Podcast and Overview: Microsoft Dynamics CRM 2013 Service Pack 1


Contents:

We're proud to announce that all packages for Microsoft Dynamics CRM 2013 Service Pack 1 (codename "Leo") were released on Tuesday, May 27th to the Microsoft Download Center!  The Service Pack 1 packages should appear on Microsoft Update in June 2014.

Service Pack 1 Build number:

06.01.0000.0581

IMPORTANT NOTE:

  • Service Pack 1 for Microsoft Dynamics CRM 2013 cannot be uninstalled from the Microsoft Dynamics CRM server to roll back the program to the previous version
    • Therefore, it is very important that you back up your organizational databases, including your customizations, prior to installing Service Pack 1
    • Going back to your previous install version will involve uninstalling / reinstalling CRM 2013, then importing your database backup via Deployment Manager

Service Pack 1 Microsoft Download Center page

Here's the "Master" Microsoft Dynamics Knowledge Base article for Service Pack 1: KB 2941390. Going forward, the plan is for the Master Knowledge Base articles for CRM 2013 Update Rollups and Service Packs to be published a bit in advance of release to aid planning.

On Monday, June 2nd at 1:00 PM Pacific Time Greg Nichols and Ryan Anderson from the Microsoft CRM Premier Field Engineering Team provided information about:

  • The release of Service Pack 1 for Microsoft Dynamics CRM 2013
  • New features available in Service Pack 1
  • New fixes made available In Service Pack 1

on BlogTalkRadio during their Microsoft Dynamics CRM 2013 Service Pack 1 Podcast

BlogTalkRadio and Internet Explorer 11 compatibility

If you're having trouble viewing the podcast when using Internet Explorer 11,

  • View the Podcast in Compatibility View
    • in IE 11, select Tools (the upper right "Gear" icon) -> Compatibility View Settings -> add the blogtalkradio.com website, or
  • Use the "New Window" link on the Blogtalkradio page

Note regarding Podcasts: You can make our CRM Premier Field Engineering podcasts available on Zune by using the RSS feed below.  In the Zune software, go to Collection -> Podcasts and click on the Add a Podcast button on the lower left, then enter the url for the RSS feed: http://www.blogtalkradio.com/pfedynamics.rss. After that, you can adjust the series settings like any other podcast, so you can sync with your smartphone or Zune.

sdk

The "CRM Update Rollup Collateral Page"

For pointers to download locations, release dates, build information, and CRM Premier Field Engineering blogs and podcasts for all Microsoft Dynamics CRM Update Rollups and Service Packs, visit the "CRM Update Rollup and Service Pack Collateral Page"

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RAMP UP ON CRM 2013!

Here are some pointers to directly accessible ramp-up resources and some insight into what people are most excited about regarding the release of CRM 2013:

Recommended Ramp-up materials:

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Dynamics CRM 2013 Service Pack 1 SDK (Software Development Kit)

Includes new assemblies for Microsoft Dynamics CRM 2013 Service Pack 1. These assemblies are also compatible with the latest service update for Microsoft Dynamics CRM Online

  • In addition to the documentation, this download package includes the assemblies and tools needed for development, helper code for authentication, and Microsoft Visual Studio projects for sample code found in the documentation
  • You can also choose to download the User Interface Integration (UII) solution framework, which includes a deployment guide, development guide and api reference
    • UII uses Microsoft Dynamics CRM for the delivery of configuration data for the Integrated Agent Desktop. It includes development and run-time components. Applications built with UII can provide unified access to customer information across different systems and can aggregate different modes of customer interactions or channels
    • The UII download package also contains developer assets for the Unified Service Desk, which includes default Unified Service Desk configuration data schema file, default style (theme), a sample panel layout, api reference guide, and sample code for the custom controls available in the sample applications. For more information about Unified Service Desk, see Getting Started and the Administration guide
  • The CRM 2013 SP1 SDK includes new tools:
    • Package Deployer
      • Package Deployer is a new tool that enables administrators to deploy packages on Microsoft Dynamics CRM Online and Microsoft Dynamics CRM (on-premises) instances
      • A “package” can consist of any or all of the following:
        • One or more CRM solution files
        • Flat files or exported data files from the Configuration Migration tool
        • Custom code that can run while the package is being deployed to the CRM server, or after it’s been deployed
        • HTML content specific to the package that can display at the beginning and end of the deployment process
        • This can be useful to provide a description of the solutions and files that are deployed in the package
    • Configuration Migration Tool
      • The Configuration Migration tool is a new tool for Microsoft Dynamics CRM Online Spring ‘14 and Microsoft Dynamics CRM 2013 Service Pack 1 (on-premises) that enables you to move configuration data across Microsoft Dynamics CRM instances and organizations
        • Configuration data is used to define custom functionality in Microsoft Dynamics CRM, and is typically stored in custom entities
          • Configuration data is different from the end user data (account, contacts, and so on)
            • A typical example of configuration data is what you define in Unified Service Desk for Microsoft Dynamics CRM to configure a customized call center agent application
            • The Unified Service Desk entities, along with the configuration data that is stored in the entities, define an agent application
            • For more information about Unified Service Desk, see the Administration Guide for Unified Service Desk for Microsoft Dynamics CRM
  • Updated SDK tools include:
    • Developer Toolkit
      • The Developer Toolkit is a set of Microsoft Visual Studio 2010 and Microsoft Visual Studio 2012 integration tools focused on accelerating the development of custom code for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
      • The Developer Toolkit for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online is included in the SDK package at SDK\Tools\DeveloperToolkit
        • The Developer Toolkit supports creation and deployment of plug-ins, custom workflow assemblies, XAML workflows and web resources
        • A developer can write custom code within Visual Studio and deploy the code to an unmanaged solution on a Microsoft Dynamics CRM server
    • Device Registration Tool
    • Metadata Browser
      • You can use the Entity Metadata Browser to view entities and their properties in Microsoft Dynamics CRM
      • The Entity Metadata Browser is a managed solution available in the downloadable files available in the Microsoft Dynamics CRM SDK at SDK\Tools\MetadataBrowser\
    • Plugin Registration Tool
    • Web Resource Utility
      • Manually creating Web resources one at a time using the customization tools can take a long time when you have to create many files
      • The Web Resource Utility is a WPF application project that you can compile and run to import many Web Resource eligible files from a folder structure with a consistent naming convention based on the folder structure
      • The Web Resource Utility sample project is included with the downloadable files for the SDK at SDK\Tools\WebResourceUtility.
  • Deprecated SDK tools include:

Most Popular Features in Microsoft Dynamics CRM 2013!

  • Flat User Interface (modern look UI)
  • Process driven UI
  • Quick create and quick view forms
  • BingMaps / Skype / Lync integration
  • Social and mobile integration
  • Server side sync

Business Process UI

  • Rich and guided UX to implement end to end business scenarios
  • Reduced number of clicks and pop ups to complete transactions
  • Ability to span the process UI across entities
  • Security modelling and ability to assign processes to security roles
  • Ability of accessing the UI using MoCA clients

The new ‘skin’ of CRM 2013

  • Flat and modern UI avoiding frequent pop ups
  • Inline editing
  • Quick view form enabling parent entity details in child record
  • Form level notifications where errors, warnings and information can be viewed inline in the field
  • Avoiding redundant ribbon buttons thus showing only which is really required
  • Header controls to highlight the most relevant data of the entity
  • BingMaps embedded control

Configuration & Customization

  • Synchronous Workflows will help developers to quickly configure workflow instead of using a plug-in (writing code/deploying)
  • Actions enable multiple operations which are frequently used to be created as single action and can be re-used to minimize Dev cycle
    • Power to create custom actions such as schedule, Escalate and Route Lead are highly beneficial as well
  • Portable Business Logic This easy way avoids lots of scripting for easy validations and enables CRM functional analysts to quick add validations without touching the code base

Yammer Integration

  • Native integration with Yammer and thus enabling social collaboration
  • Private and Public settings to control the activity feed stream

Mobility

  • MoCA (Mobile Client Application) clients and Mobile clients make the long awaited dream a reality
  • Support across expected devices and browsers
  • Availability of process bar and new UI in the tablet clients
  • UI in MoCA clients is highly appreciable, survey shows many of them like the MoCA UI more than the native web UI

General

  • Quick create forms to accelerate the record creation
  • Light weight command bar UI
  • Multi activity support in the collaboration area

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New functionality in CRM 2013 Service Pack 1

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Marketing:

  • Drag and drop visual Campaign Designer
    • Drive customer engagement with effective campaigns. An intuitive visual designer makes it easy for marketers to create multi-channel campaigns integrated with email marketing and social channels so you can generate highly qualified leads
  • Lead lifecycle management
    • Build your sales pipeline with qualified leads using a solution designed to manage the process of lead acquisition, scoring, distribution, and segmentation across marketing and sales
    • Easily import leads to nurture and measure consistently for better results
    • Multi-dimensional scoring allows Marketers to create precise scoring models across multiple elements (e.g. engagement, demographics, behavioral data, etc.)
      • Leads generated last week may or may not be as hot as the Leads generated this week. Recency/frequency based scoring helps Marketers identify the best Leads by changing the scoring based on recency or frequency of engagement
    • Lead performance reporting based on campaign performance and conversion in order to optimize campaign results
  • Homepage
    • Marketers can easily configure a personalized view of their key performance indicators and reports such as leads generated, email effectiveness, landing page opens, and budget performance
    • An easy to use graphical editor allows Marketers to tailor their homepage for their role – view Marketing data graphically in Charts (pie, area, bubble) or in a traditional list view, or aggregate multiple data sources for an end to end view of campaign performance using Power BI
  • Scalable Email Marketing
    • Send highly personalized E-mail messages to drive improved open rates. Personalize the content per sender, recipient, subject & content allowing you to send fewer emails with greater business results via:
      • Open APIs to support emails triggered by third parties applications tracking results within Dynamics Marketing
      • Delivering mass and transactional emails scalable to millions of emails to customers per day
      • Cross campaign rules to prevent email fatigue. Manage and control how many emails a contact can receive in a given time period to improve email performance
  • Power BI for Marketing
    • Visually analyze your data using predefined Power BI reports focusing on financials, lead performance, asset management and email deliverability
    • Obtain a 360 degree view of the Customer by visualizing contact demographics, online behavior, marketing lists and much more using Excel based reporting tools integrating key Marketing and Sales data
    • Demonstrate the impact of your Marketing investments with robust Campaign ROI reporting. Power BI can access your marketing spend and revenue to calculate the return on your marketing investment, or ROMI
  • Improved Sales & Marketing Connector
    • The Dynamics Marketing Connector is new and improved, with easy configuration and a UI for data mapping. Users can configure data mapping to bring in important information on the contact and lead to assist in better lead scoring. Sales gets better quality leads as a result. Rich information means that reporting on lead pipeline and lead conversion is easily accessible in reports
  • Office 365 Procurement
    • Easily try and buy Microsoft Dynamics Marketing through Microsoft Office 365 providing single sign in across all your Office 365 services.

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Sales:

  • CRM tablet app enhancements
    • Microsoft Dynamics CRM for tablets: helps you stay connected and productive wherever you are. Use your Windows 8, iPad or Android tablets to stay up to date with your customer info—even when you’re on the go. Arrive prepared for every appointment, and update your notes, tasks, contacts, accounts, and leads while the details are still fresh in your mind. Data is cached for offline viewing so you can still access key data if connectivity is lost
  • Insights: (Insights is available through a strategic partnership with InsideView at no additional cost to Microsoft Dynamics CRM Online customers with Professional licenses in the United States, with broader global rollout coming later in 2014)
    • Insights puts real-time company and contact information from 30,000 sources into Microsoft Dynamics CRM, helping marketing, sales and account management professionals engage more effectively with prospects to win more deals as a result of less time spent researching and more time selling
      • Data
        • Millions of company and contact profiles from around the world
        • Email addresses and phone numbers
        • One-click data sync into CRM
        • Financials, SEC filings, family trees, and industry profiles
      • Insights
        • Breaking news (e.g. funding news, company expansion, leadership changes)
        • Social buzz for target companies (blogs, Facebook, Twitter)
        • Social profiles for decision makers (LinkedIn, Facebook, Twitter)
      • Connections
        • Warm introductions through personal and corporate connections
        • Aggregate personal connections from Outlook, LinkedIn, and Facebook
        • Connection sharing (access all co-workers’ connections privately and securely)

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Customer Service:

  • Unified Service Desk (see also the Administration guide)
    • A powerful desktop designed to improve key business metrics such as Average Handling Time, First Call Resolution and Customer Satisfaction by providing agents a unified experience to access all of the tasks and applications across diverse environments required to complete customer interaction processes via any channel; Handle voice, chat, email in a unified experience, automate repetitive tasks using contextual interaction data (e.g. launching applications, performing searches, data entry) and handle multiple customer sessions simultaneously; Customers can easily create agent desktop applications through a configurable interface within Microsoft Dynamics CRM
  • Enterprise Case Management
    • Deliver world-class case resolution by automating case creation and routing rules, creating failure and warning actions that execute if your Service Level Agreements are not met on time. Ensure you exceed your customers' expectations by easily:
      • Defining and managing service entitlements and SLA’s
      • Creating dynamic routing and queuing rules to ensure you hit your service targets
    • Define and customize enterprise-wide KPI’s (e.g. first response, resolution by, customer sat) and associate processes and rules (e.g. routing, queuing, escalation and notification) to ensure they are met
    • Note: The following Enterprise Case Management features are Opt-In. To Opt-In: go to Settings > Administration and then click Install Product Updates. Installing optional product updates is a one-way process. Once enabled, the features can’t be disabled.
      • Case form
        • With the updated case form, you can now view merged cases, view or add child cases, review entitlements, and even add a Timer to ensure you do not exceed/breach your SLA’s. The timer control can be set-up to show a running counter displaying remaining time by when SLA KPIs need to be met
      • Entitlements
        • Service organizations need to keep track of how much support to provide to all their customers, including the type of support. Now you can create entitlements, which are like contracts that let your service reps know how much support to provide, when a customer has a support request
      • Service Level Agreements
        • Provide excellent service to your customers by using Service Level Agreements (SLA) that track the level of service a customer receives. Create an SLA to track when a customer will receive a response on a support case, how long it takes to close a case, and what happens if the case isn’t closed on time; When you create an SLA, it’s important to also let your service reps know how much time they have to answer and resolve a case. A new Timer control can be added to the case form to show how much time a rep has to perform tasks such as initiate first response or to resolve a case
      • Merge Cases
        • Eliminate redundancies between similar cases by merging them into one case. When a case is merged all of the open case activities, notes, and attachments of the constituent cases will be reparented to the primary case
      • Parent / Child Cases
        • When there is a case where work needs to be done by multiple teams or when one issue effects multiple customers–- now a customer service rep can open a primary case, called the parent case, and then create a secondary case, called the child case
      • Define Status Reasons
        • Status reason transitions are an optional additional level of filtering to define what the status reason value can be changed to for each status reason. Defining a limited list of valid options can make it easier for people to choose the correct next status reason for a record when you have a large number of combinations for valid status reason values
      • Automatic Case Creation
        • When someone sends an email to your support email address, the automatic case create rule converts the email in to a support case. The same happens if someone is talking about your product or service on social media, the issue is captured and converted into a support case
      • Social Care
        • Find out what your customers and others are saying about your product or service on Facebook and Twitter, and resolve emerging issues before they escalate. Download, optimize and quickly start using the new Social Care Sample application to extend your customer service on social channels. Companies who have their owns means of social listening can also customize and extend Social Care Application to create cases, contacts and social profiles from the social posts they are monitoring
      • Service Management
        • Easily manage the configuration of the your Customer Service capabilities
    • CRM tablet application - Case Management
      • Continue to deliver amazing customer experiences even when you are away from the office. The CRM for tablets app has been extended to include Customer Service capabilities optimized for people who are always on the move but want to keep an eye on high priority Cases, monitor Queues or route items across the queues to deliver amazing experiences no matter where they are
    • Multi-channel Care
      • Customers are more connected and better informed than ever before. Organizations are looking for business solutions that can strengthen their ability to connect with customers on their own terms, using whatever device and whatever channel they prefer. Parature offers one of the best cloud-based solutions for customer self-service
        • Parature Portal
          • A 24/7 customer support center that is seamlessly integrated into your organization’s current website. This web-based help center gives your customers easy and convenient access to an intuitive, searchable knowledge base which delivers quick answers to their most-commonly asked service and support questions. If your customers still require personal support after using the knowledge base, they can submit a help ticket, track its progress at their convenience and receive an automatic notification email when an answer is available for them
        • Parature Mobile Self-Service
          • Allow your customers to access answers to frequently asked questions using whatever device they prefer. The responsive design of Parature Portal enables you to increase the reach of your knowledge management efforts and provide consistent and personalized experiences across desktop and mobile devices
        • Parature Facebook Portal
          • Provide businesses and organizations with a 24/7 multi-service channel for customer support on Facebook. Customers and consumers can browse FAQs and updates, or submit a help desk tickets. In addition, you can integrate Parature Live Chat seamlessly to deflect customer complaints and service issue posts on your brand’s Facebook page
        • Parature Real-time Chat
          • Provide your customers with instant and personalized online support with Parature Chat. Empowers your organization with an immediate, seamless transition from a self-service to assisted channel at critical times during the support interaction. Comprehensive rules for escalation, deflection and prioritization ensure a timely response and that Service Level Agreements (SLAs) are met
    • Knowledge Management
        • Parature Knowledgebase
          • An intuitive customer self-service solution that provides quick answers to common questions and support issues, plus essential downloads including forms, how-to videos, product manuals, knowledge base information updates and more. Easily add and update information and customize its order and placement to put the most-viewed information in a prominent place.

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Social

  • Microsoft Social Listening
    • Microsoft Social Listening is a powerful new service that your organization can use to monitor social media channels like Twitter and Facebook. Use Microsoft Social Listening to track products, brands, competitors, and campaigns globally and in real time to gain a true understanding of your customers and your business across the social web
      • Listen & Analyze
        • Global sentiment analysis
          • Gain a true understanding of your customers and your business on a global scale across the social web. Native language sentiment analysis means you won’t miss cultural cues
        • Share of voice
          • Track your brand, products, and influencers in 28 languages across Twitter, Facebook, YouTube, news channels, blogs, and forums
        • Competitive intelligence
          • See how you stack up against the competition
        • Campaign management
          • Measure social impact on marketing, sales, and service campaigns. Gain insight into what’s working and what isn’t
      • Monitor & Respond
        • Top influencers
          • Identify and connect with the most influential voices in your community
        • Early warning system
          • Gain early insight on problematic issues; stay on top of hot topics
        • Post alerts
          • Notifications on custom key words, competitive conversations, industry info
        • Trend alerts
          • Get notified when posts and publications differ from statistical expectations
  • Social Insights in Microsoft Dynamics CRM
    • Bring the benefits of social listening to your Microsoft Dynamics CRM Online experience with Social Insights. Microsoft Social Listening visuals can be added your CRM dashboards and forms. These Social Insights charts and graphs help you identify buzz, trends and sentiment related to things like your customers, campaigns and competitors
      • A Social Dashboard within Microsoft Dynamics CRM presents a global view of the Social Insights that are most relevant for your role
      • Contextually displaying Social Insights within a Microsoft Dynamics CRM record helps sellers stay on top of their customers’ social conversations

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Platform enhancements

Powerful tools allow you to tailor Microsoft Dynamics CRM to meet your unique business requirements. Microsoft Dynamics CRM facilitates the delivery of rapid business value with an agile solution framework that can be easily tailored and configured. The Microsoft Dynamics CRM platform provides a declarative paradigm that ranges from defining the data model to providing integrated persistence, security, API access, user experience and programming paradigms based on a modern open architecture. This release will introduce several new investments in our platform capabilities to further our commitment to an open, customizable and extensible online service:

  • Server-side Synchronization
    • Stay productive and up to date no matter where you are or what device you’re on. With server-side synchronization, administrators can easily manage the synchronization of email, tasks, appointments and contacts between CRM and Exchange
    • Originally introduced in the Dynamics CRM 2013 / Fall ’13 Release to synchronize emails, tasks, appointments and contacts between Dynamics CRM and Microsoft Exchange on-premises deployments. The server-side synchronization capabilities have been enabled as a cloud service to configure and manage the synchronization of Email, tasks, appointments and contacts between Dynamics CRM Online and Microsoft Exchange Online. POP3/SMTP3 providers are also supported for sending and synchronization of Email
    • Synchronization using the Email Router and Outlook client will continue to be supported
    • Supported POP3 / SMTP providers include: Gmail, Yahoo
  • SharePoint Integration Enhancements
    • Simplified integration between CRM Online and SharePoint Online managed within Microsoft Dynamics CRM Online
    • Customers of Dynamics CRM Online and SharePoint Online will no longer need to install and configure the CRM List Component to enable the Document Management integration
    • An Alert is shown in CRM notifying CRM Administrators when Server-based SharePoint Integration is not enabled (similar to Outlook Client install notification)

General Upgrade Rollup and Service Pack Notes:

  • Testing CRM 2013 Update Rollups: Best Practices
    • Microsoft Dynamics CRM Premier Field Engineering recommends doing all the standard testing you generally do for all Update Rollups, which could be the functional and performance testing that you would do with a new major release or a subset of that test plan
    • The “general rule of thumb” for test plans for Update Rollup installs are:
      • Test any changes in a pre-production environment BEFORE introducing into your production environment. Manage your risk!
      • Consider using the Performance Toolkit for Microsoft Dynamics CRM to simulate your production user load in your testing environment, to shake out any performance-related issues early. The CRM 2011 version is currently being evaluated against CRM 2013, but CRM Premier Field Engineering can help you with using the CRM Performance Toolkit with CRM 2013
      • Test using the permissions your most restrictive end-user roles have. Testing with CRM Administrator permissions, for example, does not give you the complete picture
      • Concentrate on your SDK customizations, JavaScript, ISV add-ons – basically anything that’s not OOB functionality or customizations done from within the UI

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Service Pack 1 packages are available for download via: 

  • The Service Pack 1 Microsoft Download Center page - released May 27th, 2014
  • The Microsoft Update Catalog  (packages scheduled for release in June, 2014)
  • The Microsoft Update detection / installation process
    • Note: Microsoft Dynamics CRM 2013 Updates will be pushed via Microsoft Update as Important updates
    • Client packages installed manually by downloading the packages and running install will require local administrator privileges. If the client packages are installed via Microsoft Update or SCCM (System Center Configuration Manager), they will not require local administrator privileges
    • Consider using Windows Server Update Services (WSUS) or similar software distribution technologies to distribute Dynamics CRM Update Rollups internally.  WSUS is a locally managed system that works with the public Microsoft Update website to give system administrators more control. By using Windows Server Update Services, administrators can manage the distribution of Microsoft hotfixes and updates released through Automatic Updates to computers in a corporate environment
    • For help with installation please see the Installation Information section of the Service Pack 1 "master" Microsoft Knowledge Base article
    • Please review my former teammate Jon Strand's blog posting "CRM 2011: Silently Installing Update Rollups" which provides details on installing CRM Outlook client update rollups "silently" in order to limit end-user interruption, which also applies to CRM 2013 Update Rollups and Service Packs

for these CRM components:

Microsoft Dynamics CRM Server 2013

Microsoft Dynamics CRM 2013 for Microsoft Office Outlook (Outlook Client)

Microsoft Dynamics CRM 2013 Email Router

Microsoft Dynamics CRM 2013 SSRS (SQL Server Reporting Services) Data Connector

  • The SSRS Data Connector is not available as an individual download. It is included in the Microsoft Dynamics CRM Server 2013 download. When you extract the Server package (CRM2013-Server-ENU-amd64.exe /extract:path: extracts the content of the package to the path folder), you’ll find the Data Connector in the SrsDataConnector folder

Microsoft Dynamics CRM 2013 Language Packs

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Microsoft Dynamics CRM 2013 Service Pack 1 Prerequisites:

  • Essentially the prerequisites listed in the Microsoft Dynamics CRM 2013 Implementation Guide download for the various CRM components serviced

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Issues resolved via Microsoft Dynamics CRM 2013 Service Pack 1: 

Though Microsoft Dynamics CRM 2013 Service Pack 1 releases new, important functionality mentioned above, it also contains fixes for issues reported by customers or discovered via internal testing.

Fixes released via CRM 2013 Service Pack 1:

  • When you are using CRM 2013 and not using IFD or claims based authentication, the link created by the Yammer integration will not be correct for path based URLs. The links created for the yammer feed are missing the orgname
  • Add New button missing from lookup forms in the iPpad application for Dynamics CRM
  • When you call the setLabel function to change the label of a control and that control is marked as required, the required asterisk is removed
    • This also occurs if the control is marked as recommended and the label is changed with the setLabel function
    • If you then attempt to set the requirement level after changing the label, the asterisk is shown before the label instead of after
  • When creating a Quick Create Form in Microsoft Dynamics CRM 2013 using the Form Editor, the security roles of System Customizer and System Administrator are being applied to the form preventing users without those roles from accessing the forms and in some cases, they are unable to access CRM when there is no fallback form for the user to use
  • Updating an activity using Real-time workflow to update the owner causes an error:
    • “There should be only one owner party for an activity”
  • If an entity that has the Social Pane on the form has its Post Configuration disabled in Microsoft Dynamics CRM 2013 and have set the control to default to the Notes tab in the Form Editor, the control will default to the Activities tab
  • Synchronous workflow fails with an error on update:
    • Business Process error: An Unexpected Error occurred
  • When you are using CRM 2013 web client and outlook client and you view an entity record you may experience scripting errors or sub grids on the entity form appear to continuously refresh
    • If you get a script error it will state in the details <Message>Object expected</Message>
  • Unresolved sender email address not showing as unresolved on the email form and Convert to Case does not work
  • When a customer requests a POC of their CRM Online database in order to test their customizations prior to their CRM Online upgrade to 2013 they are not able to import the database into CRM 2013 on premise
    • The import fails with an error stating that some solution components could not be removed
    • This occurs if the customer had opted into the Fall 2013 update to CRM Online
  • When attempting to load activities on the Social Pane in Microsoft Dynamics CRM 2013 that have large amounts of text in the description, users encounter the following error:
    • Error during serialization or deserialization using the JSON JavaScriptSerializer
    • The length of the string exceeds the value set on the maxJsonLength property
  • When you use the Forward mailbox option and server side synchronization for incoming email, the incoming emails too be delivered into CRM from the Forward mailbox will be delivered no matter what the preferences are for the user and queue parties
    • For example, if an email contains a TO party that is a user and that user only accepts emails in reply to CRM emails, they will get all emails no matter if it is not a reply to CRM email
  • When you click the note content of an existing note in the social pane of a CRM form, and then without changing anything on the note, you click anywhere else on the form, the note will be modified. However nothing changed
  • Typing ALT(AltGR)+E to enter a € symbol causes the page to refresh
  • SDK- preventDefault is not working to stop deactivation from Account record
  • When having a subgrid which shows records, if you open one of the records and click Next from the record, it will freeze and then show a script error:
    • Mode: Jscript
    • Source: "src\Application\web\ScriptSharp\_Common\Scripts\Global\Menu\Dialog.cs"
  • Spaces used in a Grid URL cause the URL to add additional http:// to the beginning of the URL and renders as http://http://
  • When opening and closing service activities in the Microsoft Dynamics CRM 2011 Client for Outlook, the parent ribbon for the Service Calendar will render a single blank tab
  • User Lookup View of Japanese CRM does have Full Name column unlike English CRM 2013
  • The Postfix setting in the Fiscal Year Settings menu cannot be changed from the default blank setting
  • When we import, the import logic creates two values for each entry within the RibbonDifBase. But When we export the application ribbon we do not have any check for this and we export 2 values directly from the DB to the XML
    • This if imported to a new org will create 4 values in the table RibbonDiffBase. If the solution is imported again to the same org causes an error
  • If the setVisible Client API for Microsoft Dynamics CRM 2013 SDK is used on the form to hide a section or tab, any validation errors on the form will fail to clear even if the values are valid for the given attribute
  • Added organization enhancements to control potential data interception scenarios within specific incoming email conditions within an intranet deployment
  • In CRM 2013 there was a change to allow users who has Impersonate(actonbehalf) privileges to activate and deactivate the workflows. This also allows users with the appropriate permissions to activate and deactivate workflow owned by other users in the UI
    • When you do this it creates a new line in the workflow base making the user the published this workflow the owner
    • If the workflow is set to the scope of a User, this workflow will only fire for the modifiedby user (the user that published this.)
  • When entering a note description in Microsoft Dynamics CRM 2013 containing numeric characters such as "Lunch @ 2" or "1234567899" may not render correctly
  • Some fields lose data on save and synchronization when focus is not moved from the field when using the CRM Outlook client
  • When using server side sync and configuring users mailbox for email sync, embedded images within emails are not displayed when using the web client to view the tracked email
  • Users are not able to select text on forms or fields that are read-only in Microsoft Dynamics CRM 2013
  • The "like" feature from the Activity Feeds Posts wall is incorrectly translated in Portuguese-Brazilian. It is "Como", instead of "Gostar"
    • If the user clicks "Como", it turns into "Gostar (desfazer)". Translate the "like" feature from the Feeds Wall
    • The word "Como" is displayed on Activities posts wall instead of "Gostar"
  • Consider the scenario where you qualify a lead and specify an existing Account or Contact to avoid the qualification process creating duplicates
    • If the fields parentaccountid or parentcontactid do not exist on the lead form, new Account and Contact records will be created regardless of whether or not existing Account and Contact records were specified in the dialog
  • Convert phone call does not open new opportunity record when requested
  • If using the 2011 Outlook Client with UR15, UR16, or the UR11 Cumulative Update, but have CRM Server version 2013, using Advanced Find can throw an error:
    • Clicking Advanced Find from Dashboards or any sitemap area other than views will generate a Permission Denied/Access Denied Script error
  • User images are not loaded within CRM 2013 if the Display Name and Unique Name of the Organization are not exactly the same
  • Solution import fails with Update Rollup 16 failing when overwriting components
  • If using custom number formats, charts render data points with the correct number format, however, this format is not applied on the x and y axis
  • “Currency not set” when overriding the price and adding new Opportunity product
  • When a manually tracked contact in Microsoft Dynamics CRM 2011 Client for Outlook is merged with another contact as a subordinate record, that contact can be incorrectly synchronized to Outlook if the Outlook Client is reconfigured
  • JavaScript methods will not trigger when a business required field is changed to be blank.Custom plugin Exception is not thrown in UI
  • After upgrade of CRM 2011 to 2013 or importing CRM 2011 Appointment customization users receive error pop up while saving appointment:
    • There was an error with this fields customized event
    • Field:crmform
    • Event:onsave
    • Error:Object doesn't support property or method 'Form_onsave'
  • In Microsoft Dynamics CRM 2013, users are unable to set a Matching Connection Role to the same Connection Role
  • Querying using OData endpoint returns 500 internal server error in Dynamics CRM 2013
  • Dynamics CRM users are unable to add more than one Document Location when the document location is based on an entity centric structure:
    • For example, Account/<accountname>/opportunity/<opportunityname>
  • Cannot Delete Audit Partitions in CRM 2013
  • Cannot change owner on create of Appointment after installing Update Rollup 16
  • Clicking the mail merge button in the Ribbon bar of the Advanced find screen opened from the Contacts entity doesn't do anything
  • After installing Update Rollup 16, CRM reports embedded in IFRAME objects (on forms / dashboards /etc...) no longer display correctly when using Internet Explorer 9 or Internet Explorer 10
  • When using the CRM Email Router, attachment file names of incoming emails is created with a GUID appended in it
  • The Save and Close button does not save appointments or recurring appointments they've entered
  • Missing translations labels on exported translations file after merging Entity forms from Dynamics CRM 2011 to Dynamics CRM 2013 Forms
  • When you edit a workflow in CRM Online or CRM 2013 and you have custom workflow activities that can be used in your workflow, or are already used in your workflow, it will take a long time before the form is ready to be edited
    • This may also result in an error and you may not be able to edit your workflow.
  • When you apply conditional formatting to a CRM View in the Outlook Client, you receive an error when changing the sort order and navigating to page 2 of this view:
    • "There was an error displaying the records in this view."

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Support for identical new technologies provided by CRM 2013 Update Rollup 2 and Service Pack 1:

The Microsoft Dynamics CRM Engineering team consistently tests Microsoft Dynamics CRM 2013 against pre-release and release versions of technology stack components that Microsoft Dynamics interoperates with. When appropriate, Microsoft releases enhancements via future Microsoft Dynamics CRM 2013 Update Rollups, Service Packs, or new major version releases to assure compatibility with future releases of these products. This compatibility matrix is updated via this Microsoft Knowledge Base article: Microsoft Dynamics CRM Compatibility List. Microsoft Dynamics CRM 2013 Update Rollup 2 and Service Pack 1 provide support for:

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Hotfixes and updates that you have to enable or configure manually

Occasionally, updates released via Update Rollups require manual configuration to enable them. Microsoft Dynamics CRM Update Rollups are always cumulative; for example, Update Rollup 2 will contain all fixes previously released via Update Rollup 1 as well as fixes newly released via Update Rollup 2. So if you install Update Rollup 2 on a machine upon which you previously installed no Update Rollups, you will need to manually enable any desired fixes for Update Rollups 1-2:

  • Update Rollup 1: no updates requiring manual configuration
  • Update Rollup 2: no updates requiring manual configuration
  • Service Pack 1: no updates requiring manual configuration, but some new features need to be enabled by a CRM Server Administrator
    • Go to Settings > Administration and then click Install Product Updates

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Microsoft Dynamics CRM compatibility with technology stack components: Internet Explorer, Windows Client and Server, Office, .NET Framework, and more

The Microsoft Dynamics CRM Engineering team consistently tests Microsoft Dynamics CRM 2013 against pre-release and release versions of technology stack components that Microsoft Dynamics interoperates with. When appropriate, Microsoft will release enhancements via future Microsoft Dynamics CRM 2013 Update Rollups, Service Packs, or new major version releases to assure compatibility with future releases of these products. This compatibility matrix is updated via this Microsoft Knowledge Base article: Microsoft Dynamics CRM Compatibility List.

Greg Nichols
Dynamics CRM Senior Premier Field Engineer
Microsoft Corporation

CRM2013SP1_PFEPodcast.mp3

Comments (4)

  1. Peter Hale says:

    Hi Greg

    Love all this but !!!

    You fixed the issue of the modified date on a Note being updated when nothing changes but you don't seem to understand the issue of the dates not displaying correctly in any setting that doesn't use mm/dd/yy which has been there since RTM.  Notes are essentially unusable in dd/mm/yy format as the dates get displayed incorrectly (and differently in different browsers).  Why is it so hard to get through that this BUG is a ShowStopper.  BTW – in an Advanced Find on Notes the dates are correct – it is an issue with the Notes Control I would think.

    Pete

  2. Hi, my Server is running CRM 2013 SP1 (6.1.0.581) and my machine is Windows 8.1 with Outlook 2013. I had the Dynamics CRM 2011 plugin installed in Outlook but uninstalled  that and added the 2013 plugin, this worked but everything was extremely slow, i.e. clicking track an email it would not show the icon for over 15 minutes nor would it give me the option to convert to a case etc, unusable, another user with the 2011 plugin on windows 8 was still working fine however so the problem seems to be with my client. I tried to add the Outlook plugin 2013 SP1 but that errors with "Action Microsoft.Crm.UpdateWrapper.MspInstallAction failed. The given key was not present in the dictionary." I then tried to uninstall the 2013 plug and revert to the 2011 but that errors with "there is a problem communicating with the microsoft dynamics crm server" so now I am quite stuck. Any ideas please, ideally I would like to get the 2013 SP1 plugin working correctly Regards, Dave.

  3. Morne Wolfaardt says:

    What is the URL to the podcast? I would like to subscribe

  4. Greg Nichols says:

    @Morne – THe URL to the podcast is aka.ms/crm2013sp1podcast, but you may have noticed we did not do the CRM 2013 UR3 podcast on BlogTalkRadio, rather we uploaded an .mp3 to MDSN instead.

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