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Data Export Service - does it include security information? RRS feed

  • Question

  • Hi

    Does anyone know if the Data Export service (i.e exporting CRM online data to an Azure SQL database) includes the security information and tables, also the filtered views. So for example, if I configured a report running from the SQL azure database with effectively the same user running it and using FilteredViews, would it respect the security?  Presumable tables like POA would also need to be included to make this work.

    I cannot find the answer to this anywhere on Microsoft's documentation.

    Thanks


    Paul

    Thursday, August 10, 2017 9:09 AM

Answers

  • It doesn't include the CRM security information. It solely exports the data, and there will be no FilteredViews in the destination.

    It's up to you to implement any security model around the data in the destination.

    Overall, I don't see this as a means to offload report processing if you need to apply CRM security and have anything other than a trivial security model that you need to apply

     

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


    Thursday, August 10, 2017 11:20 AM
    Moderator

All replies

  • It doesn't include the CRM security information. It solely exports the data, and there will be no FilteredViews in the destination.

    It's up to you to implement any security model around the data in the destination.

    Overall, I don't see this as a means to offload report processing if you need to apply CRM security and have anything other than a trivial security model that you need to apply

     

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


    Thursday, August 10, 2017 11:20 AM
    Moderator
  • Thank you - it is what I thought and feared. Pity

    Be great if Microsoft could look at this. Data Export is flagged as being for reporting and analytics to get around FetchXML and record limitations. Not having the security means that this has to be hand configured and can only work with simple models.

    Thanks


    Paul

    Thursday, August 10, 2017 12:38 PM