Dynamics 365 F&O/AX Dynamics 365 CE / CRM Dynamics GP Business Central / NAV UG Dynamics SL Power Platform Fabric UG MS Copilot UG

[Jeff Woodard]

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Hi Mike,

Good luck on your upcoming cloud journey. Here are a couple of tips to help with your document quandry.

1) You CAN continue to use SSRS reports, but you’ll need to convert any embedded SQL to to FetchXML. There are some very useful conversion utilities in the XRM toolbox (https://www.xrmtoolbox.com/) where you can paste in the SQL and get back the FetchXML.

2) If you’re used to writing SQL queries, you can use SSMS (Sql Server Management Studio) to connect to your online instance just as easily as your on-prem instance. In the login prompt for the database, use your CRM-Online URL i.e.<companyname>.crm.dynamics.com, select Microsoft Entra MFA for the Authentication (hopefully your org is using multi factor authentication, otherwise use the appropriate option), and your full e-mail address as the username. The database is read-only, but you can run standard SQL queries this way online.

3) Depending on the types of documents you’re looking to convert, you may want to look at a third party product called DocumentsCorePack for Microsoft Dynamics 365 (mscrm-addons.com). It has a custom MS Word add-on that lets you easily insert placeholders for the Dataverse data. IMO, the real power of this product is the one-click actions where you select all the steps in the document handling. We have a single button that creates a customer quote from a custom entity. With one button click, it creates a pdf, attaches it to a pre-defined dynamic e-mail template, and saves a copy of the document in SharePoint. The user opens the .eml file in outlook, makes any final changes and hits send.