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 Posted 4/11/2007 12:36:08 PM |
| | Microsoft CRM operates fundamentally on the concept of entities and when we understand what those are, it makes locating and reporting from the information that much easier. Each major classification of information can be considered as an Entity in Microsoft CRM. For example, “Contact” is an entity that describes information about people: their names, addresses, telephone numbers, personal information and so forth. “Account” is an entity typically used to describe a business or institution, allowing for more address information, primary contact information, annual sales, telephone numbers and more. “Opportunity” is the entity that collects and describes information about sales opportunities in your system. Salespeople working on deals typically will use Opportunities to track the different sales stage of the deal, the products involved, the potential revenue and close dates associated with the deal.
Each of these entities has one or more database views, and also specially created database views called filtered views, associated with in the database. The latter of these SQL database views, called "filtered views," are provided with the Microsoft CRM database to enable access to business data according to the user's Microsoft CRM security role. When a user runs a report that obtains data from filtered views, the user's Microsoft CRM security role determines the data to be included in the report. Data in filtered views is restricted at three levels: the organization, the business unit, and the owner. Filtered views exist for all Microsoft CRM business objects (entities). Your reports should not read data directly from the Microsoft CRM database tables. Instead, use the filtered views.
Craig Todd
Director of PreSales
90 Degree Software
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