microsoft.public.crm :: FilteredViews Security


	FilteredViews Security How do I obtain information about how to provide our Reporting staff with access to FilteredViews? Do anyone knows where I can find security related information surrounding FilteredViews? Thank you in advance for your assistance. Hi Terry, The filtered views security is based on the user's network work logon credential. The users will only able to see the records that they owned or able to view through the filtered views. If you want to provide your reporting staff to develop reports, just share all of the record to your reporting staff (they need to be a CRm user), they will have access to the records to the filteredv views. or create a SQL account, give them read access to the MSCRM database, they can use the regular views to do their reports and then change back to filteredviews prior deployment to prod. Hope this will help. Darren Liu Crowe Chizek and Company http://www.crowecrm.com On May 11, 8:57 am, Terry <T@discussions.microsoft.com> wrote: - Hide quoted text - > How do I obtain information about how to provide our Reporting staff with > access to FilteredViews? > Do anyone knows where I can find security related information surrounding > FilteredViews? > Thank you in advance for your assistance. Thank you very much. However, where can I find technical/white papers or information about CRM 3.0 security overview? - Hide quoted text - "Darren Liu" wrote: > Hi Terry, > The filtered views security is based on the user's network work logon > credential. The users will only able to see the records that they > owned or able to view through the filtered views. > If you want to provide your reporting staff to develop reports, just > share all of the record to your reporting staff (they need to be a CRm > user), they will have access to the records to the filteredv views. > or > create a SQL account, give them read access to the MSCRM database, > they can use the regular views to do their reports and then change > back to filteredviews prior deployment to prod. > Hope this will help. > Darren Liu > Crowe Chizek and Company > http://www.crowecrm.com > On May 11, 8:57 am, Terry <T@discussions.microsoft.com> wrote: > > How do I obtain information about how to provide our Reporting staff with > > access to FilteredViews? > > Do anyone knows where I can find security related information surrounding > > FilteredViews? > > Thank you in advance for your assistance. Darren, where can I find CRM 3.0 entity diagrams for Accounts and Contacts etc.? - Hide quoted text - "Darren Liu" wrote: > Hi Terry, > The filtered views security is based on the user's network work logon > credential. The users will only able to see the records that they > owned or able to view through the filtered views. > If you want to provide your reporting staff to develop reports, just > share all of the record to your reporting staff (they need to be a CRm > user), they will have access to the records to the filteredv views. > or > create a SQL account, give them read access to the MSCRM database, > they can use the regular views to do their reports and then change > back to filteredviews prior deployment to prod. > Hope this will help. > Darren Liu > Crowe Chizek and Company > http://www.crowecrm.com > On May 11, 8:57 am, Terry <T@discussions.microsoft.com> wrote: > > How do I obtain information about how to provide our Reporting staff with > > access to FilteredViews? > > Do anyone knows where I can find security related information surrounding > > FilteredViews? > > Thank you in advance for your assistance.