Tenant to Tenant Power BI Migration: 2-Weeks POC

Whether due to mergers, acquisitions, divestitures, rebranding, or restructuring, organizations often need to migrate their Power BI assets from one Microsoft 365 tenant to another. This seemingly simple shift carries complex technical challenges — from preserving report logic, visuals, datasets, and permissions, to ensuring business continuity with zero downtime.

Our experts will assess your current Power BI environment, identify tenant-specific dependencies, and perform a guided pilot migration of selected workspaces and assets. Through this Proof of Concept, we validate the feasibility of tenant-to-tenant migration—ensuring business logic, report visuals, and security settings can be preserved while minimizing risk and disruption.

Empower your business with MAQ Software's expertise

By participating in our POC, you will resolve following challenges:

• Maintaining report interactivity, DAX logic, and Power Query transformations across tenants
• Preserving workspace structure, row-level security (RLS), and dataset refresh schedules
• Rebinding reports and dashboards to datasets in the new tenant with minimal rework
• Recreating access permissions, roles, and groups in the target tenant
• Ensuring gateway connections and credentials are re-established securely
• Avoiding service interruptions during the transition

Target customers:

• Organizations undergoing mergers, acquisitions, or divestitures
• Enterprises consolidating or splitting Microsoft 365 tenants
• Global organizations with a need to reorganize Power BI assets across regions
• IT and BI teams seeking minimal-risk tenant migrations with full operational continuity

Agenda

Week 1: Discovery, Assessment & Planning

• Tenant Environment Inventory: Assess Power BI assets (workspaces, datasets, reports, dashboards, dataflows) in source tenant
• Dependency Mapping: Identify gateway usage, source connections, embedded scenarios, APIs, and external dependencies
• Security & Access Review: Analyze user roles, RLS configurations, and workspace permissions
• Feasibility & Risk Assessment: Identify what can be migrated using APIs vs. requiring manual recreation
• Migration Plan Design: Define scope of PoC (selected workspaces/assets), migration toolset, and validation approach

Week 2: Migration Execution & Validation

• Pilot Workspace Migration: Perform migration of selected reports/dashboards to target tenant
• Logic & Visual Parity: Validate report functionality, data model integrity, and visual consistency
• Security Replication: Recreate user access, RLS, and workspace permissions in the new tenant
• Post-Migration Testing: Conduct performance checks, data refresh validation, and user access review
• Knowledge Transfer: Train admins and stakeholders on tools, scripts, and post-migration best practices
• Go-Forward Plan: Deliver migration roadmap for full-tenant migration, including estimated timeline and effort

Deliverables

• Migration Feasibility Assessment: Report outlining what can be migrated, dependencies, blockers, and required interventions
• Pilot Workspace Migration: Successful migration of a representative Power BI workspace and its contents
• Validation Checklist: Functional parity and security checklist ensuring all elements were preserved
• Risk & Gap Analysis: Identified gaps between source and target tenant configurations
• Migration Roadmap: Plan for full-scale tenant migration with timeline, effort, and toolset recommendations
• Admin Enablement Guide: Documentation and knowledge transfer for internal IT and BI teams

Outcome

Join our PoC and unlock these benefits:

• Validated migration approach for your unique Power BI tenant environment
• Insight into technical feasibility, gaps, and effort required
• Hands-on demonstration of migration outcomes before full rollout
• Step-by-step migration plan minimizing business disruption
• Enablement of your internal team with tools and documentation

Why choose MAQ Software

MAQ Software brings deep expertise in Power BI migrations, Microsoft 365 architecture, and automation-led tenant transitions. Our proven methodology, tenant-aware migration frameworks, and validation-first approach make us your ideal partner for cross-tenant Power BI migrations.

Begin your Tenant-to-Tenant Power BI migration with confidence. Contact CustomerSuccess@MAQSoftware.com to schedule your 2-week PoC today.