Filtered views.

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• Thursday, January 17, 2013 1:13 PM

   

   
  

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  Hi,

  Definition by Microsoft: "Microsoft Dynamics CRM 4.0 includes SQL database filtered views that are used for business data access. Filtered views are fully compliant with the Microsoft Dynamics CRM security model. When you run a report that obtains data from filtered views, the Microsoft Dynamics CRM security role determines what data you can view in the report."

  In other words in pull data from database but with data filtered by your roles.

  If you use Crm online you must use fetch xml. Refer the next articles:

  http://blogs.msdn.com/b/crminthefield/archive/2012/11/27/custom-reporting-in-microsoft-dynamics-crm-fetch-vs-filtered-views.aspx

  http://social.technet.microsoft.com/wiki/contents/articles/10234.microsoft-dynamics-crm-2011-develop-fetch-xml-based-ssrs-reports-in-visual-studio-2008.aspx

  Hope this helps.
  If i answered your question, please mark the response as an answer and also vote as helpful.

  ---

  Pedro Azevedo Crm Specialist 4.0\2011

  • Proposed As Answer by Azevedo Pedro Thursday, January 17, 2013 1:13 PM
  • Marked As Answer by Yogesh Mulay - MCTS Thursday, January 17, 2013 1:45 PM
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• Thursday, January 17, 2013 1:45 PM

   

   
  

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  Thank you Pedro !!!
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