450
We have a desktop application, It is not a web-based application and we can not call OData/Rest on that.
But we need order data of the crm from that application.
I know the CRM have FilteredViews, and also views.
Can I query them and use their data?
Or create new View in the CRM Database?
If yes How can I give access to FilteredView or View so the that desktop application can access CRM Data.
Or any other solution?
*This post is locked for comments
Hi
Modifying CRM SQL Database is not supported and I would not recommend creating any new views.
You could use filtered views to get the data you want and filtered view applies CRM security model, meaning the app user AD account should be a CRM user.
What the filtered view does is when someone access data using them, it uses the AD sam account name to get user id from the systemuser table and then checks if the user is allowed to access particular entity. As long as you give all the permissions necessary for that user in CRM, it should allow them to access the data
Note: Your application connection to SQL should be using Windows Authentication and it should use the integrated security so that current users AD account can be detected by filtered views.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,235
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
