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CRM Prefiltered views RRS feed

  • Question

  • I am having an issue with the pre filtered quote view. Is there anyway to test. One of our Admins created a new address entity that links back to the account. but the fields for the new entity/table are not showing the data that is there in the report. Is there a way to pretest the filtered views? or is there any issues with joining the account and then the new address account to the pre filtered quote?

    May Thanks

    Monday, November 9, 2015 6:08 PM

All replies

  • I don't think any issue. Filtered views apply security model. It will display data based on security role.  make sure you have access to that record. Try to search through advance find or you can check the same record by querying tables instead of views. This is just to test. Filtered view is recommended.

    Thanks!

    Thursday, November 12, 2015 1:19 PM
  • Hi,

    Just to add a bit to Kalim Khan's answer above, there are views that aren't filtered too so you don't have to use the tables directly. The need for this might have gone down slightly since the tables aren't split any longer but it's still the supported way of doing it since MS might change the tables at any time (again, for testing it doesn't matter).

    Regards


    Rickard Norström Developer CRM-Konsulterna
    http://www.crmkonsulterna.se
    Swedish Dynamics CRM Forum: http://www.crmforum.se
    My Blog: http://rickardnorstrom.blogspot.se

    Friday, November 13, 2015 8:25 AM