SQL database views, called "filtered views," are provided with the Microsoft CRM database to enable access to business data according to the user's Microsoft CRM security role. When a user runs a report that obtains data from filtered views, the user's Microsoft CRM security role determines the data to be included in the report. Data in filtered views is restricted at three levels: the organization, the business unit, and the owner. Filtered views exist for all Microsoft CRM business objects (entities).

Your reports should not read data directly from the Microsoft CRM database tables. Instead, use the filtered views. The following sample SQL code returns all columns from the filtered view for an Account entity:

SELECT * FROM dbo.FilteredAccount

A complete listing of all the standard filtered views organized by product area is available in the Reference section.

Custom and Customized Entities

When you create a new custom entity in the Microsoft CRM database, a new filtered view for that entity is created. If you change that entity, such as by adding a new attribute, the change is automatically included in the associated filtered view.

Related Topics

Filtered Views By Product Area