How to migrate complex SSRS reports from CRM 2013 onpremise to CRM 2015 online RRS feed

  • Question

  • Hi,

    We are planning to migrate CRM 2013 on premise to CRM 2015 online.

    But we have complex SSRS reports in on premise instance and having different BU level security for those reports.

    In these reports we are using all kind of SQL features like joins, sub queries, unions, temp tables etc...

    So how to achieve to implement these complex reports in CRM 2015 online with the BU level security feature.

    Now we are trying to implement Staging DB (Custom SQL data base) and trying to apply all the filtered views security on top of this custom SQL data base.

    We are struggling to apply the CRM (OOB) filtered views security to the custom SQL data base (Staging DB).

    But we are not sure this approach will work or not. If anybody knows the solution for this case or anybody implemented this kind of solution please let me know.



    Wednesday, October 28, 2015 3:24 PM

All replies

  • Unfortunately there is no simple answer. It should be possible to develop equivalent security in your custom database, but it will require some development work. The main issue is whether you also have to include security based on teams, or on sharing of records - if you have to do that, then this noticeably increases the development work.

    If you need the complexity in the reports that requires SQL, then you need an external database. However, I'd suggest that you review the security requirements of these reports, as it may be that you can use a simpler security model than the full CRM one

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Wednesday, October 28, 2015 4:37 PM
  • Hi, Thanks for your reply. Currently we are trying to build the complete CRM OOB security framework on top of our SQL custom data base as customer not ready for compromising the security on reports. If you or anybody having any links related this kind of preparing the custom SQL data base please provide me. So that I will try to implement in that way. Thanks,


    Thursday, October 29, 2015 3:43 AM
  • There's not much documentation on the detailed implementation, but most of this can be worked out by looking at the definition of the filtered views, and some of the SQL functions. See also http://blogs.msdn.com/b/crm/archive/2009/08/04/viewing-all-crm-privileges-including-hidden-privileges.aspx - this was written for CRM 4, so doesn't include team-based security, but all that is covered is still relevant

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Thursday, October 29, 2015 12:31 PM
  • Hi David,

    Thanks for your information.


    Thursday, October 29, 2015 1:21 PM