Adding Custom DB for Reporting

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Posted on by jgspitler

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Hello CRM Users:

For CRM on-prem I have heard of people creating a custom DB on the same instance that CRM is installed for the purpose of creating store procedures. I even found a few references to it on-line. What I am not clear on is how to grant permissions to the custom DB so that CRM users can run reports.

The goal is to have the custom DB so that I can write stored procedures for reports. I will use the filtered views. The stored procedure will live in the custom DB. This way I can use SP's but not keep them in the CRM database.

Have any of you done this?

Thanks.

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jgspitler 342 on at

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RE: Adding Custom DB for Reporting

Thank you, sir.
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Mahadeo Matre 17,021 on at

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RE: Adding Custom DB for Reporting

yes
jgspitler 342 on at

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RE: Adding Custom DB for Reporting

Nice. I see anther logon called SQLAccessGroup. Will the DB need that one as well?
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Mahadeo Matre 17,021 on at

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RE: Adding Custom DB for Reporting

you can do by giving PrivReportingGroup and ReportingGroup permission to access your custom database.