Discussion:
"Filtered" Views Behavior in CRM 4.0
(too old to reply)
luai7
2008-05-23 14:06:03 UTC
Permalink
We have recently upgraded our CRM3.0 to CRM4.0 on a test machine for
evaluation purposes.

We used to use some of those built in "Filtered..." views in CRM to obtain
certain formatted data.

During my investigation I found that these are not operating as expected in
CRM 4.0.

I will give an example:

We used to access a view named: "FilteredQuote" , this used to display a lot
of summarized information about quotes including FreightTermNames

I discovered that all those "CodePLTable" such as FreightTermsCodePLTable,
that suppose to return the label (name or caption) equivalent to a specific
code number are now returning NULL!

I am really confused !! What should I do??!!
Joel CustomerEffective
2008-05-24 11:52:17 UTC
Permalink
In the Filtered View Filtered Quote, the name of the Freight Terms Code can
be found in FreightTermsCodeName.

This will reflect the name of the values for quotes in the database. If you
don't have Freight Terms Codes recorded on your quotes, you will see null
values when you query this view.
Post by luai7
We have recently upgraded our CRM3.0 to CRM4.0 on a test machine for
evaluation purposes.
We used to use some of those built in "Filtered..." views in CRM to obtain
certain formatted data.
During my investigation I found that these are not operating as expected in
CRM 4.0.
We used to access a view named: "FilteredQuote" , this used to display a lot
of summarized information about quotes including FreightTermNames
I discovered that all those "CodePLTable" such as FreightTermsCodePLTable,
that suppose to return the label (name or caption) equivalent to a specific
code number are now returning NULL!
I am really confused !! What should I do??!!
luai7
2008-05-25 10:03:01 UTC
Permalink
Hi Joel,

In fact I already verified that the "FreightTermsCode" values existied in
the view and validated correctly against the StringsMap table.

So, how can I solve this issue?!

By the way, I found that this problem exists for all those Filtered views
that suppose to display a codename for a particular code !!

Could this be an issue in upgrading from CRM 3.0 to CRM 4.0 ??!!!

Mind you , I did not get any error or warning during the upgrade procedure
as all went really well.

Please somebody help as this is an urgent issue.....
Post by Joel CustomerEffective
In the Filtered View Filtered Quote, the name of the Freight Terms Code can
be found in FreightTermsCodeName.
This will reflect the name of the values for quotes in the database. If you
don't have Freight Terms Codes recorded on your quotes, you will see null
values when you query this view.
Post by luai7
We have recently upgraded our CRM3.0 to CRM4.0 on a test machine for
evaluation purposes.
We used to use some of those built in "Filtered..." views in CRM to obtain
certain formatted data.
During my investigation I found that these are not operating as expected in
CRM 4.0.
We used to access a view named: "FilteredQuote" , this used to display a lot
of summarized information about quotes including FreightTermNames
I discovered that all those "CodePLTable" such as FreightTermsCodePLTable,
that suppose to return the label (name or caption) equivalent to a specific
code number are now returning NULL!
I am really confused !! What should I do??!!
Joel CustomerEffective
2008-05-25 11:14:01 UTC
Permalink
What I'm trying to say is that if you use the Filtered Views, you don't have
to join to the stringmaps table because everything is included in the
filtered view. For every picklist attribute like Freighttermscode, there is
another field in the view that ends in "name" that gives you the name of the
code. The same is true for lookup attributes.

For example:
select name, accountidname, freighttermscodename
from FilteredQuote

gets me the following results:

Quote for stuff 1 ABC Level Test Company NULL
Test 1 ABC Level Test Company FOB
test 1 ABC Level Test Company NULL
New quote Bowater NULL

I didn't have to join with another table to retrieve the name of the
account, or the name of the freight terms code. You will note that only
one of the freighttermcode's has a value. The reason is that on 3 out of the
4 quotes in my database, only one of them has a value selected in
freighttermscode.

This is how the filtered views are supposed to work, and it is great that
they do, because it makes life a lot easier.

If you include data from the tables in your reports, you also risk giving
someone access to data that their security role does not permit them to see.
The FilteredViews reflect CRM security.
Post by luai7
Hi Joel,
In fact I already verified that the "FreightTermsCode" values existied in
the view and validated correctly against the StringsMap table.
So, how can I solve this issue?!
By the way, I found that this problem exists for all those Filtered views
that suppose to display a codename for a particular code !!
Could this be an issue in upgrading from CRM 3.0 to CRM 4.0 ??!!!
Mind you , I did not get any error or warning during the upgrade procedure
as all went really well.
Please somebody help as this is an urgent issue.....
Post by Joel CustomerEffective
In the Filtered View Filtered Quote, the name of the Freight Terms Code can
be found in FreightTermsCodeName.
This will reflect the name of the values for quotes in the database. If you
don't have Freight Terms Codes recorded on your quotes, you will see null
values when you query this view.
Post by luai7
We have recently upgraded our CRM3.0 to CRM4.0 on a test machine for
evaluation purposes.
We used to use some of those built in "Filtered..." views in CRM to obtain
certain formatted data.
During my investigation I found that these are not operating as expected in
CRM 4.0.
We used to access a view named: "FilteredQuote" , this used to display a lot
of summarized information about quotes including FreightTermNames
I discovered that all those "CodePLTable" such as FreightTermsCodePLTable,
that suppose to return the label (name or caption) equivalent to a specific
code number are now returning NULL!
I am really confused !! What should I do??!!
luai7
2008-05-25 15:49:01 UTC
Permalink
Hi again,

I understand your point... What I am saying is that this thing was working
perfectly allright for me in CRM 3.0 but after I upgraded to CRM 4.0 it is
not!! ... All codenames are returned as NULLs although a valid code exists
for each quote record!! In fact the FreightTerms is a mandatory field so it
cannot be NULL and I verified their values from the database which is indeed
the case!!

The question is, could this be an issue (A bug) in upgrading from CRM3.0 to
CRM4.0.

By the way, I performed a repair and uninstalled re-installed everything
again but the same problem still exists.

I need someone from Microsoft please to verify this issue... It is halting
our CRM4.0 deployment. Top management and users are getting really angry
:-((( We were suppose to move from test (evaluation) of CRM 4.0 to production
by the end of next week, but after I discovered this problem I am not really
sure :-(((

Please... Please ................ heeeeeeeeeeelp
Post by Joel CustomerEffective
What I'm trying to say is that if you use the Filtered Views, you don't have
to join to the stringmaps table because everything is included in the
filtered view. For every picklist attribute like Freighttermscode, there is
another field in the view that ends in "name" that gives you the name of the
code. The same is true for lookup attributes.
select name, accountidname, freighttermscodename
from FilteredQuote
Quote for stuff 1 ABC Level Test Company NULL
Test 1 ABC Level Test Company FOB
test 1 ABC Level Test Company NULL
New quote Bowater NULL
I didn't have to join with another table to retrieve the name of the
account, or the name of the freight terms code. You will note that only
one of the freighttermcode's has a value. The reason is that on 3 out of the
4 quotes in my database, only one of them has a value selected in
freighttermscode.
This is how the filtered views are supposed to work, and it is great that
they do, because it makes life a lot easier.
If you include data from the tables in your reports, you also risk giving
someone access to data that their security role does not permit them to see.
The FilteredViews reflect CRM security.
Post by luai7
Hi Joel,
In fact I already verified that the "FreightTermsCode" values existied in
the view and validated correctly against the StringsMap table.
So, how can I solve this issue?!
By the way, I found that this problem exists for all those Filtered views
that suppose to display a codename for a particular code !!
Could this be an issue in upgrading from CRM 3.0 to CRM 4.0 ??!!!
Mind you , I did not get any error or warning during the upgrade procedure
as all went really well.
Please somebody help as this is an urgent issue.....
Post by Joel CustomerEffective
In the Filtered View Filtered Quote, the name of the Freight Terms Code can
be found in FreightTermsCodeName.
This will reflect the name of the values for quotes in the database. If you
don't have Freight Terms Codes recorded on your quotes, you will see null
values when you query this view.
Post by luai7
We have recently upgraded our CRM3.0 to CRM4.0 on a test machine for
evaluation purposes.
We used to use some of those built in "Filtered..." views in CRM to obtain
certain formatted data.
During my investigation I found that these are not operating as expected in
CRM 4.0.
We used to access a view named: "FilteredQuote" , this used to display a lot
of summarized information about quotes including FreightTermNames
I discovered that all those "CodePLTable" such as FreightTermsCodePLTable,
that suppose to return the label (name or caption) equivalent to a specific
code number are now returning NULL!
I am really confused !! What should I do??!!
The Office Guy
2008-06-06 18:13:09 UTC
Permalink
Is there any update on this issue? I am running into the same issue.

This worked fine on the development server. However, when I deployed my
customizations on a different server, this issue showed up.

This is a critical issue. Please help!
Post by luai7
Hi again,
I understand your point... What I am saying is that this thing was working
perfectly allright for me in CRM 3.0 but after I upgraded to CRM 4.0 it is
not!! ... All codenames are returned as NULLs although a valid code exists
for each quote record!! In fact the FreightTerms is a mandatory field so it
cannot be NULL and I verified their values from the database which is indeed
the case!!
The question is, could this be an issue (A bug) in upgrading from CRM3.0 to
CRM4.0.
By the way, I performed a repair and uninstalled re-installed everything
again but the same problem still exists.
I need someone from Microsoft please to verify this issue... It is halting
our CRM4.0 deployment. Top management and users are getting really angry
:-((( We were suppose to move from test (evaluation) of CRM 4.0 to production
by the end of next week, but after I discovered this problem I am not really
sure :-(((
Please... Please ................ heeeeeeeeeeelp
Post by Joel CustomerEffective
What I'm trying to say is that if you use the Filtered Views, you don't have
to join to the stringmaps table because everything is included in the
filtered view. For every picklist attribute like Freighttermscode, there is
another field in the view that ends in "name" that gives you the name of the
code. The same is true for lookup attributes.
select name, accountidname, freighttermscodename
from FilteredQuote
Quote for stuff 1 ABC Level Test Company NULL
Test 1 ABC Level Test Company FOB
test 1 ABC Level Test Company NULL
New quote Bowater NULL
I didn't have to join with another table to retrieve the name of the
account, or the name of the freight terms code. You will note that only
one of the freighttermcode's has a value. The reason is that on 3 out of the
4 quotes in my database, only one of them has a value selected in
freighttermscode.
This is how the filtered views are supposed to work, and it is great that
they do, because it makes life a lot easier.
If you include data from the tables in your reports, you also risk giving
someone access to data that their security role does not permit them to see.
The FilteredViews reflect CRM security.
Post by luai7
Hi Joel,
In fact I already verified that the "FreightTermsCode" values existied in
the view and validated correctly against the StringsMap table.
So, how can I solve this issue?!
By the way, I found that this problem exists for all those Filtered views
that suppose to display a codename for a particular code !!
Could this be an issue in upgrading from CRM 3.0 to CRM 4.0 ??!!!
Mind you , I did not get any error or warning during the upgrade procedure
as all went really well.
Please somebody help as this is an urgent issue.....
Post by Joel CustomerEffective
In the Filtered View Filtered Quote, the name of the Freight Terms Code can
be found in FreightTermsCodeName.
This will reflect the name of the values for quotes in the database. If you
don't have Freight Terms Codes recorded on your quotes, you will see null
values when you query this view.
Post by luai7
We have recently upgraded our CRM3.0 to CRM4.0 on a test machine for
evaluation purposes.
We used to use some of those built in "Filtered..." views in CRM to obtain
certain formatted data.
During my investigation I found that these are not operating as expected in
CRM 4.0.
We used to access a view named: "FilteredQuote" , this used to display a lot
of summarized information about quotes including FreightTermNames
I discovered that all those "CodePLTable" such as FreightTermsCodePLTable,
that suppose to return the label (name or caption) equivalent to a specific
code number are now returning NULL!
I am really confused !! What should I do??!!
The Office Guy
2008-06-06 19:08:02 UTC
Permalink
This seems to be related to the way CRM 4.0 authenticates SQL users.

When you run the report using CRM UI, the values show up fine. However, when
you run the query directly against SQL Server, the values show up as NULL.

If you run the SQL queries as Administrator on the server, the values show
up fine too.
Post by The Office Guy
Is there any update on this issue? I am running into the same issue.
This worked fine on the development server. However, when I deployed my
customizations on a different server, this issue showed up.
This is a critical issue. Please help!
Post by luai7
Hi again,
I understand your point... What I am saying is that this thing was working
perfectly allright for me in CRM 3.0 but after I upgraded to CRM 4.0 it is
not!! ... All codenames are returned as NULLs although a valid code exists
for each quote record!! In fact the FreightTerms is a mandatory field so it
cannot be NULL and I verified their values from the database which is indeed
the case!!
The question is, could this be an issue (A bug) in upgrading from CRM3.0 to
CRM4.0.
By the way, I performed a repair and uninstalled re-installed everything
again but the same problem still exists.
I need someone from Microsoft please to verify this issue... It is halting
our CRM4.0 deployment. Top management and users are getting really angry
:-((( We were suppose to move from test (evaluation) of CRM 4.0 to production
by the end of next week, but after I discovered this problem I am not really
sure :-(((
Please... Please ................ heeeeeeeeeeelp
Post by Joel CustomerEffective
What I'm trying to say is that if you use the Filtered Views, you don't have
to join to the stringmaps table because everything is included in the
filtered view. For every picklist attribute like Freighttermscode, there is
another field in the view that ends in "name" that gives you the name of the
code. The same is true for lookup attributes.
select name, accountidname, freighttermscodename
from FilteredQuote
Quote for stuff 1 ABC Level Test Company NULL
Test 1 ABC Level Test Company FOB
test 1 ABC Level Test Company NULL
New quote Bowater NULL
I didn't have to join with another table to retrieve the name of the
account, or the name of the freight terms code. You will note that only
one of the freighttermcode's has a value. The reason is that on 3 out of the
4 quotes in my database, only one of them has a value selected in
freighttermscode.
This is how the filtered views are supposed to work, and it is great that
they do, because it makes life a lot easier.
If you include data from the tables in your reports, you also risk giving
someone access to data that their security role does not permit them to see.
The FilteredViews reflect CRM security.
Post by luai7
Hi Joel,
In fact I already verified that the "FreightTermsCode" values existied in
the view and validated correctly against the StringsMap table.
So, how can I solve this issue?!
By the way, I found that this problem exists for all those Filtered views
that suppose to display a codename for a particular code !!
Could this be an issue in upgrading from CRM 3.0 to CRM 4.0 ??!!!
Mind you , I did not get any error or warning during the upgrade procedure
as all went really well.
Please somebody help as this is an urgent issue.....
Post by Joel CustomerEffective
In the Filtered View Filtered Quote, the name of the Freight Terms Code can
be found in FreightTermsCodeName.
This will reflect the name of the values for quotes in the database. If you
don't have Freight Terms Codes recorded on your quotes, you will see null
values when you query this view.
Post by luai7
We have recently upgraded our CRM3.0 to CRM4.0 on a test machine for
evaluation purposes.
We used to use some of those built in "Filtered..." views in CRM to obtain
certain formatted data.
During my investigation I found that these are not operating as expected in
CRM 4.0.
We used to access a view named: "FilteredQuote" , this used to display a lot
of summarized information about quotes including FreightTermNames
I discovered that all those "CodePLTable" such as FreightTermsCodePLTable,
that suppose to return the label (name or caption) equivalent to a specific
code number are now returning NULL!
I am really confused !! What should I do??!!
luai7
2008-06-08 09:26:01 UTC
Permalink
This seems to me like a bug!!

Does anybody know if there is a fix available from Microsoft regarding this
issue?
Post by The Office Guy
This seems to be related to the way CRM 4.0 authenticates SQL users.
When you run the report using CRM UI, the values show up fine. However, when
you run the query directly against SQL Server, the values show up as NULL.
If you run the SQL queries as Administrator on the server, the values show
up fine too.
Post by The Office Guy
Is there any update on this issue? I am running into the same issue.
This worked fine on the development server. However, when I deployed my
customizations on a different server, this issue showed up.
This is a critical issue. Please help!
Post by luai7
Hi again,
I understand your point... What I am saying is that this thing was working
perfectly allright for me in CRM 3.0 but after I upgraded to CRM 4.0 it is
not!! ... All codenames are returned as NULLs although a valid code exists
for each quote record!! In fact the FreightTerms is a mandatory field so it
cannot be NULL and I verified their values from the database which is indeed
the case!!
The question is, could this be an issue (A bug) in upgrading from CRM3.0 to
CRM4.0.
By the way, I performed a repair and uninstalled re-installed everything
again but the same problem still exists.
I need someone from Microsoft please to verify this issue... It is halting
our CRM4.0 deployment. Top management and users are getting really angry
:-((( We were suppose to move from test (evaluation) of CRM 4.0 to production
by the end of next week, but after I discovered this problem I am not really
sure :-(((
Please... Please ................ heeeeeeeeeeelp
Post by Joel CustomerEffective
What I'm trying to say is that if you use the Filtered Views, you don't have
to join to the stringmaps table because everything is included in the
filtered view. For every picklist attribute like Freighttermscode, there is
another field in the view that ends in "name" that gives you the name of the
code. The same is true for lookup attributes.
select name, accountidname, freighttermscodename
from FilteredQuote
Quote for stuff 1 ABC Level Test Company NULL
Test 1 ABC Level Test Company FOB
test 1 ABC Level Test Company NULL
New quote Bowater NULL
I didn't have to join with another table to retrieve the name of the
account, or the name of the freight terms code. You will note that only
one of the freighttermcode's has a value. The reason is that on 3 out of the
4 quotes in my database, only one of them has a value selected in
freighttermscode.
This is how the filtered views are supposed to work, and it is great that
they do, because it makes life a lot easier.
If you include data from the tables in your reports, you also risk giving
someone access to data that their security role does not permit them to see.
The FilteredViews reflect CRM security.
Post by luai7
Hi Joel,
In fact I already verified that the "FreightTermsCode" values existied in
the view and validated correctly against the StringsMap table.
So, how can I solve this issue?!
By the way, I found that this problem exists for all those Filtered views
that suppose to display a codename for a particular code !!
Could this be an issue in upgrading from CRM 3.0 to CRM 4.0 ??!!!
Mind you , I did not get any error or warning during the upgrade procedure
as all went really well.
Please somebody help as this is an urgent issue.....
Post by Joel CustomerEffective
In the Filtered View Filtered Quote, the name of the Freight Terms Code can
be found in FreightTermsCodeName.
This will reflect the name of the values for quotes in the database. If you
don't have Freight Terms Codes recorded on your quotes, you will see null
values when you query this view.
Post by luai7
We have recently upgraded our CRM3.0 to CRM4.0 on a test machine for
evaluation purposes.
We used to use some of those built in "Filtered..." views in CRM to obtain
certain formatted data.
During my investigation I found that these are not operating as expected in
CRM 4.0.
We used to access a view named: "FilteredQuote" , this used to display a lot
of summarized information about quotes including FreightTermNames
I discovered that all those "CodePLTable" such as FreightTermsCodePLTable,
that suppose to return the label (name or caption) equivalent to a specific
code number are now returning NULL!
I am really confused !! What should I do??!!
Martin
2008-06-21 10:19:01 UTC
Permalink
Anyone made any progress on this? Interestingly the fieldname'name'
data comes through when logged into CRM UI on the server as
administrator, AND interestingly, when logged into CRM on a CLIENT
machine as the server/domain admin account, but not as a domain user/
crm user. Hence i'm thinking that somewhere in the SQL permissions the
administrator user seems to have the necessary SQL/Reporting Services
permissions that an ordinary user does not (this seems to have nothing
to do with the CRM security settings as a standard domain user with
CRM Admin privileges also gets null values, i.e. The CRM user
permissions make no difference, it seems to be the server/domain user
permissions that make the difference). Unfortunately i'm not confident
enough in SQL to start messing with the security in there. Anyone?

Martin.
Nui
2008-06-30 12:13:00 UTC
Permalink
Hi,

I'm experiencing similar problems:

I've created a custom entity and want to display some information from this
entity and from the contact entity in a report.

The report is created in Visual Studio using filtered views, and is working
perfectly when I, as an admin, run the report in CRM. However, when a user
without SQL admin runs the report, the fields from the custom entity does not
show (are blank). The user is of course given access to the custom entity in
CRM.

Blank fields from the custom entity even occurs when the user is given
system administration rights in CRM.

Any ideas of how to fix this, anyone?

-Nui
Post by Martin
Anyone made any progress on this? Interestingly the fieldname'name'
data comes through when logged into CRM UI on the server as
administrator, AND interestingly, when logged into CRM on a CLIENT
machine as the server/domain admin account, but not as a domain user/
crm user. Hence i'm thinking that somewhere in the SQL permissions the
administrator user seems to have the necessary SQL/Reporting Services
permissions that an ordinary user does not (this seems to have nothing
to do with the CRM security settings as a standard domain user with
CRM Admin privileges also gets null values, i.e. The CRM user
permissions make no difference, it seems to be the server/domain user
permissions that make the difference). Unfortunately i'm not confident
enough in SQL to start messing with the security in there. Anyone?
Martin.
Scott Moore: JourneyTEAM - EASI
2008-06-30 15:34:41 UTC
Permalink
Post by Nui
Hi,
I've created a custom entity and want to display some information from this
entity and from the contact entity in a report.
The report is created in Visual Studio using filtered views, and is working
perfectly when I, as an admin, run the report in CRM. However, when a user
without SQL admin runs the report, the fields from the custom entity does not
show (are blank). The user is of course given access to the custom entity in
CRM.
Blank fields from the custom entity even occurs when the user is given
system administration rights in CRM.
Any ideas of how to fix this, anyone?
-Nui
Post by Martin
Anyone made any progress on this? Interestingly the fieldname'name'
data comes through when logged into CRM UI on the server as
administrator, AND interestingly, when logged into CRM on a CLIENT
machine as the server/domain admin account, but not as a domain user/
crm user. Hence i'm thinking that somewhere in the SQL permissions the
administrator user seems to have the necessary SQL/Reporting Services
permissions that an ordinary user does not (this seems to have nothing
to do with the CRM security settings as a standard domain user with
CRM Admin privileges also gets null values, i.e. The CRM user
permissions make no difference, it seems to be the server/domain user
permissions that make the difference). Unfortunately i'm not confident
enough in SQL to start messing with the security in there. Anyone?
Martin.- Hide quoted text -
- Show quoted text -
I would be interested in seeing the SQL Commands that are being used.
Also, can you verify that the SQL Reporting Group is listed in both
the report server security area and that the value that is listed in
the report server area matches that used in the CRM OU in active
directory and in SQL Server; what permissions are given. What user is
your instance of reporting services running under? What permissions
are given to that user in the reporting services security? Has anyone
tried executing a SQL statement while logged in as a CRM users via the
SQL Server Management Studio (or use Excel if that's easier); do the
filtered views appear...do results appear while executing your select
command against the CRM filtered views?

Scott
www.easiintl.com
Nui
2008-08-04 13:09:02 UTC
Permalink
Hi again,

I will do my best to answer your questions.

Before I answer them, I just figured out that not all fields from the custom
entities are blank. The fields which show as blank are picklists in CRM,
while a field which is ntext (as attribute in CRM) is shown. I am not sure
whether the questions you asked are still relevant since only some fields are
blank, but I will answer those that I think I know how to answer.


1. I would be interested in seeing the SQL Commands that are being used.

SELECT
CRMAF_FilteredNy_tjenesteomrde.ny_tjenesteomradeidname,
CRMAF_FilteredNy_tjenesteomrde.ny_tjenestername,
CRMAF_FilteredNy_tjenesteomrde.ny_kundetjenestestatusname,
CRMAF_FilteredNy_tjenesteomrde.ny_beskrivelse,
CRMAF_FilteredAccount.address1_city,
CRMAF_FilteredAccount.address1_line1,
CRMAF_FilteredAccount.address1_postofficebox,
CRMAF_FilteredAccount.address1_postalcode

FROM

FilteredNy_tjenesteomrde AS CRMAF_FilteredNy_tjenesteomrde,
FilteredAccount AS CRMAF_FilteredAccount

WHERE

CRMAF_FilteredNy_tjenesteomrde.ny_tjenesteomradeid=CRMAF_Filteredaccount.accountid

2. The SQL Reporting Group is listed in both the report server security area
and this value matches the CRM OU in Active Directory.

3. and 4. As of which user the instance of reporting services is running
under, I'm really not sure of how to do this.

5. When executing the SQL statement while logged in as a CRM user via the
SQL Server Management Studio, the results show Null in the fields where the
picklists are supposed to be. The other fields shows up, as it is supposed
to.

-Nui-
unknown
2009-09-30 08:16:43 UTC
Permalink
I know it's been a long time since this topic was opened but I have the same issue...

Did soomeone fix it?

With a specific user I have null "values" in every field related to the "Stringmap" Table whereas it I get the correct values with another user...

Thanks.



Nu wrote:

Re: "Filtered" Views Behavior in CRM 4.0
04-Aug-08

Hi again

I will do my best to answer your questions.

Before I answer them, I just figured out that not all fields from the custom
entities are blank. The fields which show as blank are picklists in CRM,
while a field which is ntext (as attribute in CRM) is shown. I am not sure
whether the questions you asked are still relevant since only some fields are
blank, but I will answer those that I think I know how to answer

1. I would be interested in seeing the SQL Commands that are being used.

SELECT
CRMAF_FilteredNy_tjenesteomrde.ny_tjenesteomradeidname,
CRMAF_FilteredNy_tjenesteomrde.ny_tjenestername,
CRMAF_FilteredNy_tjenesteomrde.ny_kundetjenestestatusname,
CRMAF_FilteredNy_tjenesteomrde.ny_beskrivelse,
CRMAF_FilteredAccount.address1_city,
CRMAF_FilteredAccount.address1_line1,
CRMAF_FilteredAccount.address1_postofficebox
CRMAF_FilteredAccount.address1_postalcod

FROM

FilteredNy_tjenesteomrde AS CRMAF_FilteredNy_tjenesteomrde,
FilteredAccount AS CRMAF_FilteredAccount

WHERE

CRMAF_FilteredNy_tjenesteomrde.ny_tjenesteomradeid=CRMAF_Filteredaccount.accounti

2. The SQL Reporting Group is listed in both the report server security area
and this value matches the CRM OU in Active Directory.

3. and 4. As of which user the instance of reporting services is running
under, I'm really not sure of how to do this.

5. When executing the SQL statement while logged in as a CRM user via the
SQL Server Management Studio, the results show Null in the fields where the
picklists are supposed to be. The other fields shows up, as it is supposed
to.

-Nui-

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RJGiskard
2009-11-05 14:49:56 UTC
Permalink
I've been investigating what I think is this very issue - we have a
few users that user SQL Server Reporting Services that we getting
blank values for the picklist names. After a bit of trial and error
with a few test accounts, I found that the picklist names are blank
for users that *haven't* run the Outlook Plug-in for CRM and had
Outlook connect to the database. After their Outlook is configured and
successfully connects the first time, the picklist names are populated
properly.

So it seems the that the plug-in does something to the CRM logon
during the connection process that enables the picklist names in the
CRM filtered views.
RJGiskard
2009-11-05 14:55:21 UTC
Permalink
Found the following link, which provides a better explanation:

http://blog.customereffective.com/blog/2009/04/filtered-views-and-picklist-labels.html

Looks like you can probably getting away with just having the user
connect using the web interface.
Post by RJGiskard
I've been investigating what I think is this very issue - we have a
few users that user SQL Server Reporting Services that we getting
blank values for the picklist names. After a bit of trial and error
with a few test accounts, I found that the picklist names are blank
for users that *haven't* run the Outlook Plug-in forCRMand had
Outlook connect to the database. After their Outlook is configured and
successfully connects the first time, the picklist names are populated
properly.
So it seems the that the plug-in does something to theCRMlogon
during the connection process that enables the picklist names in theCRMfilteredviews.
bunny bugs
2010-07-26 13:11:11 UTC
Permalink
Hi everybody,

I have the same issue, how can I fix this?
Please I do need help, I'm working on this issue for days now ... I've no idea.

Thanks so much for your help,




Franck G wrote:

Same here
30-Sep-09

I know it is been a long time since this topic was opened but I have the same issue..

Did soomeone fix it

With a specific user I have null "values" in every field related to the "Stringmap" Table whereas it I get the correct values with another user..

Thanks


Nu wrote

Re: "Filtered" Views Behavior in CRM 4.
04-Aug-0

Hi again

I will do my best to answer your questions

Before I answer them, I just figured out that not all fields from the custo
entities are blank. The fields which show as blank are picklists in CRM
while a field which is ntext (as attribute in CRM) is shown. I am not sur
whether the questions you asked are still relevant since only some fields ar
blank, but I will answer those that I think I know how to answer

1. I would be interested in seeing the SQL Commands that are being used

SELEC
CRMAF_FilteredNy_tjenesteomrde.ny_tjenesteomradeidname
CRMAF_FilteredNy_tjenesteomrde.ny_tjenestername
CRMAF_FilteredNy_tjenesteomrde.ny_kundetjenestestatusname
CRMAF_FilteredNy_tjenesteomrde.ny_beskrivelse
CRMAF_FilteredAccount.address1_city
CRMAF_FilteredAccount.address1_line1
CRMAF_FilteredAccount.address1_postofficebox
CRMAF_FilteredAccount.address1_postalcod

FRO

FilteredNy_tjenesteomrde AS CRMAF_FilteredNy_tjenesteomrde
FilteredAccount AS CRMAF_FilteredAccoun

WHER

CRMAF_FilteredNy_tjenesteomrde.ny_tjenesteomradeid=CRMAF_Filteredaccount.accounti

2. The SQL Reporting Group is listed in both the report server security are
and this value matches the CRM OU in Active Directory

3. and 4. As of which user the instance of reporting services is runnin
under, I am really not sure of how to do this

5. When executing the SQL statement while logged in as a CRM user via th
SQL Server Management Studio, the results show Null in the fields where th
picklists are supposed to be. The other fields shows up, as it is suppose
to

-Nui

EggHeadCafe - Software Developer Portal of Choic
WPF DataGrid Custom Paging and Sortin
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Previous Posts In This Thread:

On Friday, May 23, 2008 10:06 AM
luai wrote:

"Filtered" Views Behavior in CRM 4.0
We have recently upgraded our CRM3.0 to CRM4.0 on a test machine for
evaluation purposes

We used to use some of those built in "Filtered..." views in CRM to obtain
certain formatted data

During my investigation I found that these are not operating as expected in
CRM 4.0

I will give an example:

We used to access a view named: "FilteredQuote" , this used to display a lot
of summarized information about quotes including FreightTermName

I discovered that all those "CodePLTable" such as FreightTermsCodePLTable,
that suppose to return the label (name or caption) equivalent to a specific
code number are now returning NULL!

I am really confused !! What should I do??!!

On Saturday, May 24, 2008 7:52 AM
JoelCustomerEffectiv wrote:

In the Filtered View Filtered Quote, the name of the Freight Terms Code can be
In the Filtered View Filtered Quote, the name of the Freight Terms Code can
be found in FreightTermsCodeName

This will reflect the name of the values for quotes in the database. If you
don't have Freight Terms Codes recorded on your quotes, you will see null
values when you query this view

"luai7" wrote:

On Sunday, May 25, 2008 6:03 AM
luai wrote:

Hi Joel,In fact I already verified that the "FreightTermsCode" values existied
Hi Joel

In fact I already verified that the "FreightTermsCode" values existied in
the view and validated correctly against the StringsMap table

So, how can I solve this issue?

By the way, I found that this problem exists for all those Filtered views
that suppose to display a codename for a particular code !

Could this be an issue in upgrading from CRM 3.0 to CRM 4.0 ??!!

Mind you , I did not get any error or warning during the upgrade procedure
as all went really well.

Please somebody help as this is an urgent issue.....



"Joel CustomerEffective" wrote:

On Sunday, May 25, 2008 7:14 AM
JoelCustomerEffectiv wrote:

What I'm trying to say is that if you use the Filtered Views, you don't have
What I'm trying to say is that if you use the Filtered Views, you don't have
to join to the stringmaps table because everything is included in the
filtered view. For every picklist attribute like Freighttermscode, there is
another field in the view that ends in "name" that gives you the name of the
code. The same is true for lookup attributes.

For example:
select name, accountidname, freighttermscodename
from FilteredQuote

gets me the following results:

Quote for stuff 1 ABC Level Test Company NULL
Test 1 ABC Level Test Company FOB
test 1 ABC Level Test Company NULL
New quote Bowater NULL

I didn't have to join with another table to retrieve the name of the
account, or the name of the freight terms code. You will note that only
one of the freighttermcode's has a value. The reason is that on 3 out of the
4 quotes in my database, only one of them has a value selected in
freighttermscode.

This is how the filtered views are supposed to work, and it is great that
they do, because it makes life a lot easier.

If you include data from the tables in your reports, you also risk giving
someone access to data that their security role does not permit them to see.
The FilteredViews reflect CRM security.

"luai7" wrote:

On Sunday, May 25, 2008 11:49 AM
luai wrote:

Hi again,I understand your point...
Hi again,

I understand your point... What I am saying is that this thing was working
perfectly allright for me in CRM 3.0 but after I upgraded to CRM 4.0 it is
not!! ... All codenames are returned as NULLs although a valid code exists
for each quote record!! In fact the FreightTerms is a mandatory field so it
cannot be NULL and I verified their values from the database which is indeed
the case!!

The question is, could this be an issue (A bug) in upgrading from CRM3.0 to
CRM4.0.

By the way, I performed a repair and uninstalled re-installed everything
again but the same problem still exists.

I need someone from Microsoft please to verify this issue... It is halting
our CRM4.0 deployment. Top management and users are getting really angry
by the end of next week, but after I discovered this problem I am not really
sure :-(((

Please... Please ................ heeeeeeeeeeelp


"Joel CustomerEffective" wrote:

On Friday, June 06, 2008 2:13 PM
TheOfficeGu wrote:

Is there any update on this issue?
Is there any update on this issue? I am running into the same issue.

This worked fine on the development server. However, when I deployed my
customizations on a different server, this issue showed up.

This is a critical issue. Please help!

"luai7" wrote:

On Friday, June 06, 2008 3:08 PM
TheOfficeGu wrote:

This seems to be related to the way CRM 4.0 authenticates SQL users.
This seems to be related to the way CRM 4.0 authenticates SQL users.

When you run the report using CRM UI, the values show up fine. However, when
you run the query directly against SQL Server, the values show up as NULL.

If you run the SQL queries as Administrator on the server, the values show
up fine too.

"The Office Guy" wrote:

On Sunday, June 08, 2008 5:26 AM
luai wrote:

This seems to me like a bug!!
This seems to me like a bug!!

Does anybody know if there is a fix available from Microsoft regarding this
issue?


"The Office Guy" wrote:

On Sunday, June 22, 2008 4:22 AM
Martin wrote:

Anyone made any progress on this?
Anyone made any progress on this? Interestingly the fieldname'name'
data comes through when logged into CRM UI on the server as
administrator, AND interestingly, when logged into CRM on a CLIENT
machine as the server/domain admin account, but not as a domain user/
crm user. Hence i'm thinking that somewhere in the SQL permissions the
administrator user seems to have the necessary SQL/Reporting Services
permissions that an ordinary user does not (this seems to have nothing
to do with the CRM security settings as a standard domain user with
CRM Admin privileges also gets null values, i.e. The CRM user
permissions make no difference, it seems to be the server/domain user
permissions that make the difference). Unfortunately i'm not confident
enough in SQL to start messing with the security in there. Anyone?

Martin.

On Monday, June 30, 2008 8:13 AM
Nu wrote:

Re: "Filtered" Views Behavior in CRM 4.0
Hi,

I'm experiencing similar problems:

I've created a custom entity and want to display some information from this
entity and from the contact entity in a report.

The report is created in Visual Studio using filtered views, and is working
perfectly when I, as an admin, run the report in CRM. However, when a user
without SQL admin runs the report, the fields from the custom entity does not
show (are blank). The user is of course given access to the custom entity in
CRM.

Blank fields from the custom entity even occurs when the user is given
system administration rights in CRM.

Any ideas of how to fix this, anyone?

-Nui



"Martin" wrote:

On Monday, June 30, 2008 11:13 PM
Scott Moore: JourneyTEAM - EASI wrote:

Re: "Filtered" Views Behavior in CRM 4.0
On Jun 30, 7:13=A0am, Nui <***@discussions.microsoft.com> wrote:
s
g

not
in

I would be interested in seeing the SQL Commands that are being used.
Also, can you verify that the SQL Reporting Group is listed in both
the report server security area and that the value that is listed in
the report server area matches that used in the CRM OU in active
directory and in SQL Server; what permissions are given. What user is
your instance of reporting services running under? What permissions
are given to that user in the reporting services security? Has anyone
tried executing a SQL statement while logged in as a CRM users via the
SQL Server Management Studio (or use Excel if that's easier); do the
filtered views appear...do results appear while executing your select
command against the CRM filtered views?

Scott
www.easiintl.com

On Monday, August 04, 2008 9:09 AM
Nu wrote:

Hi again,I will do my best to answer your questions.
Hi again,

I will do my best to answer your questions.

Before I answer them, I just figured out that not all fields from the custom
entities are blank. The fields which show as blank are picklists in CRM,
while a field which is ntext (as attribute in CRM) is shown. I am not sure
whether the questions you asked are still relevant since only some fields are
blank, but I will answer those that I think I know how to answer.


1. I would be interested in seeing the SQL Commands that are being used.

SELECT
CRMAF_FilteredNy_tjenesteomrde.ny_tjenesteomradeidname,
CRMAF_FilteredNy_tjenesteomrde.ny_tjenestername,
CRMAF_FilteredNy_tjenesteomrde.ny_kundetjenestestatusname,
CRMAF_FilteredNy_tjenesteomrde.ny_beskrivelse,
CRMAF_FilteredAccount.address1_city,
CRMAF_FilteredAccount.address1_line1,
CRMAF_FilteredAccount.address1_postofficebox,
CRMAF_FilteredAccount.address1_postalcode

FROM

FilteredNy_tjenesteomrde AS CRMAF_FilteredNy_tjenesteomrde,
FilteredAccount AS CRMAF_FilteredAccount

WHERE

CRMAF_FilteredNy_tjenesteomrde.ny_tjenesteomradeid=CRMAF_Filteredaccount.accountid

2. The SQL Reporting Group is listed in both the report server security area
and this value matches the CRM OU in Active Directory.

3. and 4. As of which user the instance of reporting services is running
under, I'm really not sure of how to do this.

5. When executing the SQL statement while logged in as a CRM user via the
SQL Server Management Studio, the results show Null in the fields where the
picklists are supposed to be. The other fields shows up, as it is supposed
to.

-Nui-

On Wednesday, September 30, 2009 4:16 AM
Franck G wrote:

Same here
I know it is been a long time since this topic was opened but I have the same issue...

Did soomeone fix it?

With a specific user I have null "values" in every field related to the "Stringmap" Table whereas it I get the correct values with another user...

Thanks.



Nu wrote:

Re: "Filtered" Views Behavior in CRM 4.0
04-Aug-08

Hi again,

I will do my best to answer your questions.

Before I answer them, I just figured out that not all fields from the custom
entities are blank. The fields which show as blank are picklists in CRM,
while a field which is ntext (as attribute in CRM) is shown. I am not sure
whether the questions you asked are still relevant since only some fields are
blank, but I will answer those that I think I know how to answer.


1. I would be interested in seeing the SQL Commands that are being used.

SELECT
CRMAF_FilteredNy_tjenesteomrde.ny_tjenesteomradeidname,
CRMAF_FilteredNy_tjenesteomrde.ny_tjenestername,
CRMAF_FilteredNy_tjenesteomrde.ny_kundetjenestestatusname,
CRMAF_FilteredNy_tjenesteomrde.ny_beskrivelse,
CRMAF_FilteredAccount.address1_city,
CRMAF_FilteredAccount.address1_line1,
CRMAF_FilteredAccount.address1_postofficebox,
CRMAF_FilteredAccount.address1_postalcode

FROM

FilteredNy_tjenesteomrde AS CRMAF_FilteredNy_tjenesteomrde,
FilteredAccount AS CRMAF_FilteredAccount

WHERE

CRMAF_FilteredNy_tjenesteomrde.ny_tjenesteomradeid=CRMAF_Filteredaccount.accountid

2. The SQL Reporting Group is listed in both the report server security area
and this value matches the CRM OU in Active Directory.

3. and 4. As of which user the instance of reporting services is running
under, I am really not sure of how to do this.

5. When executing the SQL statement while logged in as a CRM user via the
SQL Server Management Studio, the results show Null in the fields where the
picklists are supposed to be. The other fields shows up, as it is supposed
to.

-Nui-

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