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CRM 2016 On-Prem Reports - Data Mart

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Posted on by ChrysDW

We have a team that is working on building reports. That team is planning on pulling data from CRM into a data mart to use strictly for CRM reporting using SSRS. Their concern for running reports in CRM is a performance hit. My concern with the data mart is the security/privileges that the data mart will not offer that CRM has for each user. I also have the concerns about the reports being built using tables and not the FilteredViews. I'm trying to push back on the data mart but I would like more documentation or direction from other more experienced users. We have discussed replicating the database but this idea didn't seem to go over so well either. Do I have a legitimate concern with this?

Any insight, opinions, articles or documentation would be greatly appreciated.

Thanks,
Chrys

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Aric Levin - MVP 30,188 Moderator on at

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RE: CRM 2016 On-Prem Reports - Data Mart

Hi Chrys,

Not sure what type of reports you are running, but most reports should not be a cause of a major performance hit on CRM. If they are, then something is not optimized (either the reports or SQL Server).

I think the major concern that you should have here, as you already mentioned is the fact that users might see data that they are not supposed to see, since the report builders are not using Filtered Views, and accessing the data that is accessible at all security levels of the organization. I believe this should be the primary concern of the business owners.

If this is not a concern for them, and access to data is not an issue, they can go ahead with Data Mart.

Hope this helps.