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Microsoft Dynamics CRM (Archived)

Modifying Old Report in Dynamics 365

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ReportReport
Posted on by 25

Good Afternoon - I am attempting to resurrect an old, custom entity in Dynamics 365.  I've added a couple of new fields to the form, published the form and can see and use the new fields and I can see the new data in the tables in SSMS.  Now, I would like to add these 2 new fields to the embedded dataset in the old SSRS report so that I use them in the updated report.  The old query runs fine, I show results but no new (the ones I have added) records.  If I try to add the new fields to my query in the query designer, I get the error message "Could not update a list of fields for the query.  Verify that your query syntax is correct."  The details say "The attribute "new_field" cannot be found for entity "old_entity".  Specify a valid query, and try again."

The original data source appears to be from an old server that still exists, it is just not a production server.  The credentials that are cached also reference the old server (which would explain why the new fields are unavailable).  If I try to change the server name to the new server, I get the message that "An error occurred while processing the login request.  View Error Log".  The error log shows several references to the old server.  I know I am doing something wrong, I am just not sure what.

Environment is Dynamics CRM 2016, on-premise, I am using Microsoft Visual Studio 2015 with Dynamics 365 Authoring Extensions installed.

Please let me know if I can provide any other information.  Thank you in advance for your help.

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  • Suggested answer
    Kokulan Profile Picture
    18,054 on at

    Is it usign Embedded or shared connection. If its Embedded you could try building the connetion string and testing it again.  Could you share some screenshots and details about when you are getting the error.

  • AnneBerndt Profile Picture
    25 on at

    Thank you for your prompt response.  It is embedded.

    SS2.png

    If I keep the cached credentials, 'Use Windows Authentication', I can connect but not add the new fields.  If I try to reset the credentials, that is where I see the name of the old server (now a dev server) and cannot update any information in this screen

    SS2.png

  • Kokulan Profile Picture
    18,054 on at

    Do you still have this issue? What error do you get when you click on the Login button?

  • AnneBerndt Profile Picture
    25 on at

    Hi - Yes, I still have this problem.  When I try to login, I get the message "An Error occurred while processing the login request.  View Error Log."  The error log shows:

    Source : System.ServiceModel

    Method : Retrieve
    Date : 2/4/2019
    Time : 8:35:43 AM
    Error : Metadata contains a reference that cannot be resolved: 'servername/.../Discovery.svc;sdkversion=8.2'.
    Stack Trace : 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.RetrieveServiceEndpointMetadata(Type contractType, Uri serviceUri, Boolean checkForSecondary)
    at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1..ctor(Uri serviceUri, Boolean checkForSecondary)
    at Microsoft.Xrm.Sdk.Client.ServiceConfigurationFactory.CreateManagement[TService](Uri serviceUri, Boolean enableProxyTypes, Assembly assembly)
    at Microsoft.Xrm.Sdk.Client.ServiceConfigurationFactory.CreateManagement[TService](Uri serviceUri)
    at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.CreateAndAuthenticateProxy[T](IServiceManagement`1 servicecfg, Uri ServiceUri, Uri homeRealm, ClientCredentials userCredentials, ClientCredentials deviceCredentials, String LogString)
    at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.DiscoverOrganizations(Uri discoveryServiceUri, Uri homeRealmUri, ClientCredentials clientCredentials, ClientCredentials deviceCredentials)
    at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.DiscoverOrganizations(Uri discoveryServiceUri, Uri homeRealmUri, NetworkCredential networkCredential)
    at Microsoft.Xrm.Tooling.Connector.CrmServiceClient.DiscoverOrganizations(Uri discoveryServiceUri, Uri homeRealmUri, NetworkCredential networkCredential)
    at Microsoft.Xrm.Tooling.CrmConnectControl.CrmConnectionManager.ValidateServerConnection(CrmOrgByServer selectedOrg)
    ======================================================================================================================
    Inner Exception Level 1 :
    Source : System
    Method : GetResponse
    Date : 2/4/2019
    Time : 8:35:43 AM
    Error : Unable to connect to the remote server
    Stack Trace : at System.Net.HttpWebRequest.GetResponse()
    at System.ServiceModel.Description.MetadataExchangeClient.MetadataLocationRetriever.DownloadMetadata(TimeoutHelper timeoutHelper)
    at System.ServiceModel.Description.MetadataExchangeClient.MetadataRetriever.Retrieve(TimeoutHelper timeoutHelper)
    ======================================================================================================================
    Inner Exception Level 2 :
    Source : System
    Method : DoConnect
    Date : 2/4/2019
    Time : 8:35:43 AM
    Error : No connection could be made because the target machine actively refused it 192.168.1.8:81
    Stack Trace : at System.Net.Sockets.Socket.DoConnect(EndPoint endPointSnapshot, SocketAddress socketAddress)
    at System.Net.ServicePoint.ConnectSocketInternal(Boolean connectFailure, Socket s4, Socket s6, Socket& socket, IPAddress& address, ConnectSocketState state, IAsyncResult asyncResult, Exception& exception)
    ======================================================================================================================

    Please let me know if you need any other information.  Since the last time I posted, I have uninstalled and reinstalled Visual Studio 2015 and the authoring extensions.  Tried to create a new datasource and dataset and I just can't get past these connection errors.  I am convinced that the report is trying to connect to an old server but I can't figure out where or how to change it.

    Thanks for your help!

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