Breaking news from around the world
Get the Bing + MSN extension
Now Available in Community - MBAS 2019 Presentation Videos
Catch the most popular sessions on demand and learn how Dynamics 365, Power BI, PowerApps, Microsoft Flow, and Excel are powering major transformations around the globe. | View Gallery
2019 release wave 2 Discover the latest updates to Dynamics 365Release overview guides and videos Release Plan | Early Access Availability
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Talent TechTalks | Upcoming TechTalks
If you have been a CRM developer for a length of time then you will certainly come across filtered views and they are useful and definitely something you should learn more about, particularly if you are going to be writing reports or accessing the CRM database directly.
The CRM database can be viewed and the data used but never changed directly – Hosk
You should be of the opinion directly changing values on the Microsoft CRM database is a big no no
The truth is you should think long and hard about access fields directly from CRM tables because these might change in future releases, rollups and service packs.
What are you meant to do if you want to read your CRM data using SQL?#
Microsoft have created a filtered view for each database table and Microsoft will make sure these work even after future releases, rollups and services packs.
Filtered views are purposely created for CRM developers to use in their reports. One of the main benefits is Filtered views use the Microsoft Dynamics CRM security model. This means the data shown in a report using a filtered view would only contain the data the users can view in CRM.
Filtered views take uses security levels e.g. organisation, business unit, owner and field level and these only show the levels each individual user can see.
If you created a view created directly on the Microsoft Dynamics CRM tables then it would show all the data to all users.
All the column names in a filtered view are in lower case, so you do not have any problems with case sentivity
Microsoft is busy in the background and when you create a new entity or add fields to a custom entity or System entity, Microsoft automatically creates a new filtered view for custom entities and adds the new fields to existing filtered views.
Filtered views have two datetime fields for every date time field you add. One DateTime field and one UTC DateTime field.
The DateTime field holds the date time for the users time zone
DateTime UTC holds the time in UTC
Option sets have two fields in a filtered view, one holds the value the other holds the string representation
One field holds the string value of the option set
Another value holds the number
If you had an option set field accountrating with an option set value set of Gold – 1.
accountrating = 1
accountratingname = “Gold”
Business Applications communities