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CRM Filtered Views through VPN access RRS feed

  • Question

  • HI,

    I have access to the CRM database through VPN and by using a SQL Server 2005 user logon which is not an Active Directory user setup within the CRM.

    I need to use the filtered views from the CRM database and I'm logged  as SQL user but I do not receive any results from my queries.

    I receive results from every tables and views but not filtered view.

     

    Thursday, April 22, 2010 7:48 AM

Answers

  • the filtered views provide a layer of security based on a user's security rights within CRM. You will have to either access teh standard view (i.e contact, new_myentity, etc) or go to the entity tables such as the base and extensionbase.

    You can also look at the Design mode of the filtered views and extract the SQL that you need to run, copy and paste into a new Query window, then just remove the security section.


    MSCRM Bing'd - http://bingsoft.wordpress.com
    Thursday, April 22, 2010 8:12 AM
    Moderator
  • Hi Nabial,

    Filtered views allow users to retrieve data from the MS CRM data base using the MS CRM dynamics security model. The views automatically filter data based on the user's logged-on credentials, business unit, and security roles. This is the reason why you do not see any results when you are logged on to SQL server using a SQL login rather than a windows login.

    Besides things like the ability to view Lookup values and not GUIDs. The views are very useful when creating reports using SSRS for example because they allow you to create a single report for people with different roles. Two people viewing the same report may see entirely different results depending on the security settings.


    You can read more about filteredview at the URL below.
    http://msdn.microsoft.com/en-us/library/cc308184.aspx

    Hassan.


    Hassan Hussain | http://hassanhussain.wordpress.com/ | http://www.mscrmvirtualusergroup.com/
    • Proposed as answer by Hassan Hussain Thursday, April 22, 2010 8:27 AM
    • Marked as answer by nabial23 Thursday, April 22, 2010 9:05 AM
    Thursday, April 22, 2010 8:27 AM

All replies

  • the filtered views provide a layer of security based on a user's security rights within CRM. You will have to either access teh standard view (i.e contact, new_myentity, etc) or go to the entity tables such as the base and extensionbase.

    You can also look at the Design mode of the filtered views and extract the SQL that you need to run, copy and paste into a new Query window, then just remove the security section.


    MSCRM Bing'd - http://bingsoft.wordpress.com
    Thursday, April 22, 2010 8:12 AM
    Moderator
  • Hi Nabial,

    Filtered views allow users to retrieve data from the MS CRM data base using the MS CRM dynamics security model. The views automatically filter data based on the user's logged-on credentials, business unit, and security roles. This is the reason why you do not see any results when you are logged on to SQL server using a SQL login rather than a windows login.

    Besides things like the ability to view Lookup values and not GUIDs. The views are very useful when creating reports using SSRS for example because they allow you to create a single report for people with different roles. Two people viewing the same report may see entirely different results depending on the security settings.


    You can read more about filteredview at the URL below.
    http://msdn.microsoft.com/en-us/library/cc308184.aspx

    Hassan.


    Hassan Hussain | http://hassanhussain.wordpress.com/ | http://www.mscrmvirtualusergroup.com/
    • Proposed as answer by Hassan Hussain Thursday, April 22, 2010 8:27 AM
    • Marked as answer by nabial23 Thursday, April 22, 2010 9:05 AM
    Thursday, April 22, 2010 8:27 AM
  • When quering data from MS CRM. The user doing so is authenticated. If the user is not in the AD, the user cannot be authenticated in MS CRM, and therefor not get data.

    ...but you can access the MS CRM database directly, and use the Filtered views. Se under Views in SQL Server in the <organization>_MSCRM database.


    Henrik Jensen Instructor / Consultant MCP, MCAD, MCSD, MCTS, MCPD, MCITP, MBSS, MBSP, MCT www.crmblog.dk and mscrm.easyconsult.dk (Danish only)
    Thursday, April 22, 2010 8:29 AM