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Microsoft CRM 4 assigning permissions on reports RRS feed

  • Question

  • Is there anyway to lock down the reports within CRM 4.0 so that only certain people can run particular reports. Also is there anyway to prohibit people from exporting these reports to excel  ?
    • Moved by Santosh Bhandarkar Friday, November 22, 2013 6:07 AM moved from Win Server General Forum
    Thursday, November 21, 2013 8:01 PM

Answers

  • Create a new data set inside the report with the following Query.

    select COUNT(ft.teamid) from FilteredTeam ft 
      join FilteredTeamMemberShip fm on fm.teamid = ft.teamid 
      where ft.name = 'Report Team Name' 
      AND fm.systemuserid = dbo.fn_FindUserGuid() 

    hide the tablix when count returns 0

    The disadvantage is that the team name is hard coded inside the report.

    For the other question, I agree with kgorczewski.

    • Marked as answer by GregDron Friday, October 31, 2014 1:06 PM
    Tuesday, November 26, 2013 12:30 AM

All replies

  • Santosh,

    There are two options to control visibility of reports:

    1. You can control who can see/access reports by setting them as individual and then sharing them with users which are allows to run them. 

    2. Using Security Roles and restrict them what report to see

    Only way to disable option to prevent them to export report result is changing setting on SSRS 

    http://stackoverflow.com/questions/1499885/reportviewer-hide-pdf-export

    Unfortunately it's global setting and it will be applied to all reports/users.

    KG



    My Dynamics CRM Blog: http://bovoweb.blogspot.com

    • Proposed as answer by Vasu100ind Tuesday, November 26, 2013 12:02 AM
    Friday, November 22, 2013 11:17 AM
  • Create a new data set inside the report with the following Query.

    select COUNT(ft.teamid) from FilteredTeam ft 
      join FilteredTeamMemberShip fm on fm.teamid = ft.teamid 
      where ft.name = 'Report Team Name' 
      AND fm.systemuserid = dbo.fn_FindUserGuid() 

    hide the tablix when count returns 0

    The disadvantage is that the team name is hard coded inside the report.

    For the other question, I agree with kgorczewski.

    • Marked as answer by GregDron Friday, October 31, 2014 1:06 PM
    Tuesday, November 26, 2013 12:30 AM
  • thank 
    Wednesday, December 11, 2013 10:20 PM