Can't see MOSS Workflows

So I've recently ran into a strange situation. There are workflows created with SharePoint Designer and the Workflows option is not available for some users. After doing some more investigating I found that for certain sites in a site collection, only the Site Collection Administrator could even see the previously created workflows or add new workflows.



The inheritance on the site has been broken and fractioned all throughout the site. I haven't found a link to the SharePoint Designer workflow permissions through the SharePoint Site directly, but I have found a workaround.



1) Open SharePoint Designer > Right Click on Workflows and Select Properties.

2) In the Document Library Properties Windows, Select the Security Tab.































3) Select the "Manage permission using the browser" link
4) You'll need to adjust the permission for the appropriate SharePoint Users/Groups or Domain Users/Groups, depending on what you're using.

I've seen this happen to a couple of sites, and mostly appears to be caused very specific and custom permissions applied, which breaks the inheritance, and then the workflows are created by Site Admins or even Farm Admins.

SoapException. Error: The item '/Organization_MSCRM/4.0' cannot be found.

I ran across a default installation of CRM and found a couple of issues with Reports and more specifically Reporting Services. Users are trying to create a report with the Report Wizard, inside of CRM.

Here is the error in the Application Log of the CRM Server:

Web service request SetItemDataSources to Report Server http://SERVER/reportserver/ReportService2005.asmx failed with SoapException. Error: The item '/"Organization"_MSCRM/4.0/MSCRM_DataSource' cannot be found.

If you are seeing this error message your more than half way there to getting your reports configured. You should verify your Reporting Services URL for CRM. You can do that by going here. What this is telling me that is that you are actually uploading the report but it doesn't see the CRM data connection and is using the default data connection at the root of the folder. If you look at the Report Manager site you should see your report. If you click on Show Details, and edit the report, then click on "Data Sources", you can get some insight to what is going on.

If your data source says "Adventure_Works" you don't have your default data connection setup for Reporting Services. The other possibility is that your folder structure isn't want CRM expects it to be.

Make sure that your folder structure for in Report Manager is "Home > Organization_MSCRM > 4.0" or whatever your CRM installation is complaining about. To resolve the directory structure, simply create new folders with the appropriate names.

Try to create your report again. If you're still having issues, go back to Report Manager and create a Data Connection.

Name: MSCRM_DataSource
Enable: Check
Connection type: Microsoft CRM Data Extension
Connect using: "Credentials supplied by the user running the report"

This data connection should be configured programatically for your, but i've seen cases where it hasn't.

CRM 4.0 and Reporting Services

I've run into some issues recently with CRM 4.0 and Reporting Services. This is a recent installation of CRM 4.0 and this was not an upgrade. I have my CRM and SQL Server 2005 with SSRS all on the same server. I'm using a Host Header for the CRM site and the Server Name for the Reporting Services URL.

My user started reporting this error attached in the screen shot. This isn't a very informational error message, so I needed to do some investigating.

I found errors in my Application logs on my CRM server. That pointed at the Reporting Services URL.

From the application log:

Web service request CreateReport to Report Server http://%22report%20server/ReportService2005.asmx failed. Error: The request failed with HTTP status 400: Bad Request.

This error is because of the Reporting Service URL configuration in CRM.

To resolve this do the following:

1) Start > Programs > Microsofto Dynamics CRM > Deployment Manager.

2) Select Organization, then Select your Organization.

*Note: This next step will cause an interruption for your users.

3)Select Disable your Organization and then select Properties

4) Under the Microsoft Dynamics CRM SRS Data Connection URL, Change the URL to http://SERVER/reportserver

*Note: "SERVER" should be the web server where reporting services is being served from.

5) Click Ok, and Enable your Organization again.

6) Restart Reporting Services Application Pool

You can test your changes by hitting http://SERVER/reportserver and you should see basically a blank page that says Reporting Services.