Added a custom SQL Server login to Microsoft Dynamics CRM 4.0, getting empty resultsets

Question

At work we have Microsoft Dynamics CRM 4.0 installed and employees use their LAN login to log into CRM's web interface.

We've added a SQL Server-based custom login (to the server and db *_MSCRM) with the db_datareader role. The new login can select from views, however it returns an empty result set. If I log into SQL Server Management Studio using my LAN ID and run sql against the same view, I get the expected data.

Any ideas what is missing or wrong?

See also: question on serverfault.com

Answer 1

The filtered views CRM provides check the user id that is accessing them is a CRM user and returns only the records that user has access to. Providing only the records the user has permission to see is the direct intent of the filtered views

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Jason Lattimer