IN CRM 2011: when a Case to serviceActivity mapping?

Hello,
We added a new lookup field to service activity entity and when ever a service activity is created from case (by clicking ribbon on the "Add" tab of Case entity) we want information from case to be propagated from case to service activity.
I cant find the mapping between case and service activity. Please advice.
Thanks

Create a new 1:N relationship from the Case entity to the Service Activity and the mappings option will be available.
Regards, Donna

Similar Messages

CRM 2011: when auditing is turned off, why do existing Audit records lose "New Value"?

Not sure if this is by design (if so, would love to know why!) or if this is a bug. Let's say I have auditing turned on for Accounts. I change the phone number in the Main Phone field from 555-1111 to 555-5555, and an audit record is
created showing the Old Value (555-1111) and New Value (555-5555). Great. Now I turn off auditing. The system goes back to the audit record that had previously been created, and modifies it so that it shows the Old Value (555-1111),
and inserts an icon into the New Value field indicating auditing was turned off. The tool tip for that icon states "Auditing was stopped and restarted. The new values for the fields that changed during this period cannot be identified or recorded."
First of all (minor picky issue) auditing hasn't been turned back on yet, despite what the tool tip says (says the same thing whether or not auditing is turned back on). But the real problem is
why the existing audit record's New Value would be removed... why would that happen?!? We're talking about a historical update. It really did change, and the system knew what it changed from/to, so why would the system remove that new value
from the audit record? Logically I would expect that any changes made
while auditing is off would not be logged, and that once auditing is turned back on, Old/New values would correspond to whatever was/is in the system at the time that any new audit record is created, so there may be a disconnect between an older audit
record and a new one (old record's New Value not matching the new record's Old Value, because changes were made while auditing was off). And it's quite apparent when auditing is turned off, because an audit record is created stating "Auditing Disabled".
Any ideas if there's a logical reason why it would do this, or if this is really a bug that Microsoft needs to fix? We have a client with a business need to periodically turn off auditing while integration updates run between CRM and another system
(otherwise hundreds of thousands of unnecessary audit records would be created). But if they're going to lose audit data every time they disable auditing, the auditing is worthless.

We wouldn't ever temporarily turn auditing off on purpose... it's happening when we import managed solutions. We have vendors with managed solutions that contain system entities such as Contacts. When importing their solution, it momentarily
turns auditing off on those entities. The only evidence of this is audit records indicating "Entity Audit Stopped", and of course the loss of all the most recent "new value" on all audit records. The interesting (?) parts of this are:
1. When importing the managed solution, the recommended option to keep all existing customizations is selected. I would think this would include the audit settings on the entity, but apparently not (sort of... see #2).
2. As soon as the managed solution is imported, in addition to creating an "Entity Audit Stopped" audit record on relevant entities and wiping out new values, it apparently turns auditing back on, yet there's no record of this (in customizations, the entity
still (or once again) indicates auditing is enabled; but on records for that entity, there is no "Entity Audit Enabled" record.
So, now it's on to working with the vendors, to dig into their managed solutions and see if there's a way to prevent this!

Oulook with CRM 2011 client crashes

Hi,
Looking for some help please for one of my clients.
Using Outlook 2010 and CRM 2011 - when user is using CRM outlook, without any specific action, randomly outlook will just pop up a window. C:\Program Files (x86)\MicrosoftOffice\Office14\OUTLOOK.exe
has stopped working.
When using IE or any other browser everything is fine with no errors, so it only happens when using outlook. Below is the trace files.
[2015-01-08 12:39:17.787] Process:OUTLOOK |Organization:00000000-0000-0000-0000-000000000000 |Thread: 15 |Category: Exception |User: 00000000-0000-0000-0000-000000000000 |Level: Error |ReqId: | CrmArgumentException..ctor ilOffset = 0x12
at CrmArgumentException..ctor(String message) ilOffset = 0x12
at EmailIdMappingTable.AddEmailMapping(String messageId, String entryId, String crmId, String regardingId) ilOffset = 0x50
at ThreadsSupport.ExecuteThreadProc(ThreadProc threadProc, IntPtr parameter) ilOffset = 0x2
>Crm Exception: Message: Invalid id, ErrorCode: -2147220989, InnerException: System.ArgumentException: Invalid id
[2015-01-08 12:39:17.787] Process:OUTLOOK |Organization:00000000-0000-0000-0000-000000000000 |Thread: 15 |Category: Platform |User: 00000000-0000-0000-0000-000000000000 |Level: Info |ReqId: | MiniDump.CreateDumpInternal ilOffset = 0x5
at MiniDump.CreateDumpInternal(MiniDumpReasons reason, Exception exception) ilOffset = 0x5
at CrmException..ctor(String message, Exception innerException, Int32 errorCode, Boolean isFlowControlException, Boolean enableTrace) ilOffset = 0x8D
at CrmArgumentException..ctor(String message) ilOffset = 0x12
at EmailIdMappingTable.AddEmailMapping(String messageId, String entryId, String crmId, String regardingId) ilOffset = 0x50
at ThreadsSupport.ExecuteThreadProc(ThreadProc threadProc, IntPtr parameter) ilOffset = 0x2
>MiniDump: TraceDirectory setting not set or missing. Defaulting to temporary folder.
Any help will be greatly appreciated.
Please Help!

Daniel,
I meant I gave up on deploying it. Since the plugin was causing freezing and crashing since our office updated from CRM 2011 to 2013 I just ended up manually going from PC to PC.
Just used a batch to run the uninstall silently to speed up the process of manually uninstalling the software from around 60 systems:
1. Loaded 4 USB sticks with the full ininstall directory
2. Make a batch file (txt file rename .bat after editing) containing "SetupClient.exe /X /S"
3. Plug USB stick in and run the .bat
This would also work on a network share but not everyone in this office has access to the same network shares so this was simplest.
I do think this problem may be remedied by PS App deploy toolkit-
http://staffnet/operations/it/infrastructure/Lists/Helpdesk%20Matrix/AllItems.aspx?InitialTabId=Ribbon%2EListItem&VisibilityContext=WSSTabPersistence
It seems that the install fails due to other applications running or a prerequisite not being met, but will not supply a failure code and as such does not retry later. Very frustrating stuff.

Event Receiver ItemAdded MS CRM 2011

Hi,
I'm playing with SharePoint 2010 and MS CRM 2011.
I developed simple event receiver on the document library which fire on ItemAdded and ItemAdding. Event receiver fire when I create folder inside SharePoint UI document
library and everything works fine.
Now, in MS CRM 2011 one of new feature is document management. MS CRM 2011 use SharePoint Foundation 2010 and create folder for each Account. In this case, when MS CRM
create folder in document library event receivers not fire.
Is there anybody who has some idea why?
Exolit

That's a strange issue that I also encountered, but only on our server. When I installed it on client's test server, it worked!! On our server I solved it by chance. I tried to make it some other way so I implemented some easy workflow that changed the
item's title to the item's ID. When I did it I found out that ItemAdded event was fired and everything worked. I was also curious, what if remove this workflow now. Suprisingly everything works now!! :D

Connect To Microsoft Dynamics CRM 2011 Online From Windows Azure Hosted Website

Hi
I have hosted a asp.net website on Windows Azure and trying to connect to Microsoft Dynamics CRM 2011 Online. But I am getting below error:
The data protection operation was unsuccessful. This may have been caused by not having the user profile loaded for the current thread's user context, which may be the case when the thread is impersonating.
Error Source =    at System.Security.Cryptography.ProtectedData.Protect(Byte[] userData, Byte[] optionalEntropy, DataProtectionScope scope)
   at Microsoft.Crm.Services.Utility.DeviceUserName.Encrypt(String value) in c:\DWASFiles\sites\mfs\VirtualDirectory0\site\wwwroot\App_Code\DeviceidManager.cs:line 869
   at Microsoft.Crm.Services.Utility.DeviceUserName.UpdateCredentials(String encryptedValue, String decryptedValue) in c:\DWASFiles\sites\mfs\VirtualDirectory0\site\wwwroot\App_Code\DeviceidManager.cs:line 840
   at Microsoft.Crm.Services.Utility.DeviceUserName.set_DecryptedPassword(String value) in c:\DWASFiles\sites\mfs\VirtualDirectory0\site\wwwroot\App_Code\DeviceidManager.cs:line 796
   at Microsoft.Crm.Services.Utility.DeviceIdManager.GenerateDeviceUserName() in c:\DWASFiles\sites\mfs\VirtualDirectory0\site\wwwroot\App_Code\DeviceidManager.cs:line 390
   at Microsoft.Crm.Services.Utility.DeviceIdManager.RegisterDevice(Guid applicationId, Uri issuerUri, String deviceName, String devicePassword) in c:\DWASFiles\sites\mfs\VirtualDirectory0\site\wwwroot\App_Code\DeviceidManager.cs:line 185
   at Microsoft.Crm.Services.Utility.DeviceIdManager.LoadOrRegisterDevice(Uri issuerUri, String deviceName, String devicePassword) in c:\DWASFiles\sites\mfs\VirtualDirectory0\site\wwwroot\App_Code\DeviceidManager.cs:line 109
   at Microsoft.Crm.Services.Utility.DeviceIdManager.LoadOrRegisterDevice(Uri issuerUri) in c:\DWASFiles\sites\mfs\VirtualDirectory0\site\wwwroot\App_Code\DeviceidManager.cs:line 92
   at Microsoft.Crm.Services.Utility.DeviceIdManager.LoadOrRegisterDevice() in c:\DWASFiles\sites\mfs\VirtualDirectory0\site\wwwroot\App_Code\DeviceidManager.cs:line 70
   at ServerConnection.ConnectToCRM() in c:\DWASFiles\sites\mfs\VirtualDirectory0\site\wwwroot\App_Code\CrmService.cs:line 56
Can someone help me on this?
Thanks Chandrabhanu

Hi
DeviceidManager.cs was causing the problem. I used simple codes and it worked.
string CrmConnection crmConnection = CrmConnection.Parse("Url=" + crmserver + "; Username=" + username + "; Password=" + password + ";");
OrganizationService serviceProxy = new OrganizationService(crmConnection);
Thanks Chandrabhanu

CRM 2011 openStdWin method

Hi,
I'm having a problem with a some client code (web resource) that opens a window from the main application ribbon of CRM 2011.
It works in the browser but not in the outlook client and I have an idea as to why but not how to fix it.
Before my code opens the window it checks whether or not it is running from the outlook client - if so the openStdWin method is used:
var my_win = openStdWin(window_url, window_name);
If not the normal window.open method is used:
var my_win = window.open(window_url, window_name, window_settings);
In both cases a window opens, but since I have to (after the window opens) call a method inside this new window:
my_win.methodName();
my_win has to be an actual window object which is it when I use window.open but apparently not when I use openStdWin.
Because of this my code breaks at the point where in attempt to call the method in the newly opened window when running from outlook client.
Can anyone shed some light on this - maybe this method is supposed to be used in another fashion?
PS. when I close down outlook after a failed attempt I get the option to send an error report to Microsoft which contains the following:
Microsoft Dynamics CRM Error Report Contents
<CrmScriptErrorReport>
<ReportVersion>1.0</ReportVersion>
<ScriptErrorDetails>
<Message>Permission denied</Message>
<Line>1</Line>
<URL>/_grid/OutlookRibbonContextGrid.aspx?etn=account&ver=63475613997005</URL>
<PageURL>/_grid/OutlookRibbonContextGrid.aspx?etn=account&ver=63475613997005</PageURL>
<Function></Function>
<CallStack>
</CallStack>
</ScriptErrorDetails>
<ClientInformation>
<BrowserUserAgent>Mozilla/4.0 (compatible; MSIE 7.0; Windows NT 6.1; WOW64; Trident/5.0; SLCC2; .NET CLR 2.0.50727; .NET CLR 3.5.30729; .NET CLR 3.0.30729; .NET4.0C; .NET4.0E; Microsoft Outlook 14.0.6117)</BrowserUserAgent>
<BrowserLanguage>en-us</BrowserLanguage>
<SystemLanguage>da</SystemLanguage>
<UserLanguage>da</UserLanguage>
<ScreenResolution>1920x1200</ScreenResolution>
<ClientName>Outlook Laptop - Online</ClientName>
<ClientTime>2012-06-18T13:00:14</ClientTime>
</ClientInformation>
<ServerInformation>
<OrgLanguage>1033</OrgLanguage>
<OrgCulture>1030</OrgCulture>
<UserLanguage>1033</UserLanguage>
<UserCulture>1030</UserCulture>
<OrgID>{CBFE2AD6-1D2D-4AC4-BC17-5A9998BBA17F}</OrgID>
<UserID>{8EFA7A51-B614-4CB6-868D-A587AB77521B}</UserID>
<CRMVersion>5.0.9688.1561</CRMVersion>
</ServerInformation>
</CrmScriptErrorReport>
The message says "Permission denied" but I think that is a little misleading because the object simply isn't there or rather it is an empty object.
If I do this alert(JSON.stringify(my_win)) when using window.open I get a dialog with a full window object (or as much as the dialog can show) but when I use openStdWin i get "{}" which is an object but an empty one.

Thanks for your reply Scott,
I am using absolute URL. The 1st part is provided by the build-in getServerUrl (in the Xrm.Page API) and the rest of the URL is a static path to a HTML Web Resource, so there should be no cross-domain stuff going on. (it is CRM 2011 Online by the way).
The HTML Web Resource does include some javascript files but they are all Web Resources in the same solution (referenced by relative path).
Right now I actually have a working solution I made yesterday, but that was by doing a work-around. Roughly what I
was doing in the first place was:
1) open the window and when window was loaded ask the opening window/code (javascript) to build and execute a query.
2) upon completion of the query, message back to the opened window (via my_win.someMethod()) that the result was ready to use.
The reason for doing it this way was to ensure that the opening window markup would be fully loaded and look nice (and display a progress indicator etc.) before starting to execute the query, which could make the window appear as not responding or just make
it not load right away, which looks ugly.
Secondly, the result from the query (an array of simple objects) needs to be merged with a larger array which the opened window already holds due to the javascript files it references.
What I am now doing in the work-around is to have the opening window build and execute the query itself, since that eliminates the need to call a method on the window object which is null (or I
do not have access to for what ever reason).
Since this works I cannot see what illegal or cross-domain stuff there should be going on in the original version. The only difference between the 2 versions is that in the 2nd version, once the window is opened, I don't need the window object for anything,
like it did in the 1st version.
I still like the 1st version better, so I'm still interested solving the mystery about the missing window object from openStdWin.

CRM 2011+An error has occurred during report processing. (rsProcessingAborted)

Hi,
i have installed CRM 2011 on-premise version in Server A. Database and CRM 2011 Reporting Extenison in Server B. Both the server are 64 bit server and IIS 7.0 . i can able to browse the Report server url. USer as been added in Sql DB Logins and
as permission to Reportserver and ReportservertempDB.
i can able to access the CRM Reports only using Admin Credenttials that is from the credential which Report server is installed and configured
Error in server 1:
Web service request SetDataSourceCredentials to Report Server
(http://servername/Reportserver_XXXSQLSRVR)failed with SoapException. Error: An error has occurred during report processing. (rsProcessingAborted).
Error in Server 2: took this error From error log file
processing!ReportServer_0-1!7e4!03/16/2011-10:34:51:: e ERROR: Data source 'CRM': An error has occurred. Details: Microsoft.ReportingServices.ReportProcessing.ReportProcessingException: Cannot create a connection to data source 'CRM'. ---> Microsoft.Crm.Reporting.DataExtensionShim.Common.ReportExecutionException:
Caller S-1-5-21-1587242514-2812063576-513219026-1110 has insufficient privilege to run report as user 9f69b98c-c73d-e011-bd85-842b2b6567dd
processing!ReportServer_0-1!7e4!03/16/2011-10:34:51:: e ERROR: An exception has occurred in data source 'CRM'. Details: Microsoft.ReportingServices.ReportProcessing.ReportProcessingException: Cannot create a connection to data source 'CRM'. ---> Microsoft.Crm.Reporting.DataExtensionShim.Common.ReportExecutionException:
Caller S-1-5-21-1587242514-2812063576-513219026-1110 has insufficient privilege to run report as user 9f69b98c-c73d-e011-bd85-842b2b6567dd
processing!ReportServer_0-1!7e4!03/16/2011-10:34:51:: i INFO: DataPrefetch abort handler called for Report with ID=. Aborting data sources ...
processing!ReportServer_0-1!7e4!03/16/2011-10:34:51:: e ERROR: Throwing Microsoft.ReportingServices.ReportProcessing.ProcessingAbortedException: An error has occurred during report processing., ;
Info: Microsoft.ReportingServices.ReportProcessing.ProcessingAbortedException: An error has occurred during report processing. ---> Microsoft.ReportingServices.ReportProcessing.ReportProcessingException: Cannot create a connection to data source 'CRM'.
---> Microsoft.Crm.Reporting.DataExtensionShim.Common.ReportExecutionException: Caller S-1-5-21-1587242514-2812063576-513219026-1110 has insufficient privilege to run report as user 9f69b98c-c73d-e011-bd85-842b2b6567dd
Eventvwr error in server 2:
Failed to unload app domain DefaultDomain. The following exception occurred: Error while unloading appdomain. (Exception from HRESULT: 0x80131015).
I tried the Following ways to fix it
1.added User as content manager
2.In CRM apppool i have Admin in identity column
its really paining when i'm unable to access the CRM 2011 Default Reports. got stucked for a day.
Thanks, Saraswathy Kumaravelu

Hi All,
I encountered this same issue today after installing CRM 2011.
CRM 2011 on Server A
SQL and SSRS 2008 R2 on Server B
I found that I got the same errors described here when running the standard reports even after I had installed the Reporting Extension (CRM 2011 replacement for CRM 4.0 Data Connector). The reason I got the error was because the 'Data Source Type' had not
been updated in Report Manager.
Here's how I resolved:
1. Browse to Report Manager (http://SERVERB/Reports)
2. Open the Organisation_MSCRM folder
3. Click Show Details
4. Open the MSCRM_DataSource
5. Change the Data Source Type from Microsoft SQL Server
to Microsoft Dynamics CRM SQL
*Note: - This option is only available once Reporting Extension has been installed on SSRS Server.
6. Clear the contents of the Connection String box
7. Set the Connect Using: option to Credentials Supplied by user running the report
but do NOT check the
Use as Windows Credentials when connecting to the DataSource option.
8. Click Apply
9. Restart the SQL Reporting Services Service in
Reporting Services Configuration Manager
10. Test by running one of the Standard CRM Reports (e.g. User Summary)
Ta Da!! - Success!!
Hope this helps!

Problem with CRM 2011 web front end cluster

Hi.
We have a CRM 2011 (RU17) environment with a SQL DB server and 2 web front end CRM server in a cluster.
Since few days (about 10) it seems that one of the 2 nodes is not working, and since yesterday many users report access problems when calling the application by cluster name - as usual since we deployed CRM 1 year ago.
I tried myself, and I can run the application by cluster name without problems. If it try the separate notes addresses, one of them works, the other doesn't.
I checked the 2 web front end servers, and are (or seem) both properly configured, with all patches installed.
Following the information I got from Event viewer. Any suggestion welcomed!
Many thanks and Best regards
On the 'faulty' server I have different errors at event viewer level:
Faulting application name: Microsoft.Crm.Sandbox.HostService.exe, version: 5.0.9690.4150, time stamp: 0x53559982
Faulting module name: KERNELBASE.dll, version: 6.1.7601.18229, time stamp: 0x51fb1677
Exception code: 0xe0434352
Fault offset: 0x000000000000940d
Faulting process id: 0x6f8
Faulting application start time: 0x01cf8f93aa9a7ff8
Faulting application path: C:\PROGRA~1\MICROS~4\Server\bin\Microsoft.Crm.Sandbox.HostService.exe
Faulting module path: C:\Windows\system32\KERNELBASE.dll
Report Id: f5019a68-fb86-11e3-9f21-005056853970
Application: Microsoft.Crm.Sandbox.HostService.exe
Framework Version: v4.0.30319
Description: The process was terminated due to an unhandled exception.
Exception Info: System.Runtime.InteropServices.COMException
Stack:
   at Microsoft.Crm.Sandbox.HostService.InitializeThreadProc(System.Object)
   at System.Threading.ExecutionContext.RunInternal(System.Threading.ExecutionContext, System.Threading.ContextCallback, System.Object, Boolean)
   at System.Threading.ExecutionContext.Run(System.Threading.ExecutionContext, System.Threading.ContextCallback, System.Object, Boolean)
   at System.Threading.QueueUserWorkItemCallback.System.Threading.IThreadPoolWorkItem.ExecuteWorkItem()
   at System.Threading.ThreadPoolWorkQueue.Dispatch()
The Sandbox Host service has encountered an unexpected error and has stopped.
Source: Microsoft.Crm.Sandbox.HostService.exe (1784)
Error: System.Runtime.InteropServices.COMException (0x8007203A): The server is not operational.
   at System.DirectoryServices.DirectoryEntry.Bind(Boolean throwIfFail)
   at System.DirectoryServices.DirectoryEntry.Bind()
   at System.DirectoryServices.DirectoryEntry.get_AdsObject()
   at System.DirectoryServices.PropertyValueCollection.PopulateList()
   at System.DirectoryServices.PropertyValueCollection..ctor(DirectoryEntry entry, String propertyName)
   at System.DirectoryServices.PropertyCollection.get_Item(String propertyName)
   at Microsoft.Crm.SecurityUtils.GetSidFromAD(Guid objectGuid)
   at Microsoft.Crm.Sandbox.SandboxHost.SetPrivilegeUserGroupId(Guid privilegeUserGroupId)
   at Microsoft.Crm.Sandbox.HostService.InitializeThreadProc(Object stateInfo)
   at System.Threading.ExecutionContext.RunInternal(ExecutionContext executionContext, ContextCallback callback, Object state, Boolean preserveSyncCtx)
   at System.Threading.ExecutionContext.Run(ExecutionContext executionContext, ContextCallback callback, Object state, Boolean preserveSyncCtx)
   at System.Threading.QueueUserWorkItemCallback.System.Threading.IThreadPoolWorkItem.ExecuteWorkItem()
   at System.Threading.ThreadPoolWorkQueue.Dispatch()
On the 'running' server event viewer I only have one error, related to mail router:
#23379 - Could not verify the version of Microsoft Dynamics CRM at http://alkcg106.d30.intra:5555/AkzoNobelIndustrialCoatings. There was no endpoint listening at http://alkcg106:5555/AkzoNobelIndustrialCoatings/XRMServices/2011/Organization.svc that could
accept the message. This is often caused by an incorrect address or SOAP action. See InnerException, if present, for more details.

Apologize for not having indicated here the resolotion I got thanks to MS support...
We enabled the trace and we got
a http error page stating maxQueryStringLength was insufficient. We changed the maxQueryStringLength and QueryString values in the CRM web.config value to 10240.
We also noticed an error related to the DC being unavailable. We checked in the CRM registry hive and see in the non-working server you had a PreferredDc key pointing to “AMDNAD”. On pinging
AMDNAD we see it is not reachable. We removed the PreferredDc key and after iisreset we can navigate to crm.

Custom report Fetch XML error in CRM 2011 online version

When i am trying to connect to my online CRM 2011 server below error appears
Unable to connect to data source 'DataSource1'.The connection to server "https://{my org name}.crm5.dynamics.com/XRMServices/2011/Discovery.svc"
could not be established. Make sure that the connection string and credentials are correct, and try again.
I also tried as per Abhishek Agarwal MSFT suggestion as
1. Make sure that the credentials are correct.
2. Try accessing the same URL through the web browser by providing the same credentials.
3. Try enabling traces for BIDS and look for the detailed error logs. You can do this by creating the regular
CRM trace registry entries under HKLM\SOFTWARE\Microsoft\MSCRMBidsExtensions or HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\MSCRMBidsExtensions is you have a 64 bit
machine.
but nothing happens, trace log is
ExceptionManager.PrepareException
>Unhandled Exception: Microsoft.Crm.Reporting.DataExtensionShim.Common.ReportExecutionException: The connection to server "https://xxx1.crm5.dynamics.com/XRMServices/2011/Discovery.svc"
could not be established. Make sure that the connection string and credentials are correct, and try again.
>
>Inner Exception: Microsoft.Crm.Reporting.DataExtensionShim.Common.ReportExecutionException: Metadata contains a reference that cannot be resolved: 'https://xxx1.crm5.dynamics.com/XRMServices/2011/Discovery.svc?wsdl'.
>   at System.ServiceModel.Description.MetadataExchangeClient.MetadataRetriever.Retrieve(TimeoutHelper timeoutHelper)
>   at System.ServiceModel.Description.MetadataExchangeClient.ResolveNext(ResolveCallState resolveCallState)
>   at System.ServiceModel.Description.MetadataExchangeClient.GetMetadata(MetadataRetriever retriever)
>   at System.ServiceModel.Description.MetadataExchangeClient.GetMetadata(Uri address, MetadataExchangeClientMode mode)
>   at Microsoft.Xrm.Sdk.Client.ServiceMetadataUtility.RetrieveServiceEndpoints(Type contractType, Uri serviceUri)
>   at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1..ctor(Uri serviceUri)
>   at Microsoft.Xrm.Sdk.Client.ServiceConfigurationFactory.CreateConfiguration[TService](Uri serviceUri)
>   at Microsoft.Crm.ServiceConfigurationCache`1.GetServiceConfiguration(Uri serviceUrl)
>   at Microsoft.Crm.ServiceProxyCache`1.GetServiceProxy(Uri serviceUrl, Credential credentials, Uri homeRealmUrl, String passportEnvironment)
>Inner Exception: Microsoft.Crm.Reporting.DataExtensionShim.Common.ReportExecutionException: The remote server returned an error: (407) Proxy Authentication Required.
>   at System.Net.HttpWebRequest.GetResponse()
>   at System.ServiceModel.Description.MetadataExchangeClient.MetadataLocationRetriever.DownloadMetadata(TimeoutHelper timeoutHelper)
>   at System.ServiceModel.Description.MetadataExchangeClient.MetadataRetriever.Retrieve(TimeoutHelper timeoutHelper)

First, please make sure you are using the right version of Microsoft Dynamics CRM 2011 Report Authoring Extension
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=64a09b75-8376-4b9d-aea3-8a83a1837c4d
Second, please make sure the connection string is correct, for CRM online,
The connection string should be: <ServerURL>;<OrganizationUniqueName>;<HomeRealmURL>
In this connection string, only <ServerURL> is mandatory.
For more details, please refer to
http://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/help/how_rpt_customcreatefetchrs.htm
Please remember to click “Mark as Answer” on the post that helps you. Jackie Chen, Microsoft Online Community Support

CRM 2011 Outlook Client not showing all columns in Opportunity Views

Versions:
CRM: 2011 On-Premise - 5.0.9688.1533
Outlook: 2010 Professional - 14.0.6122.5000 32bit
CRM Client for Outlook: 5.0.9690.1992
Basic Problem
The Outlook Client views that show up in Opportunities do not have all the columns that are in the view.
Some of the views do, but not all of them.
Example:
View Name: Won Opportunities
Columns in view: Created on, Location, Quote Type, Scope of Work, Quote Number, Booked Sale Date.....8 other
columns (many custom columns)
Columns in View in Outlook: Icon, Quote Number, Categories, Flag....thats all.
Other Notes
This only happens in the Opportunity section of the Outlook Client.
This does not happen in advanced find in Outlook or anywhere in the web client. This does not happen for any other entity.
This happens on all of our users Outlook clients.
I have tried recreating the view.
No error messages are recording in any logs that I can find.
Any ideas on why this is happening or how to fix it?
Thank you
Paul

1. Are you sure this is a System View and not a User Defined View? Can you take a screenshot of all the availalbe Outlook views when you click on the little down arrow to add a new view? Yes. See the screen shot at the bottom. It is a public
view.
2. What happens when you close the view and add it back? same results.
3. What happens when you restart Outlook? I ask because if you customized your System Views, those are only persistent for a given session. If your restart Outlook, then it should reset the View. we have tried that. and uninstalled Outlook client
and reinstalled. And uninstalled Outlook and reinstalled. Same results. The only view that works for opportunities is the Default Custom View. The strange thing is that the filters are working just fine. just not the columns.
4. A workaround - have you tried creating a new System View similar to the one you want? Yes. same results

CRM 2013 SP1 new case functions crashes

Hi,
We have an issue with a CRM 2013SP1 that has been upgraded from CRM 2011. After the SP1-upgrade the sitemap was in a bit of a mess so I reset the sitemap with XrmToolbox sitemapedito to a CRM 2013-vanilla state and then added the service management settings
page (<SubArea Id="nav_servicemanagement" ResourceId="Homepage_ServiceManagement" DescriptionResourceId="ServiceManagement_SubArea_Description" Url="/tools/servicemanagement/servicemanagement.aspx" AvailableOffline="false"
/>) in the sitemap xml manually.
Right, this made the settings page appear, but when I click on the new features I get an error and the trace says that the guid is in the wrong format (Exception of type 'System.Web.HttpUnhandledException' was thrown. ---> System.FormatException: Unrecognized
Guid format.)
When I have a look at the customizations there are no views or forms available for entitlements for example so something seems to have gone wrong in the update. It didn't help to install the SP1 again, and the SP1UR1 or SP1UR2 didn't fix this either. Has
anyone seen anything like this and how have you solved it?
Thanks
Rickard Norström Developer CRM-Konsulterna
http://www.crmkonsulterna.se
Swedish Dynamics CRM Forum: http://www.crmforum.se
My Blog: http://rickardnorstrom.blogspot.se

Hi Rickard,
I am facing the same issue after upgrading to SP1. Were you able to resolve this issue?
Regards
Manish

Can't download attachments using the MS CRM 2011 Outlook client

Hello,
I am trying to Open/Save Attachment (from Notes in Meeting Entity) in MS CRM 2011 for Outlook Client. Once I click on attachement nothing happen.
Both CRM Server (On-Premise) and Outlook client are UR13. Its ADFS deployment.
I've tried solution here:
https://social.microsoft.com/Forums/en-US/fc222e9a-f426-4c1b-adaa-84c0923576f4/cant-download-attachments-using-the-ms-crm-2013-outlook-client?forum=crm
But didn't helped.
From log files I can't get any answer:
I can download file using direct link in web browser. Also there isn't problem when downloading from CRM web app.
[2015-03-19 16:20:11.788] Process:Microsoft.Crm.Application.Outlook.WebFormsHost |Organization:00000000-0000-0000-0000-000000000000 |Thread: 1 |Category: Shared |User: 00000000-0000-0000-0000-000000000000 |Level: Verbose |ReqId: | ExceptionFilter.TryFilterAllCatch ilOffset = 0xF
at ExceptionFilter.TryFilterAllCatch(Action body, Action`1 filter) ilOffset = 0xF
at WebBrowserForm.BeforeNavigate(Object sender, DWebBrowserEvents2_BeforeNavigate2Event e) ilOffset = 0x50
at AxWebBrowser.RaiseOnBeforeNavigate2(Object sender, DWebBrowserEvents2_BeforeNavigate2Event eventArgs) ilOffset = 0x15
at AxWebBrowserEventMulticaster.BeforeNavigate2(Object pDisp, Object& uRL, Object& flags, Object& targetFrameName, Object& postData, Object& headers, Boolean& cancel) ilOffset = 0x29
at RuntimeMethodHandle.InvokeMethod(Object target, Object[] arguments, Signature sig, Boolean constructor) ilOffset = 0xFFFFFFFF
at RuntimeMethodInfo.UnsafeInvokeInternal(Object obj, Object[] parameters, Object[] arguments) ilOffset = 0x17
at RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture) ilOffset = 0x89
at UnsafeNativeMethods.DispatchMessageW(MSG& msg) ilOffset = 0xFFFFFFFF
at ComponentManager.System.Windows.Forms.UnsafeNativeMethods.IMsoComponentManager.FPushMessageLoop(IntPtr dwComponentID, Int32 reason, Int32 pvLoopData) ilOffset = 0x235
at ThreadContext.RunMessageLoopInner(Int32 reason, ApplicationContext context) ilOffset = 0x1DE
at ThreadContext.RunMessageLoop(Int32 reason, ApplicationContext context) ilOffset = 0x13
at Application.Run(Form mainForm) ilOffset = 0x11
at Program.Main(String[] args) ilOffset = 0xF0
>Before Navigation for Site https://crm11.test.cz/PCSTEST/Activities/Attachment/download.aspx?AttachmentType=5&AttachmentId={1CFBD641-0BC7-E411-AC5E-005056A10023}&IsNotesTabAttachment=1 Resetting timer

Thx for response Daniel.
Attachements are stored directly in CRM DB (in Annotation table).
I have also tried fiddler. And it looks response was OK (200). I think its problem with CRM for outlook client.

Import Fail crm 2011 to crm 2013 Legacy component issue

Hi All
We are getting issues during organization import from crm 2011 to crm 2013 , the error is
"We have detected the presence of legacy component(s) during upgrade, these components are not supported in Dynamics CRM 2013. Please refer to upgrade log file C:\Users\Administrator\AppData\Roaming\Microsoft\MSCRM\Logs\LegacyFeatureCheck.xml
for more information."
when we check log file it shows the error "ISV folder under CRM Website contains one or more files"
Even we removed everything from ISV folder , Iframe urls from app , solution which is using ISV urls ,plugins and custom workflows but still the error is same
Please help to resolve this issue .
Thank you
Sharique

Hi,
Please refer below blog having details about "Removal of the 2007 Endpoint and Legacy Features"
http://blog.simonjackson.info/2013/07/whats-changing-in-crm-2013-from-sdk.html
The following legacy Microsoft Dynamics CRM 4.0 features will be removed or will no longer be supported in the next major product release:
ISV folder support for custom web applications
Microsoft Dynamics CRM 4.0 plug-ins
Microsoft Dynamics CRM 4.0 client-side scripting
Microsoft Dynamics CRM 4.0 custom workflow activities
Also you can download a tool that can detect legacy feature on your server
http://go.microsoft.com/fwlink/p/?LinkID=309565
Entire documentation is available at below article.
http://msdn.microsoft.com/en-us/library/dn281891.aspx
Hope this helps.
Ajay Chawla

Reporting Services Configuration with CRM 2011

Hello,
I have successfully configured SharePoint 2010 and CRM 2011 in a DEV environment to use CRM 2011 reports in a SharePoint 2010 library. However, in production, this is not working due to the following:
When I try to run a CRM 2011 report in the SharePoint 2010 library, I see this error:
An error has occurred during report processing. (rsProcessingAborted)
Cannot create a connection to data source 'EMCFCRM2011'. (rsErrorOpeningConnection)
For more information about this error navigate to the report server on the local server machine, or enable remote errors
Also, the data source Test Connection returns this error:
Login failed for user 'NT AUTHORITY\ANONYMOUS LOGON
The SharePoint Integrated Report Server is on the SharePoint VM, and has account credentials (in the SharePoint configuration) that has access to the CRM 2011 databases (organization and MSCRM and ReportServer databases)
Thanks in advance,

Hi,
It looks like Reporting Services is trying to connect to SQL Server using Windows Authentication. When you try this from anywhere other then the RS server, this will require Account Delegation in order for the SQL Server to trust the windows account credentials
which the RS server is passing on to it. This is often problematic to set up as it requires (from memory) kerberos authentication, several settings on the server Active Directory accounts (for both the server accounts and the user account), and is not usable
if your users and servers are in different AD forests.
Probably the easiest solution for you would be to create a SQL login on the SQL Server, and then use RSConfig.exe on the RS Server to tell Reporting Services to always use the new SQL login, instead of Windows Authentication.
More information, please refer to the link:
http://www.experts-exchange.com/Database/Software/Q_23242435.html
Thanks,
Wendy
Wendy Li
TechNet Community Support

Multiple dev environments of CRM 2011 on one SQL 2012 server

Hello,
I have requirement to install multiple development servers of CRM 2011 which would use one SQL 2012 Server.
As you know, you need separate CRM 2011 Reporting Extensions, which means that Reporting Services (SSRS) should be installed not in SQL 2012 server but in the same server as CRM 2011. For SSRS (on CRM 2011 server) I want to use SQL 2008R2 Express (licensing
issues).
Is it possible to use SQL 2008R2 Express only for SSRS, while CRM 2011 is using SQL 2012 on different server?
I get errors while creating organization:
System.Web.Services.Protocols.SoapException: The feature: "Customizing security roles" is not supported in this edition of Reporting Services.
Environment information:
CRM 2011 on Windows Server 2008 R2. In the same server SSRS 2008 R2 on SQL 2008 R2 Express
CRM database in different machine with SQL 2012 on Windows Server 2012.
Regards,
Jonas

SQL Express is not supported for Dynamics CRM. Plus, the only way to have completely separate installations of Dynamics CRM pointing to one server for SQL is to used named instances of SQL Server on the Windows server you're installing SQL.
So you literally would have to install SQL multiple times on that one box.
Instead of going through all that effort, why not just install Dynamics CRM once, and then make multiple CRM deployments using the CRM Deployment Manager? You can make as many CRM environments as you need with a single install of Dynamics CRM. This works
great in dev environments where you need multiple instances for multiple devs. Plus, it gives you exactly one point of administration when it comes to the CRM install, and is a lot more supportable.
The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

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