Pablo Peralta's Blog

Hi,

There are many reasons why we may want to display a Report within a Dashboard. One of the most frequent reasons is usability: it’s just highly more productive just to select a Dashboard in a dropdown than having to go to the ‘Reports’ menu option, find the report you want, double click on it, indicate CRM parameters, etc. Imagine for instance, having to do this to run a report with prices in order to quickly find one several times in a workday.

So, I am making it easily accessible some very frequently used reports (in my case, related to prices) as Dashboards and sharing below the steps so you can do it on your projects too:

1. Run the report you want to display in a Dashboard.

2. Press F11 or Ctrl+N to get the Url of the report. Copy the URL.

3. Create a New Dashboard. Don’t worry about the layout, you will modify it completely in next steps.

4. Remove all objects created by default and insert an IFRAME in the Dashboard.

5.  Paste the above Url after making the following adjustments to it:

• Remove “http://myserver/myorg” . This will make your url relative.
• Replace “?action=filter” with “?action=run”. This will bypass the first step before running the report where CRM asks for some parameters.

for instance, if the original url was:

http://crm-vm/MyOrg/crmreports/viewer/viewer.aspx?action=filter&helpID=My%20Report%20Name.rdl&id=%7bE70C6DCA-31FF-E011-807F-000C293AE41E%7d

..then, you should write:

/crmreports/viewer/viewer.aspx?action=run&helpID=My%20Report%20Name.rdl&id=%7bE70C6DCA-31FF-E011-807F-000C293AE41E%7d

6. Also, clear checkbox ‘Restrict cross-frame scripting’ . At least in my case I had to do that to make it work.

7. Use the buttons ‘Increase Width’ and ‘Increase Height’ so as to make the IFRAME fill the whole page of your Dashboard (or just the space it’s supposed to need).

8. Save & Close the Dashboard.

9. Publish the Dashboard.

10. Try It! :) . You should see your Dashboard listed in the available dashboards and the report once it’s selected. You would probably need to make more minor adjustments to size / layout but at this point you should have achieved the main purpose which is displaying the report ;).

Hope it helps,

PP [twitter: @pabloperalta]

Hi,

It’s pretty annoying getting this error when configuring Dynamics CRM Client for Outlook to work with our organization:

Today I faced it again and found this forum thread where I replied with some steps to sort this problem out. Some other friends experienced the same and also, had to search for that thread.

So, I thought it would be easier to find the steps again if I blogged here. Hence, the steps that worked for me to sort this out are:

1. Check all the machines are in the same domain?

2. What about IIS? Are bindings OK? CRM web works fine?

3. This url resolves? http://<yourcrmserver>/XRMServices/2011/Discovery.svc

4. Credentials are saved in the Windows Credentials storage for the user?

5. Maybe you can uninstall the client, then make sure the registry keys are cleaned up at

HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient

HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM

HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM_Setup

HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRMClient

HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\MSCRM

HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\MSCRM_Setup

HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\MSCRMClient

..then reinstall and see if the client connects correctly.

Also, bear in mind that if you are trying through VPN, there may be something in the middle restricting the traffic. Make sure to monitor the traffic / talk to IT people so as to properly set firewall and network settings.

Hope this may help you out,

PP [twitter: @pabloperalta]

Hi,

I just faced this error today with a user trying to save an opportunity:

Log:

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: SecLib::AccessCheckEx failed. Returned hr = -2147187962, ObjectID: 2c4c9b7e-7fdd-e011-9618-000c293ae41e, OwnerId: 27b64630-6bb4-e011-85d8-000c293ae41e,  OwnerIdType: 9 and CallingUser: 18882994-ccab-e011-b67a-000c293ae41e. ObjectTypeCode: 1, objectBusinessUnitId: fc0de504-329c-e011-bbbb-000c2937b663, AccessRights: AppendToAccess Detail:
<OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">
  <ErrorCode>-2147187962</ErrorCode>
  <ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />
  <Message>SecLib::AccessCheckEx failed. Returned hr = -2147187962, ObjectID: 2c4c9b7e-7fdd-e011-9618-000c293ae41e, OwnerId: 27b64630-6bb4-e011-85d8-000c293ae41e,  OwnerIdType: 9 and CallingUser: 18882994-ccab-e011-b67a-000c293ae41e. ObjectTypeCode: 1, objectBusinessUnitId: fc0de504-329c-e011-bbbb-000c2937b663, AccessRights: AppendToAccess </Message>
  <Timestamp>2011-10-05T19:41:01.7080238Z</Timestamp>
  <InnerFault i:nil="true" />
  <TraceText i:nil="true" />
</OrganizationServiceFault>

Cause

After reviewing the security role he belongs to, I finally understood what the problem was:

• I had imported Accounts and assigned them to a Team (called ‘All’ btw) which belonged to the main Business Unit in the system. (this was because it was not possible to assign owners at the moment of the import, so, Accounts needed to be available to everyone and not assigned to someone specific)
• The user trying to save the opportunity belonged to a child BU and was assigned a role which had AppendTo privileges for Account entity at the BU scope:

• So, the opportunity couldn’t be saved because the Account which was selected as Parent Customer within the opp is owned by a Team in a Parent BU and AppendTo privilege was set up just at a BU scope, so privileges were insufficient.

Solution

• So, my solution was to assign user’s role AppendTo privileges at the Organization scope so the user could be able to select any Account within the system to append the opportunity to.

Hope it helps to save you some time in sorting out a similar problem.

PP [twitter: @pabloperalta]