Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Plz Help - CRM Reports - Filtered Views Not Working RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote
    Dear Sir,

    I was working on a Custom Report. The Report should show Data in Accordance with the Permission User has to view Records. Thats why in Report's Query, I preferred to use Filtered Views.

    I have 2 Entities - Reservation and ReservationRecipt. Every User has different Permissions to View records according to Business Unit.

    My Query -
    SELECT DISTINCT FilteredNew_ReservationReceipt.New_name AS New_ReceiptNumber
    FROM       FilteredNew_ReservationReceipt
    INNER JOIN FilteredNew_Reservation on FilteredNew_Reservation.New_ReservationID = FilteredNew_ReservationReceipt.New_ReservationID

    This Query is working fine in SSRS Business Intelligence but when I upload the Report to CRM, it doesnt show me any Data.
    Plz Help.

    Thanks,
    Abbas
    Wednesday, February 3, 2010 9:50 AM

Answers

  • Question
    Sign in to vote
    0
    Sign in to vote
    Have you tried using CRMAF_ alias prefix?

    Your example would go like this:

    SELECT DISTINCT CRMAF_New_ReservationReceipt.New_name AS New_ReceiptNumber
    FROM       FilteredNew_ReservationReceipt CRMAF_New_ReservationReceipt
    INNER JOIN FilteredNew_Reservation CRMAF_New_Reservation on CRMAF_New_Reservation.New_ReservationID = CRMAF_New_ReservationReceipt.New_ReservationID


    Have you installed CRM 4.0 Connector for SQL Reporting Services?
    Dejan Dular

    Microsoft Certified Business Management Solutions Specialist
    • Proposed as answer by Dejan Dular Thursday, February 4, 2010 9:28 PM
    • Marked as answer by Jim Glass Jr Thursday, February 4, 2010 9:50 PM
    Thursday, February 4, 2010 9:28 PM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote
    Have you set the datasource name in the report to be CRM

    Craig
    Thursday, February 4, 2010 7:10 PM
  • Question
    Sign in to vote
    0
    Sign in to vote
    Have you tried using CRMAF_ alias prefix?

    Your example would go like this:

    SELECT DISTINCT CRMAF_New_ReservationReceipt.New_name AS New_ReceiptNumber
    FROM       FilteredNew_ReservationReceipt CRMAF_New_ReservationReceipt
    INNER JOIN FilteredNew_Reservation CRMAF_New_Reservation on CRMAF_New_Reservation.New_ReservationID = CRMAF_New_ReservationReceipt.New_ReservationID


    Have you installed CRM 4.0 Connector for SQL Reporting Services?
    Dejan Dular

    Microsoft Certified Business Management Solutions Specialist
    • Proposed as answer by Dejan Dular Thursday, February 4, 2010 9:28 PM
    • Marked as answer by Jim Glass Jr Thursday, February 4, 2010 9:50 PM
    Thursday, February 4, 2010 9:28 PM