Filtered Views in CRM Reporting
While working with CRM Reports, we faced a scenario where data was not getting retrieved from FilteredViews in our IDE. Interestingly same queries were returning data from CRM tables but nothing from FilteredViews.
E.g. “Select * from SalesOrderDetail” table retrieved rows
“Select * from FilteredSalesOrderDetail” retrieved no rows
We made several checks including:
- Report connection/data sources
- User rights in CRM
- Using the right DB and Organization
These checks yielded no luck. Eventually we found the actual cause.
Filtered views will never return records from a connection string using SQL authentication
Use Windows authentication in connection string properties for all CRM reports.
One Response to “Filtered Views in CRM Reporting”
By Sven Latzel on Jul 18, 2008 | Reply
This is clear. The FilteredViews of Microsoft CRM are including the platform business logic of CRM. so it includes the security model, too.
MS CRM can only authenticate users with Active Directory, so if you use SQL Authentication the view has no relation to this user. So no data are found.