is a good article to help get you started. As part of the transition, one important component that you want to add to your checklist is the migration of your custom reports. Particularly, if they were built using SSRS. Once your organization migrates to the cloud, your reports will need to be migrated as well to ensure they continue working with your new Dataverse.
On premise reports can be transitioned to online in a variety of ways. One platform that we recommend migrating to is Power BI. Power BI is a business intelligence tool that allows you to show interactive visuals of your data from disparate systems in real time.
To help with the migration of your on premise SSRS reports, you can temporarily leverage a read-only connection to your new Dataverse using SQL Management Studio. Keep in mind that this should only be used to help your team during the transition and should NOT be the final solution. Due to the authentication changes that Microsoft is making with their SOAP based API, this feature is not expected to be available long term, so act now!
We love to implement Microsoft Dynamics 365 and Power Platform solutions here at Beringer. We’ve been working with Microsoft Dynamics since its inception, and we’re always finding innovative ways to implement the latest tools and help automate business processes.