Podcast and Overview: Microsoft Dynamics CRM 2015 Update 0.2 (for CRM 2015 On-Premise)


Contents:

We’re proud to announce that packages for Microsoft Dynamics CRM 2015 Update 0.2 (Update Rollup 2) were released on November 11th, 2015 to the Microsoft Download Center!  Packages should appear on Microsoft Update in Q4 2015.

Important Note: An update for the CRM for Outlook client will not be included with this version

  • Clients can remain on the 7.0.1 release for the CRM for Outlook Client or if the fixes included in this release are required, the clients must be upgraded to the 7.1.1 release
  • It is supported to upgrade the CRM for Outlook Client on version 7.0.1 directly to 7.1.1 and does not require first applying the 7.1.0 release

CRM 2015 Update 0.2 packages are released for:

  • Microsoft Dynamics CRM 2015 Server
  • Microsoft Dynamics CRM 2015 E-mail Router
  • Microsoft Dynamics CRM 2015 Language Pack (aka MUI; Multilanguage User Interface)
  • Microsoft Dynamics CRM 2015 Reporting Extensions (aka SSRS Data Connector)

Note the naming convention change! For more details, see the Dynamics CRM Product Group blog “New naming conventions for Microsoft Dynamics CRM updates

Microsoft Dynamics CRM 2015 Update 0.2 Build number:

7.0.2.0053

Microsoft Dynamics CRM 2015 Update 0.2 Microsoft Download Center page

Here’s the “Master” Microsoft Dynamics Knowledge Base article for Microsoft Dynamics CRM 2015 Update 0.2: (KB 3075889). Going forward, the plan is to continue publishing Master Knowledge Base articles for CRM Updates a bit in advance of release to aid planning.

Podcast

On Friday, November 13th 2015 Greg Nichols and Ryan Anderson from the Microsoft CRM Premier Field Engineering Team provided information about:

  • The release of Microsoft Dynamics CRM 2015 Update 0.2
  • New fixes made available In Microsoft Dynamics CRM 2015 Update 0.2

during their Microsoft Dynamics CRM 2015 Update 0.2 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 supported Microsoft Dynamics CRM Update Rollups and Service Packs, visit the “CRM Update Rollup and Service Pack Collateral Page

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Important note:

An updated Unified Service Desk (Build 06.01.0001.0132) for CRM 2013 Service Pack 1 and CRM 2015 has been released as part of Update Rollup 1 for Microsoft Dynamics CRM 2013 SP1. See the following Microsoft Download Center webpage for download details:

Unified Service Desk for Microsoft Dynamics CRM 2013 / 2015

General Upgrade Rollup and Service Pack Notes:

  • Testing CRM Update Rollups: Best Practices
    • Microsoft Dynamics CRM Premier Field Engineering recommends doing all the standard testing you generally do for all Updates, 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 2013 and 2015 to simulate your production user load in your testing environment to shake out any performance-related issues early. The link point to a recently-released version of the Toolkit reworked to support CRM 2013 and CRM 2015!  Talk to your TAM (Technical Account Manager) if you want Premier Field Engineering to help your team install and configure it!
      • 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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Microsoft Dynamics CRM 2015 Update 0.2 packages are available for download via: 

  • The Microsoft Dynamics CRM 2015 Update 0.2 Microsoft Download Center page – released November 11th, 2015
  • The Microsoft Update Catalog (no Client packages this time)
  • The Microsoft Update detection / installation process
    • Note: Microsoft Dynamics CRM 2015 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 Microsoft Dynamics CRM 2015 Update 0.2 “master” Microsoft Knowledge Base article
    • Please review the PFE blog posting “CRM 2011: Silently Installing Update Rollups” which provides details on installing CRM Outlook client Updates “silently” in order to limit end-user interruption, which also applies to CRM 2013 and CRM 2015 Updates, Update Rollups, and Service Packs

for these CRM components:

Microsoft Dynamics CRM Server 2015

Microsoft Dynamics CRM 2015 for Microsoft Office Outlook (Outlook Client) (no Update 0.2 Package release for this)

Unified Service Desk for Microsoft Dynamics CRM 2015 (no Update 0.2 Package release for this)

Provides a configuration-based framework for quickly building agent applications for call centers. You can aggregate customer information from different areas in Microsoft Dynamics CRM into a single desktop and get a 360° view of customer interactions

Microsoft Dynamics CRM 2015 Email Router

Microsoft Dynamics CRM 2015 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 2015 download. When you extract the Server package (CRM2015-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 2015 Language Packs (aka MUI, Multi-language User Interface)

Microsoft Dynamics CRM 2015 for Windows 8 (“MoCA” – the Mobile Client Application available via the Windows Store)

Microsoft Dynamics CRM for iPad (in iTunes)

Microsoft Dynamics CRM 2015 Report Authoring Extension (with SQL Server Data Tools support) (no Update 0.2 Package release for this)

Microsoft Dynamics CRM 2015 List Component Microsoft Dynamics CRM 2015 List Component for Microsoft SharePoint Server 2010 and Microsoft SharePoint Server 2013 (for multiple browsers)  (no Update 0.2 Package release for this)

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Microsoft Dynamics CRM 2015 Update 0.2 Prerequisites:

  • Essentially the prerequisites listed in the Microsoft Dynamics CRM 2015 Implementation Guide download or specific TechNet content for the various CRM components serviced

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Issues resolved via Microsoft Dynamics CRM 2015 Update 0.2: 

Microsoft Dynamics CRM 2015 Update 0.2 contains fixes for issues reported by customers or discovered via internal testing:

  • Unable to change the sort order on a view that has two sort conditions in the Mobile Client
  • “Next Stage” button is lowered and unclickable within Business Process Flows in Google Chrome
  • “Status Reason” options are not being prompted when deactivating a Campaign from Form
  • Unable to uninstall a managed solution
  • Cannot schedule service with CZ number format in place
  • The default font in an Email does not have a proper font tag in the HTML Definition
  • Multi-line fields auto grow even though the field definition is not set to “automatically expand to use available space”:
    • Once you tab out of the field the Multi-line field gets automatically expanded and the scroll bar disappears
    • This causes the form rendering to become corrupted
  • After applying Update 0.1 to Microsoft Dynamics CRM 2015, customers are no longer able to import organizations:
    • The following exception is logged: 07:53:20| Error| Import Organization (Name=”orgName”, Id={orgID}) failed with Exception: System.Data.SqlClient.SqlException (0x80131904): Could not find stored procedure ‘p_CreateAuditEntry’
  • If a tracked email is sent from Outlook but viewed or edited before leaving the Outbox folder it will not send
  • Managing Security Roles on large teams can timeout or take a long time to complete
  • Cannot apply Database Updates to CRM 2015 0.1 with SQL Server 2014 Enterprise
  • Bundles product quantities are displayed incorrectly
  • Open Recurring Appointment requires read privilege at higher level than the User level on Activities
  • Egypt Daylight Savings Time fix for 2015
  • SDK: addPreSearch method does not work when applying prefilter to the product lookup
  • When filtering a lookup based on related records, all active records are displayed with the initial dropdown is displayed, instead of the filtered resultsFiltered results being displayed by clicking “Look up more records”
  • SuppressDuplicateDetection parameter not honored in UpdateRequest from a child PipelineExecutionContext
  • Unable to insert Email template for Email message with multiple recipients
  • After the upgrade from CRM 2015 RTM to 7.0.1.129 (CRM 2015 Update 0.1), when users open an Opportunity record, the form functions incorrectly and the user is not able to edit the fields
  • Advanced find view is unable to sort on Estimated Date field
  • Cannot tab into ellipsis buttons on Report Wizard, and tooltip is missing
  • Cannot tab into Service Calendar or Service Calendar items
  • Emails sent out in Microsoft Dynamics CRM 2015 from a Quick Campaign are not including attachments if the email was created from a template that had an attachment
  • If you import a managed solution containing one or more entity scoped business rules which are conditional on a custom field also contained within the solution, you may not be able to delete the solution due to dependency issues
  • When upgrading from CRM 2013 to CRM 2015 some entities business rules may be deactivated
    • For example, where you upgrade from CRM 2013 SP1 UR1 to CRM 2015 with active Business Rules on Account, Contact and Opportunity
    • After the upgrade Account and Contact are Deactivated but Opportunity might be Active
  • Email address gets removed when performing the Save action for an Email activity
    • This only happens when the Email Address exists within multiple CRM records, for example when 2 contacts have the same email address
  • Japanese text shows up as invalid characters in Email description on Activity
  • Every time an Email is being promoted to CRM in the Microsoft Dynamics CRM 2015 Client for Outlook, users are shown two progress dialogs with the titles of “Contacting CRM” and “Wrapping Up”
    • This interrupts the tasks the users are working on as all mouse and keyboard actions are blocked
  • When creating a User Chart for the QueueItem entity for a Public Queue in Microsoft Dynamics CRM 2015, the chart will not be displayed
  • When adding a Phone Call to an Account from a subgrid on the Account form, the call to and regarding objects are not pre-populated
  • The information regarding how a Lead was created from a Campaign Response in Microsoft Dynamics CRM 2015 is not being retained during the conversion process
  • Unable to proceed to the next stage of a Business Process with mandatory fields populated
  • Yomi field customization form does not show correctly and errors occur while saving the record
  • In Advanced Find, some lookup fields have less operators available to pick that other lookups
  • For CRM 2015 organizations with PT-BR or ES language base, a user is not able to define the Conditions for the Calculated fields for the following entities:
    • Opportunity Product, Order Product, Quote Product, or Invoice Product
    • The same error happens to define condition for the Business Rule on the entity Opportunity Product
  • The header of an Email sent from CRM 2015 is not encoded
  • Unable to change the Access Team template in a custom subgrid
  • Custom field gets disabled when placing multiple fields on a form
  • Exported solution contains unnecessary tags
  • Adding a multi-line form control such as an Iframe or Web Resource to a form will not respect a non default number of rows for height if visibility is collapsed by default
  • Clicking the home button in a chart after drill down becomes stuck in a load state
  • Length of an exported file name changes when it contains double-byte character
  • An all day Appointment is displaying an incorrect duration:
  • If you create a DST (Daylight Saving Time) all day Appointment in the web client, then the Appointment will be displayed incorrectly in the Mobile Client with Duration 2 days
    • Also, if you create the DST all day Appointment in the Mobile Client, then the Appointment will be displayed incorrectly in the web client with Duration 2 days
  • Onload Script does not work with PreSearch filter in Mobile tablet Application
  • Modifications of the remainingterms field within the Entitlement entity after case closure does not get tracked in auditing
  • Assigning records throws an error when assigning the User has User level assign permissions
  • If a Note is entered using the Chrome browser and the title ends in a number, then the Note title is changed to the current datetime
  • Unable to install Dynamics CRM to a SQL Instance shared with Dynamics GP
  • The Done button in Contact is displayed in Japanese even though the UI Language is set to English
  • View sort as descending on Activity Type causes a SQL error
  • Quick Find view definition is not properly considered:
    • The columns being defined in the “Quick find view” do not get used in the result that is displayed
  • When Adding Activities from an Opportunity/Quote/Order/Invoice subgrid, a JavaScript error is displayed:
    • Unable to get property ‘entity’ of undefined or null reference
  • An error occurs in SharePoint Document Management regarding pop-ups even though pop-up blocker is disabled when using Microsoft Edge or Google Chrome
  • Microsoft System Center Management Pack for Dynamics CRM 2015 version 7.0.0.0 discovers additional servers as being CRM servers
  • After a Solution Import a Workflow loses content regarding OptionSet fields that aren’t visible at the form
  • NavBar does not load when parameter added to querystring of main.aspx
  • Organization statistics will now be validated at an organizational level based on the Client UEIP Disabled setting in OrgDBOrgSettings
  • Many Lines of Filter Criteria for Report Filter page causes Run Report button to be lost
  • Outlook client stops working after change of Network password if credentials are cached
  • When you add new licensed users in CRM Online, those users are not created
  • Async Service Stops Processing Jobs Requiring Async Service Restart
  • SLA Timer on cases showing incorrect time for non English region setup
  • Using SDK clearOptions method may result in the error “Unable to get property ‘get_editElement'”
  • Assigning records throws an error when assigning user has user level assign permissions

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Full Text indexing now provided for CRM On-premise customers with Update 0.1 and later!

By default, Microsoft Dynamics CRM 2015 with Update 0.1 installed uses the same search functionality that was available in previous releases, which is based mostly on string matches. Now, with CRM 2015 Update 0.1, CRM system administrators have the option to use full-text indexing for Quick Find.

We recommend that you consider enabling full-text indexing for Quick Find because it can provide a better search experience by improving query performance. Full-text search also uses more sophisticated indexing methods that includes support for linguistic-based searches and superior relevance ranking. While the previous search method (standard indexing) returns results based on literal matches, full-text indexing returns linguistic-based matches. For example, the term “service” can return similar words like servicing and serviced.

Note to CRM Administrators: When you enable full-text indexing for a database with a large number of columns, the size of the transaction log of the organization database may increase. So as always when configuring Quick Find, consider the implications by reviewing the full TechNet documentation for this feature addition: Configure Quick Find options for the organization

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Support for new technologies provided by CRM 2015 Updates:

The Microsoft Dynamics CRM Engineering team consistently tests Microsoft Dynamics CRM and associated CRM Updates 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 Updates 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 2015 Update 0.1 provides support for:

Microsoft Dynamics CRM 2015 Update 0.2 provides support for:

 

Hotfixes and updates that you have to enable or configure manually

Occasionally, updates released via Microsoft Dynamics CRM Updates require manual configuration to enable them. Microsoft Dynamics CRM Updates are always cumulative; for example, Update 0.2 will contain all fixes previously released via Update 0.1 as well as fixes newly released via Update 0.2. So if you install Update 0.2 on a machine upon which you previously installed no Updates, you will need to manually enable any desired fixes for Update Rollups 0.1-0.2:

  • Microsoft Dynamics CRM 2015 Update 0.1: no updates requiring manual configuration
  • Microsoft Dynamics CRM 2015 Update 0.2: no updates requiring manual configuration

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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 2015 Update Rollups 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 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

CRM2015u02.mp3


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