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Posts Tagged ‘CRM’

Host a SSRS report which gets data from external Data Source – CRM on-premise

January 7, 2016 3 comments

We got a requirement to host a SSRS report in CRM, which gets data from external data source (i.e., Data Base from another SQL server).

CRM normally uses Shared Data Source when you upload any SSRS report which pulls data from CRM.

In our case we had to

  • Create a new Data Source
  • Override the CRM Shared Data Source with a new Data Source

Below are the steps.

Develop and Deploy Report in CRM

  • Design the report with Data Source connected to external Database.
  • Preview and make sure you are getting data properly.
  • Save the .rdl
  • Open CRM application
  • Create a new report and upload the .rdl
Upload SSRS Report To CRM

Upload SSRS Report To CRM

Configure the Report’s DB Connection

Now we got report in CRM and we need to point the report to Custom DataBase by following steps below

  • Connect to the SSRS server
  • Open the browser and type (http://servername/Reports) (You can also get URL from “Reporting Services Configuration Manager à Report Manager URL” tab)
Reporting Service Config Manager

Reporting Service Config Manager

  • In the Home page, click on ‘New Data Source’
Create New Data Source - 1

Create New Data Source – 1

  • Provide the Connection String and Credentials and Save
Create New Data Source - 2

Create New Data Source – 2

  • Go back to the report server home page.
  • Open the folder by name (YourCRMORG_MSCRM)
  • Go to ‘CustomeReports’ folder and select your report (Refer ‘Description’ column for Report Name)
  • Choose Manage from context menu
Create New Data Source - 3

Create New Data Source – 3

  • Choose ‘Data Sources’ tab and select newly created ‘Data Source’
Select the Data Source

Select the Data Source

  • Click on ‘Apply’
  • Close and re-run the report to get the changes.

🙂

Specified domain does not exist or cannot be contacted – Error connecting to SharePoint from CRM on premise Plug-in

December 4, 2015 1 comment

In one of our Plug-in, we have logic to upload the note’s attachment to SharePoint server.

Everything was working as expected until we got this unexpected exception ‘Specified domain does not exist or cannot be contacted’.

Domain Does Not Exist

Domain Does Not Exist

Reason & Fix:

  • Reason for this exception while updating Plug-in Assembly, I accidentally set the ‘Isolation mode’ to ‘Sandbox’.
  • Since there was no trust established with SharePoint server, plug-in thrown exception when tried to upload file to SharePoint Document Library.
  • Changing Isolation Mode to ‘None’ solved our issue.
Isolation Mode - Sandbox

Isolation Mode – Sandbox

  • Alternative way for Isolation ‘none’ is to establish trust. Refer this article on how establish trust.

🙂

Categories: CRM Tags: , , ,

Access Denied Error – Case Reactivation

October 22, 2015 Leave a comment

Recently we deployed a solution on Customer environment and few users complained of getting ‘Access Denied’ error message while trying to ‘Reactivate’ a resolved case.

Access Denied - Case Reactivation

Access Denied – Case Reactivation

Issue was intermittent and we were unable to reproduce in our Development environment.

After spending some time, we identified ‘Access Denied’ coming up only for Cases resolved by a set of Users.

Reason

  • CRM creates a new ‘Case Resolution’ activity upon ‘Case Resolve’ with Status ‘Completed’.
  • Upon ‘Case Reactivation’ it updates the existing ‘Case Resolution’ activity Status to ‘Canceled’.
Case Resolution Activity

Case Resolution Activity

  • Coming back to my scenario,
    • Our Security model, had BU level ‘Write’ access on ‘Activity’.
    • When ‘Case’ resolved by a ‘U1’ from Business Unite ‘BU1’, system created ‘Case Resolution’ activity with owner as ‘U1’.
    • When ‘U2’ from BU2, tries to ‘Reactivate Case’, system actually try to update status of ‘Case Resolution’ activity created by U1 of ‘BU1’.
    • Since Users only had BU level ‘Write’ access on Activity, U2 cannot update ‘Case Resolution’ activity, hence he got ‘Access Denied’ exception.

Fix

  • Elevated ‘Write’ access on ‘Activity’ from ‘BU’ to ‘Parent BU’

🙂

Categories: CRM Tags: , ,

Intermittent 404 error while accessing F5 load balanced CRM

September 12, 2015 Leave a comment

We recently configured F5 load balancer with 2 CRM application servers and deployed our build.

Within no time we started getting “404 Not Found” randomly while navigating with in the CRM application and up on refresh CRM screen loading properly.

Reason and Fix

  • In one of the 2 CRM application servers, CRM website running on different port other than 80.
  • So, when request made from load balancer to the wrongly bind CRM server, it was looking for CRM website from port 80 which was not available.
  • Up on refresh, if Load Balancer connects to the Application server with CRM on 80 port, its showing up.
  • We corrected CRM application port binding to 80 to fix the issue.

🙂

Categories: CRM Tags: , , ,

Script error with navigate() statement while navigate between forms – CRM Jscript

September 12, 2015 Leave a comment

We have a Custom entity with 3 forms and the requirement is to navigate to a different form based on a field value .

So we registered a script on form ‘load’ event to navigate to a specific form based on an option set value.

Navigation worked as expected except few user’s that too when application should take User to ‘Form 2’.

Reason and Fix

  • We configured new Security Roles recently.
  • Our forms were role based and we missed enabling newly added “Security Role” for ‘Form 2’.
Role Based Forms - Account

Role Based Forms Screen

  • By enabling newly added Security Role for ‘Form 2’ script started working.

🙂

Categories: CRM Tags: , , ,

Error initializing component with element id=’xxxx’ and with type=’null’: Object doesn’t support this action – CRM

September 12, 2015 Leave a comment

Recently we configured F5 load balancer and from then we were frequently getting Script Error Notifications while navigating in CRM application.

In error report there is below content

<CrmScriptErrorReport>

<ReportVersion>1.0</ReportVersion>

<ScriptErrorDetails>

<Message>Error initializing component with element id=’xxxx’ and with type=’null’: Object doesn’t support this action</Message>

Reason

  • ‘Anonymous Authentication’ has been disabled for one of the CRM application in NLB.
  • CRM authenticates once for the session and then uses ‘Anonymous’ access to load the components like web resources,Notifications etc. Hence its required to enable Anonymous Authentication.

Fix

  • Enable ‘Anonymous Authentication’ and reset the IIS.
Anonymous Authentication Enabled

Anonymous Authentication Enabled

🙂

Categories: CRM Tags: ,

SQL Server Timeout Error – Importing CSV file

Other day I got a SQL Timeout error while importing Article’s using a CSV file which is of 75 KB size.

SQL Timeout Error - Data Import

SQL Timeout Error – Data Import

Below are my troubleshooting steps and Fix .

Troubleshoot steps

  • Verified both SQL Server and CRM App server’s event viewer.
  • On CRM App server there was only one warning with an ‘Insert’ query. However there was no error information in the log, it’s just that Query was not completely written in the log.
CRM Warning - Insert Query

CRM Warning – Insert Query

  • On SQL Server machine there were no Error or Warning event logs. But there was an Information log around same time which had useful information.
Log - Autogrow of file

Log – Autogrow of file

Reason

  • In the SQL Server event log, there was an event with below details

 “Autogrow of file ‘mscrm’ in database ‘XXXX_MSCRM’ was cancelled by user or timed out after 30824 milliseconds” information.

  • So, the issue was with my CRM DB (i.e.XXXX_MSCRM) setting’s “AutoGrowth” property which has higher ‘File Growth’ value.
  • It is recommended to keep 1024 MB for data files and 256 MB for log files.

Fix

  • Open ‘XXXX_MSCRM’ AutoGrowth setting by following below steps
    • Right click on the database.
    • Go to Properties.
    • Then go to the Files section.
    • Click on either the data or log autogrowth column (Click the …)
  • Provide the recommended ‘File Growth’ setting
Auto Growth Setting

Auto Growth Setting

Refer MSDN AutoGrowth Settings article for more details

🙂