Podcast and Overview: Microsoft Dynamics CRM 2011 Update Rollup 18


Contents:

We're proud to announce that all packages for Microsoft Dynamics CRM 2011 Update Rollup 18 were released on Wednesday, September 24th, 2014 to the Microsoft Download Center!  The Update Rollup 18 packages should appear on Microsoft Update Q4, 2014.

Update Rollup 18 Build number:

05.00.9690.4374

Note: CRM 2011 Update Rollup 18 provides support for Microsoft Exchange Server 2013 Service Pack 1

Important Note: Microsoft Dynamics CRM 2011 Update Rollup 17 and 18 are compatible with Windows 8.1 or Windows 7 and Internet Explorer 11!

This includes the following supported configurations:

  • The browser application running in Internet Explorer 11 on Windows 8.1 or Windows 7
  • Dynamics CRM for Microsoft Office Outlook when running Office 2013 on Windows 8.1

Update Rollup 18 Microsoft Download Center page

Here's the "Master" Microsoft Dynamics Knowledge Base article for Update Rollup 18: KB 2958724

Podcast

On Monday, September 29th 2014 Greg Nichols and Ryan Anderson from the Microsoft CRM Premier Field Engineering Team provided information about:

  • The release of Update Rollup 18 for Microsoft Dynamics CRM 2011
  • New fixes made available In Update Rollup 18

during their Microsoft Dynamics CRM 2011 Update Rollup 18 Podcast.

Note regarding Podcasts: We've recently changed the location of where we are hosting and distributing our podcasts.  See PFE Dynamics Podcast Update for more information.

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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, visit the "CRM Update Rollup Collateral Page"

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Cumulative Update Rollup Changes

Update Rollup 18 is a collection of fixes for issues reported by customers or found by Microsoft's Engineering Team, plus changes to provide support for related technology components.

Update Rollup 18 news that you need to know because Update Rollups are cumulative, so these significant changes are also in Update Rollup 18!

 UR12 included the "Microsoft Dynamics CRM December 2012 Service Update"  See:

  • Additional cross-browser compatibility provided
    • The December 2012 Service Update component of Microsoft Dynamics CRM 2011 Update Rollup 12 introduces additional browser compatibility for Firefox, Chrome, and Safari
  • Indexes added to support the Update Rollup 10 Quick Find Optimizations
    • Update Rollup 12 includes new indexes for the following entities in the Quick Find Search Optimization feature. To fully reap the benefits of the platform changes included in Update Rollup 10, indexing is needed.  The indexes created are listed below:
      • Cases
      • Opportunities
      • Competitors
      • Contact (the Phone Number fields)
      • Business Unit
      • Connection
      • Connection Role
      • KB Article
      • Lead
      • Product
      • Sales Literature
    • These indexes are created during the Update Rollup 12 installation and you may notice that part of the installation will take longer to complete. The reason for this is that the indexes need to be populated and based on the size of your dataset the completion time will vary
  • Enhancements to Activity Feeds
    • The enhancements made to the activity feeds include a new feature called Like/Unlike
    • With this feature, you can express your immediate feedback about a post
    • For more information, see Like/Unlike
  • Updated User Experience for Sales and Customer Service and Product Update Functionality for Microsoft Dynamics CRM Online
    • The Microsoft Dynamics CRM December 2012 Service Update introduces a variety of new features and functionality, including an updated user experience. For Sales and Customer Service users, the updated user experience provides a new process flow visualization, which appears at the top of the forms, such as the Opportunity , Lead or Case form. The process flow guides users through the various phases of the sales and customer service processes
    • For trials and subscriptions initiated after December 2012, the updated Sales and Customer Service user experience is included by default. Existing Microsoft Dynamics CRM Online customers have an option of adding the updated user experience to the Opportunity , Lead and Case forms by installing the Product Updates. This lets Administrators install selected feature updates based upon the specific needs of their organizations. The Product Updates are installed by using the Microsoft Dynamics CRM web application; they cannot be installed programmatically
    • For more details, see What's New for Developers for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online
  • Custom Workflow Activities for Microsoft Dynamics CRM Online
  • Developer Toolkit Support for Microsoft Visual Studio 2012
    • The Developer Toolkit for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online now supports Microsoft Visual Studio 2012. The installer can be found in the SDK download in the sdk\tools\developertoolkit\ folder
  • Microsoft Dynamics CRM 2011 Software Development Kit (SDK) updated December 19th, 2013 for Update Rollup 15 (version 5.0.18)
  • Bulk Data Load performance enhancements
    • To support bulk data load scenarios, this release introduces the ExecuteMultipleRequest message. This message supports the execution of multiple message requests using a single web method call. ExecuteMultipleRequest accepts an input collection of message requests, executes each of the message requests in the order they appear in the input collection, and optionally returns a collection of responses containing each message’s response or the error that occurred. Processing requests in bulk results in lower network traffic and higher message processing throughput
    • For more information, see Use ExecuteMultiple to Improve Performance for Bulk Data Load
  • Activity Feeds changes
    • Microsoft Dynamics CRM Activity Feeds provide real-time notifications and quick sharing of information through short updates. These updates appear on your personal wall in the What's New area of the Workplace . Activity Feeds enable you to follow and learn about important activities that take place around people, accounts, contacts, leads, and anything else that you care about
    • Updates can be posted manually by you, or automatically based on predefined system rules through a workflow. Activity Feeds can also be posted to by external applications through the Microsoft Dynamics CRM web services API. Activity Feeds expose Microsoft Lync real-time presence functionality so that you can initiate communication activities such as IM, phone calls, and emails. For more information, see Activity Feeds Entities
  • More performance and stability-related fixes, including fixes to the CRM Client for Microsoft Outlook
  • Contains all hotfixes / updates released in earlier Update Rollups
  • Quick Find performance optimizations and EnableRetrieveMultipleOptimization SQL query performance optimizations (originally released in Update Rollup 10)

For Microsoft Dynamics CRM business solutions that include an entity with a large dataset, record retrieval and grid rendering performance can be negatively impacted for users that do not have global access to all records associated with that entity. Code changes to mitigate this behavior first appeared in Microsoft Dynamics CRM 4.0, and have been fine-tuned since then.

With Microsoft Dynamics CRM 2011 Update Rollup 10 and later, big advancements have been made to optimize the performance of queries against large datasets by adjusting specific “statistical” settings to address the issue. Should this fail to achieve desired levels of performance, adjust the value associated with EnableRetrieveMultipleOptimization (ERMO) setting. You may have heard these changes described at Convergence.

A first step in efforts to optimize the performance of queries against large data sets is to make adjustments to the “statistical” settings that affect the behavior of RetrieveMultiple queries. Although you can configure these settings by modifying the Windows Registry (under HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM) on the each of the Web servers that is used in a deployment, we recommend that these settings be configured by using the OrgDbOrgSettings, which will ensure that the configuration applies to a specific organization. For additional information about configuring these settings by using the OrgDbOrgSettings, and to download the tool that makes the OrgDbOrgSettings changes you desire, see the Microsoft Knowledge Base article titled "OrgDBOrgSettings Tool for Microsoft Dynamics CRM 2011" (KB 2691237)

If making adjustments to these settings does not yield satisfactory levels of performance, then consider adjusting the value of the EnableRetrieveMultipleOptimization (ERMO) setting. The ERMO setting is commonly used to limit the duration of certain long running queries; specifically, to overcome issues related to local or deep business unit access within Microsoft Dynamics CRM 2011 security roles.

Many more details describing appropriate scenarios for the available settings are already available via the Microsoft Download Center in a revised version of the whitepaper "Optimizing and Maintaining the Performance of a Microsoft Dynamics CRM 2011 Server Infrastructure", in the sections “Optimizing the Performance of Queries against Large Datasets” and “Optimizing the Performance of Quick Find Queries”. The details are also available in the MSDN version of this whitepaper.

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OrgDbOrgSettings Editors:

You're probably familiar with the OrgDbOrgSettings command line tool (mentioned above) released by the CRM Product Group in the "Tools" package that is updated and released with each set of Update Rollup packages.  With it, you configure some .xml and call your .xml with the command line utility described in KB 2691237. However, you may be daunted by configuring this .xml, to the point that you may not use the tool, or use it minimally - not exploring the many options outlined in KB 2691237 that may be of use to you.  Well, the Microsoft Dynamics PFE team now has another option for you!  By popular demand, our esteemed CRM PFE colleague Sean McNellis has developed a tool  - a CRM 2011 / 2013 managed solution - that provides you with an easy-to-use GUI with which you can configure all of the options outlined in the Knowledge Base on a per-tenant basis.  Feel free to download it, install it, and check it out... I sure use it!

This is a FREE downloadable tool - the "Dynamics CRM 2011 Organization Settings Editor".  Check it out; the download page has screenshots and information that will help you make good use of the tool.  Sean has also published a Premier Field Engineering blog: "Azure Mobile + JavaScript + WebResources = Easy Editing of OrgDBOrgSettings in Dynamics CRM 2011!" to share more details on the tool. It is currently updated to include setting for CRM 2011 Update Rollup 16 and CRM 2013 Update Rollup 2, and he takes pride in keeping it updated. Thanks, Sean!

Note: there is a code issue with the CRM Client for Microsoft Outlook that was resolved in Update Rollup 16 Client packages.  Do not set either the AddressBookMaterializedViewsEnabled or DisableMapiCaching settings in the Organization entity metadata via the OrgDbOrgSettings tool in the Update Rollup Tools package or the Organizational Settings Editor on Codeplex if you are not running CRM 2011 Update Rollup 16 or higher on the Client.  Also, do not set this key prior to the next major release of CRM 2013.

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NOTE REGARDING "Deferring Database Updates when installing CRM 2011 Update Rollups"

My esteemed PFE teammate Sean McNellis published a blog you should be aware of regarding the possibility of deferring the CRM database updates when installing CRM 2011 Update Rollups.  Essentially, Dynamics CRM 2011 Update Rollup executable packages automatically process and update the organization database updates during the installation.  If your deployment has several large tenants or just one very large tenant you may prefer to first install the “binary” updates and worry about applying the database updates after the binary installation of the rollup (on an organization by organization basis). This would put the control and timing of when to update organizations from a SQL perspective in the hands of the administrator, and may make troubleshooting easier.

This feature allows you to separate the installation of the binary updates (DLL’s, executables, etc) from the installation of the database components (updated stored procedures, UDFs (user-defined functions), schema updates, out-of-box index changes, etc). Both updates still need to be completed as part of the update but you can now separately manage and execute those operations. This also allows you to retry database updates if they timeout or do not complete, without jeopardizing the installation binary updates.

I strongly urge you to read the entire blog to see if it applies to your needs.  Thanks again, Sean!

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General Update Rollup Notes:

  • Testing Update Rollups: Best Practices
    • Premier Field Engineering recommends treating Update Rollup 12 (and above) testing like testing a new, major CRM release because of the introduction of new functionality introduced with the December 2012 Service Release. Do all the standard testing like you generally do for all UR’s, but then also all the functional and performance testing that you would do with a new major release
    • 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 2011 to simulate your production user load in your testing environment, to shake out any performance-related issues early
      • Test using the permissions your end-user roles (most restrictive) 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

Microsoft Dynamics CRM 2011 and 2013 Custom Code Validation Tool

    • Consider familiarizing yourselves with this tool!
    • The Custom Code Validation tool for CRM 2013 is mostly the same as the Code Validation Tool for CRM 2011 UR12; the 2011 version has been deprecated and is no longer available. We added some additional checks for things that reference the 2007 endpoint or other things that will go away in 2013, so it's best to start removing them now. And, most of the checks in the tool were built into the installer for CRM 2013 as validation checks
    • Note that the URL for the CRM 2011 version of the tool now directs to the CRM 2013 version
    • Use the Microsoft Dynamics CRM 2011 Custom Code Validation Tool to identify potential issues with custom JavaScript in JavaScript libraries and HTML web resources. The Microsoft Dynamics CRM Online Q2 2012 Service Update and Microsoft Dynamics CRM 2011 Update Rollup 9 include significant changes in the web application in order to be able to support a variety of browsers such as Safari, Chrome, and Firefox. When using JavaScript code in Dynamics CRM, it is possible that some code will stop working or cause an error when you upgrade. The Microsoft Dynamics CRM 2011 Custom Code Validation Tool helps identify potential problems so that a developer can fix them
  • Update Rollup 12+ require Microsoft .NET Framework 4
  • Update Rollup 6 established a new servicing baseline. This will enable uninstalls of some future CRM 2011 Update Rollups, but this also means that Update Rollup 6 is prerequisite for installation of all future Microsoft CRM 2011 Update Rollups starting with Update Rollup 7
  • A database created with Microsoft Dynamics CRM 2011 Update Rollup 6 or a higher version cannot be imported to a deployment of Microsoft Dynamics CRM 2011 Update Rollup 5 or an earlier version. This scenario is not supported.  Best practice is to import databases or customizations between environments that are at the same Update Rollup level
  • As Update Rollup 18 is cumulative, containing all changes released in earlier Update Rollup releases, it also contains the Dynamics CRM Q4 Service Update features released via Update Rollup 6.  Some of these features include:
    • Outlook Client Updates:
      • Dialog Enhancements
      • Data Visualization Enhancements:
        • Chart Designer Enhancements
        • New Chart Types
      • Data Management Enhancements to:
        • Auditing
        • Duplicate Detection
      • Activity Feeds
        • Listening in on important activities in Social Media that take place around the people, accounts, contacts, leads or opportunities that you care about, including a Windows 7.5 phone application: "Business Hub"
        • Update Rollup 5 does not install Activity Feeds:

For more information about the Dynamics CRM Q4 2011 Service Update features, consult:

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Update Rollup 18 packages are available for download via: 

  • The Update Rollup 18 Microsoft Download Center page (released September 24th, 2014)
  • The Microsoft Update Catalog - all packages have a planned release date in Q4, 2014
  • The Microsoft Update detection / installation process
    • Note: Microsoft Dynamics CRM 2011 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 Update Rollup 17 "master" Microsoft Knowledge Base article
    • Please review my teammate Shawn Dieken's superb (and recently updated) blog posting "How to install Microsoft Dynamics CRM 2011 without an Internet Connection" which provides details on how to set up an install on a machine without access to the Internet
    • Please review my former teammate Jon Strand's equally superb 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

for these CRM components:

NOTE: On Jan. 20th, 2012 these installation files were updated to include CRM 2011 Update Rollup 6 (Build 05.00.9690.1992)

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 Microsoft Dynamics CRM 2011 Update Rollup 18 Prerequisites:

  • Essentially the prerequisites listed in the Microsoft Dynamics CRM 2011 Implementation Guide download or online versions for the various CRM components serviced
  • You must have Microsoft Dynamics CRM 2011 Update Rollup 6 installed (build 5.0.9690.1992) to apply this Update Rollup

Note regarding Microsoft Dynamics CRM Stack Technology Compatibility:

Do you want to know if certain Service Packs or versions of a Microsoft product are supported with Dynamics CRM? Now we have all of this in one “living" Knowledge Base article: the Microsoft Dynamics CRM Compatibility List.  For example, you can use this KB article to determine the latest Microsoft SQL Server major version and Service Pack that is supported. Microsoft lists new products like Internet Explorer 11+ and Microsoft Windows 8.x as TBD until testing is complete; generally near General Availability (GA) of that product.

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Issues resolved via Microsoft Dynamics CRM 2011 Update Rollup 18: 

Microsoft Dynamics CRM 2011 Update Rollup 18 is the seventeenth (considering that Update Rollup 9 was not released publicly) of a series of cumulative Update Rollups that include fixes for the issues that are or will be documented in the "Master Knowledge Base Articles" for CRM 2011 Update Rollups.  As they are cumulative, Update Rollup 18 contains all fixes shipped via Update Rollups 1-18, including fixes that were never publicly released via Update Rollup 9.

  • PrincipalObjectAccess records are orphaned when the script is run from http://support.microsoft.com/kb/968520
  • Synchronizing updated Tasks from CRM to Outlook causes duplicates to appear in Outlook
  • Users attempting to save a Goal that has a count metric type that uses a custom rollup field (integer) in Microsoft Dynamics CRM 2011 will encounter the following error:
    •  "A Rollup Query cannot be set for a Rollup Field that is not defined in the Goal Metric"
  • Error when importing a Managed Solution for an entity with Many to Many (N:N) Relationships with Offline Capability for CRM for Outlook checked:
    • "ManyToManyRelationshipService.Update caught exception: System.ArgumentException: An item with the same key has already been added."
  • If you Add or Delete a field from a form in Form Designer which also contains a sub-grid that is set to auto-expand, then the auto-expand will fail after a Save and refresh is performed
  • Users of the Microsoft Dynamics CRM 2011 Client for Outlook may experience slow performance in views if those views contain attributes with the Option Set data type
  • After installing Update Rollup 16 or Update Rollup 17 on CRM 2011, users that are members of teams with an assigned security role can no longer access CRM and receive a 404 error
  • If you have more than 3 recipients on an Appointment that are not available, then the Scheduling Alert does not pop up and the Appointment will not be saved
  • Emails are sent out from Outlook with duplicated tracking tokens
  • The sort order for a view changes when switching back to a view where one had previously defined a custom sort order
  • When a Managed Solution is imported that updates an existing solution that contains customizations from another Managed Solution, not all labels included in the update are applied to the system
  • When replying to an email from within the CRM for Outlook client, duplicate records are created in the ActivityPointerBase table
  • The Create Activity dialog fails to open during a Mail Merge operation
  • Each LookupMru entry in the UserEntityUISettingsBase table is added to the OfflineQueue table for offline functionality of the CRM for Outlook client, even though no changes to the record or the MRU list have been made, which can cause performance issues
  • When you upgrade to Update Rollup 16 or Update Rollup 17 for CRM 2011 and you have workflows that contain wait conditions on attributes, the wait conditions may fail if they are not one of the following attribute types:
    • DateTime, Status, Boolean, Decimal, Float, Money, Integer, Picklist/OptionSet
    • This occurs if you have enabled the OrgDbOrgSetting: ActivateAdditionalRefreshOfWorkflowConditions
  • If a user opens a record from a parent record such as an Account in the Outlook Client and then clicks a link on that record to take them back to the parent record, the focus on the parent record does not occur
  • After installing Update Rollup 12, there are changes to the Microsoft Dynamics CRM 2011 forms that may impact the visually impaired such as lighter colors and the absence of highlighting on items such as the SiteMap and Tab titles
  • After installing Update Rollup 17, summary values do not show when Report Wizard built reports are saved to Excel
  • After installing Update Rollup 17 users can no longer use the backspace button in any text fields if they are not using the System Setting "Load pages in the most recent version of Internet Explorer"
  • When synchronizing recurring Appointments from the Microsoft Dynamics CRM Client for Outlook in Microsoft Dynamics CRM 2011, users receive frequent reminder notifications even if the reminder is dismissed
  • When attempting to page through Quick Find results in the Microsoft Dynamics CRM 2011 Client for Outlook after sorting, users receive the following error:
    • "There was an error displaying the records in this view"
  • Memory leaks can occur during solution import when plugin assemblies are included in the solution
  • When you register a plugin assembly that contains custom workflow activities in one version of .NET framework, and the plugin assembly is updated in Visual Studio to use a different version of .NET framework, you are not able to use the additional custom workflow activity in the workflow editor
    • This occurs because the assembly is loaded in the primary appdomain for the W3WP process
  • When you copy or clone a Contract from the ribbon on a Contract record, the cloned Contract is shown. If you then modify the cloned Contract and press Save, the original Contract is shown after the Save completes
  • If a user’s logon domain is different from the Fully Qualified Domain Name, Deployment Manager crashes while opening
  • When a user has delegate access to a Calendar and they receive a Meeting Request for another user, the Appointment is never created in CRM:
    • The Appointment states, "This meeting will be tracked in CRM after it is saved or sent"
  • When calling AddMembersTeamRequest to a Team that has been shared to a record simultaneously to two or more Teams with the same set of members, blocking in the database on the Subscription.ReInitialize column if the members are configured for Outlook
  • Daylight Savings Time rules are incorrect for Egypt time zones after installation of Fix It updates for Windows
  • Workflows are triggered after resolving a case, even if the fields are not updated when the Form Assistant is enabled
  • Tracking an email through the CRM Email Router in CRM 2011 when there are two images embedded in the body and one image is a link to an image (url), the image that was not the link is duplicated and replaced the one with the link
  • When the AddressBookMaterializedViewsEnabled OrgDbOrgSettings value is set to True, and Update Rollup 16 is installed on the server and client, searching for records in the CRM client for Outlook Address Book will not return correct records and the sort order may be incorrect
  • Changing the SharePoint display language breaks the CRM to SharePoint Integration
  • When printing the results of an Advanced Find view in Microsoft Dynamics CRM 2011, users will notice that some rows are incomplete due to page breaks occurring on the page
  • Adding a read-only duration field to the Microsoft Dynamics CRM 2011 Appointment form prevents the start and end dates from defaulting to today's date and time
  • When using the CRM for Outlook client with Update Rollup 16 applied a Quick Find search on the Account entity shows correct columns on the first search. If you search a second time with the same or different search phrase, columns which belong to related entities are missing in the result set
  • After Update Rollup 16 is applied, Silverlight web resource grids formatted with "Use available area (Stretch to Fit)” no longer sizes the grid height properly
  • Clicking the Mail Merge button in the ribbon bar of the Advanced Find screen when an entity is selected on the sub-grid, the Mail Merge window does not open
  • Under certain conditions, emails that are tracked and sent will not successfully promote to Microsoft Dynamics CRM and the user will receive an error:
    • “Unknown error occurred while synchronizing data to Outlook.Item Name=SUBJECT”
  • Updated Conditional formatting on Outlook does not show updated results
  • In the Dynamics CRM Outlook Client, when going back Online, the ActualEnd value is reset on an Activity that was completed while offline
  • After updating the Microsoft Dynamics CRM 2011 Client for Outlook past Update Rollup 11, users are no longer able to scroll through the email description field contents using the Reading Pane
  • Emails are sent with duplicate tracking tokens
  • An error occurs " intermittently when running reports:
    • "MSCRM Data Connector Not Installed"
  • The "Set this computer to be the Synchronizing client" option does not take effect when selected
  • DST change Russian time zone changes
  • Adding a read-only duration field to the Microsoft Dynamics CRM 2011 Appointment form prevents the start and end dates from defaulting to today's date and time
  • After installing Update Rollup 17, the ViewID attribute of the NavBarByRelationshipItem tag in FormXML is not being respected
  • After upgrading to the latest CRM 2011 List Component for SharePoint 2010, a script error occurs, which will typically block the prompt on whether or not the user wants to create the folder location:
    • SCRIPT5009: 'IsNull' is undefined createfolder.aspx, line 11 character 4
  • If You are assigning Team Membership via plugin, the user Cache does not get invalidated, causing an error when trying to retrieve a record
    • The issue occurs if the Team is has a security role and Access Rights are controlled via Team ownership
  • Dynamics CRM 2011 with SharePoint 2010 or 2013, the edit properties page not scrollable when list has multiple fields
  • You execute a report after installing Update Rollup 17 for CRM 2011 and suddenly receive rsProcessingAborted errors when running reports
  • When you receive a mail from Outlook with numbered list (auto-numbering) in the email body into CRM and reply to this from within the web client, the email layout is changed and body does not display the numbering of the first level of auto-numbers
  • Outlook Email Form does not open once the focus is changed to Inbox from CRM folders
  • Invalid time set/displayed when using custom time formats
  • JavaScript error occurs when navigating on the forms for Facilities and Equipment:
    • “Unable to get property ‘raiseEvent’ of undefined or null reference”

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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 16 contains all fixes previously released via Update Rollups 1-15 as well as fixes newly released via Update Rollup 16. So if you install Update Rollup 16 on a machine upon which you previously installed no Update Rollups, you will need to manually enable any desired fixes for Update Rollups 1-16:
    • Update Rollup 1: no updates requiring manual configuration
    • Update Rollup 2 for Microsoft Dynamics CRM 2011 contains the following update that you must enable or configure manually - details on enabling or configuring can be found in this Microsoft Knowledge Base article:
      • 2535245 RetrieveMultiple optimization for basic depth needed for local and deep depth read privileges in Microsoft Dynamics CRM 2011
      • NOTE: see comments near the beginning of this blog regarding significant rework to EnableRetrieveMultipleOptimization released in Update Rollup 10
    • Update Rollup 3: no updates requiring manual configuration
    • Update Rollup 4: no updates requiring manual configuration
    • Update Rollup 5: no updates requiring manual configuration
    • Update Rollup 6 for Microsoft Dynamics CRM 2011 contains the following update that you must enable or configure manually - details on enabling or configuring can be found in this Microsoft Knowledge Base article:
      • 2664150  Steps to clean up the PrincipalObjectAccess table in Microsoft Dynamics CRM 2011 after Update Rollup 6 is applied
    • Update Rollup 7: no updates requiring manual configuration
    • Update Rollup 8: no updates requiring manual configuration
    • Update Rollup 10 (includes hotfix components of Update Rollup 9): no updates requiring manual configuration to enable, but
      • Note my above comments regarding ERMO (EnableRetrieveMultipleOptimization) option configuration via registry keys or (preferred) OrgDbOrgSettings updates
      • This information supercedes the information in KB 2535245, which discusses EnableRetrieveMultipleOptimization enhancements shipped in CRM 2011 Update Rollup 2
    • Update Rollup 11 for Microsoft Dynamics CRM 2011 contains the following update that you must enable or configure manually - details on enabling or configuring can be found in this Microsoft Knowledge Base article:
      • 2820838 Microsoft Dynamics CRM E-mail Router Rule Deployment Wizard does not work in an Exchange 2003 and Exchange 2010 mixed environment
    • Update Rollup 12 for Microsoft Dynamics CRM 2011 contains the following update that you must enable or configure manually - details on enabling or configuring can be found in this Microsoft Knowledge Base article:
      • 2820835 Sync the private property from Outlook appointments to Microsoft Dynamics CRM 2011 with Update Rollup 12
    • Update Rollup 13: no updates requiring manual configuration
    • Update Rollup 14: no updates requiring manual configuration
    • Update Rollup 15: no updates requiring manual configuration
    • Update Rollup 16: no updates requiring manual configuration
    • Update Rollup 17 for Microsoft Dynamics CRM 2011 contains the following update that you must enable or configure manually:
      • When you attempt to deploy a mailbox rule using the forward mailbox rule deployment wizard, with a split deployment for Exchange 2010 where your mailbox servers are not client access servers, you receive an error: Failed to access the default store for the user. To enable this fix,
        • On the Email Router machine, add a new String value Key named "CASServerName" in the path HKEY_Local_Machine\Software\Microsoft\MSCRMEmail, then:
        • Enter the NetBIOS name of one of the Exchange CAS servers
    • Update Rollup 18: no updates requiring manual configuration

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Mismatched Update Rollup versions within a Microsoft Dynamics CRM deployment

In a scenario where you may be running many client workstations with Microsoft Dynamics CRM 2011 for Microsoft Office Outlook, a common question is whether it is supported to run mismatched versions. For example, where Update Rollup 5 has been installed on the CRM Server but the Outlook clients are still on Update Rollup 1, or where Update Rollup 1 is on the CRM server but due to updates available to the Outlook client you have decided to install Update Rollup 6 on the clients without installing Update Rollup 4 on the server.

The general rule of thumb is to try to keep the versions in sync as much as possible, and we recommend that you avoid deltas of more than one version between client and server.  So ideally, you would be running Update Rollup 14 server with Update Rollup 13 or 14 on your Outlook client. However, it is permissible (though not recommended as a long-term solution) to run mismatched Update Rollup versions on Outlook client and server, as Microsoft does do some testing of such combinations.

However, regarding the other Update Rollups (for example Rollups for the Microsoft Dynamics CRM 2011 Email Router or Microsoft Dynamics CRM 2011 Reporting Extensions), it is not supported nor recommended to run mismatched versions. A best practice is to update these components at the same time you update your CRM Server.  Do the best you can to keep these Update Rollup versions in sync.

For more information, see the blog posting "User experience while accessing CRM 2011 application servers while Update Rollups are being applied"

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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 2011 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 2011 Update Rollups 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
Senior Premier Field Engineer
Microsoft Corporation

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CRM2011UR18Podcast.mp3

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