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The intention of this blog is to focus on the business application of Microsoft CRM and its surrounding ecosystem.
In doing so, whenever discussing a topic I will endeavor to avoid presenting dry facts but rather to relate it to the practical application and/or impact it might have on the business, the pros, cons, best practices etc.
Using the steps below we will walk through the steps Follow these steps to complete: Create a new report, select new table wizard Create the data source For the Data Set paste in this query SELECTcustomeridname, name, owneridname, estimatedclosedate, estimatedvalue, opportunityratingcodename, closeprobability, statecodename FROMFiltered Opportunity Note: we are not using the CRMAF_ filter yet It it not necessary at this time to enhance or make costeic change to the report, we are merely exploring this function. Modify the query and append the alias: AS CRMAF_Filtered Opportunity Your query should now look like this: SELECTcustomeridname, name, owneridname, estimatedclosedate, estimatedvalue, opportunityratingcodename, closeprobability, statecodename FROMFiltered Opportunity AS CRMAF_Filtered Opportunity Save the report with a ‘Save As’ and name it: ‘Opps By Owner_with Filter’Post as a new report in CRMRun the report.
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Generally, the view references must be updatable, meaning that they may be merged and not materialized. For a view to be updatable, there must be a one-to-one relationship between the rows in the view and the rows in the underlying table.
From what I've read, most attribute this degradation to the fact that the Filtered Views (unlike other views) perform additional security checks against the CRM security model.
And while this is indeed the case, my experience has indicated that this particular aspect does not really impact adversely.