How can a SSRS Report use saved Admin Credentials in a Data Source , overwriting the firing User's credentials.

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Recently i have created a SSRS Report using Report Builder in Visual Studio, this report needs to be able to retrieve data that covers the whole organization (which only the admin can see), taking into consideration that the report will be fired by a normal user that doesn't have access to the mentioned data.

When i tried to connect all Datasets to one Datasource that has Admin Credentials, then when a normal user ran a report in Dynamics, he could see his data only. Even though Admin Username and Password were saved into the Datasource.

One of the solutions that got in my mind is to have two Data Sources in the same report, but the report wasn't accepted by Dynamics.

Any thoughts? Thank you

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erhan.keskin 2,253 on at

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Make sure you turned off the integrated security for the data source(s). If that report needs to run on the whole data in DB, you may use the tables as opposed to using views. e.g; Table: ContactBase, View: Contact

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Vipin J 1,603 on at

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Credential setting under Data Source is ignored once you upload the SSRS Report, especially if you are using Filtered views.

If there is a global report you can remove word Filter from the table and report will ignore the security principal of Dynamic CRM and access all record in the system.

You should take care when you are using Joins and Linked Query, you must remove all Filtered Keyword from table prefix.

Refer here for some of the best SSRS report configuration.

https://vjcity.blogspot.com/2019/05/dynamic-crm-ssrs-report-best.html

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[quote user="erhan.keskin"]
Make sure you turned off the integrated security for the data source(s). If that report needs to run on the whole data in DB, you may use the tables as opposed to using views. e.g; Table: ContactBase, View: Contact
[/quote]
As a matter of fact, there is some data sets that actually need to be filtered, some of them run on the whole system data, and the others are filtered for specific conditions.

i just want to say as well that I'm using FetchXML as a way to retrieve data from the system into Data Sets. is your way to use "tables" instead of "views" applicable in FetchXML?

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[quote user="Vipin J"]
Credential setting under Data Source is ignored once you upload the SSRS Report, especially if you are using Filtered views.

If there is a global report you can remove word Filter from the table and report will ignore the security principal of Dynamic CRM and access all record in the system.

You should take care when you are using Joins and Linked Query, you must remove all Filtered Keyword from table prefix.

Refer here for some of the best SSRS report configuration.

https://vjcity.blogspot.com/2019/05/dynamic-crm-ssrs-report-best.html
[/quote]

I didn't mention this in my first question. but i m using FetchXML to retrieve data. does FetchXML comply to the security principals of Dynamics upon running the report?

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