Podcast and Overview: Microsoft Dynamics 365 (on-premises) Update 2.2


We're proud to announce that all packages for Microsoft Dynamics 365 (on-premises) Update 2.2 were released October 26th, 2017 to the Microsoft Download Center and are available for download! Appropriate packages will appear on Microsoft Update shortly.

Note: The Updates documented in this blog update the Dynamics CRM 2016 components described in this Microsoft Knowledge base article:

Microsoft Dynamics CRM Installations, Updates and Documentation

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 365 (on-premises) Update 2.2 Build number:

8.2.2.112

Microsoft Dynamics 365 Update 2.2 Microsoft Download Center page

Here's the "Master" Microsoft Dynamics Knowledge Base article for Microsoft Dynamics 365 (on-premises) Update 2.2: (KB 4046795). Going forward, the plan is to continue publishing Master Knowledge Base articles for CRM Updates a bit in advance of release to aid planning.

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The "Microsoft Dynamics CRM / Dynamics 365 Updates: Release Dates, Build Numbers, and 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 Updates, Update Rollups, and Service Packs, visit the "Microsoft Dynamics CRM / Dynamics 365 Updates: Release Dates, Build Numbers, and Collateral" page.

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Important note:

An updated Unified Service Desk for Microsoft Dynamics 365 (Build 2.2.2.85) has been released. See the following Microsoft Download Center webpage for download details:

Unified Service Desk for Microsoft Dynamics 365

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 to simulate your production user load in your testing environment to shake out any performance-related issues early. The link above points to a recently-released version of the Toolkit reworked to support CRM 2016! 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 365 (on-premises) Update 2.2 packages are available for download via:

  • The Microsoft Dynamics 365 (on-premises) Update 2.2 Download Center page. Released October 26th, 2017
  • The Microsoft Update Catalog - release date TBD
  • The Microsoft Update detection / installation process
    • Note: Microsoft Dynamics CRM 2016 / Microsoft Dynamics 365 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 365 (on-premises) Update 2.2 "master" Microsoft Knowledge Base article

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Microsoft Dynamics 365 (on-premises) Update 2.2 Prerequisites:

  • Essentially the prerequisites listed in the Microsoft Dynamics CRM 2016 Implementation Guide download or Online TechNet for the various CRM components serviced

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Fixes released via Microsoft Dynamics 365 (on-premises) Update 2.2:

  • Microsoft Dynamics 365 App for Outlook is failing to convert QuickCreate and BusinessLogic metadata
  • A dependency error occurs when importing the January Project Service update
  • Business Process Flow instances are getting recreated on the reload of the record even though they were explicitly deleted via the SDK
  • The related records arrow does not display on the offline form in Outlook
  • Tracked Email in Outlook fails with the following error: "SYSTEM user account not found"
  • The arrow and collapse icons are missing from Business Process Flows on Windows 7 machines
  • The TransactionCurrencyId on goal records is set to Guid.Empty, which leads to errors retrieving records
  • The Company News solution fails to update
  • Performance issues with Business Process Flow create and update requests
  • Unable to track Exchange emails
  • The email Description field is not displayed on a Quick View form
  • Quote, Order, and Invoice Product sub-grids are misaligned
  • Server Side Synchronization sends the same email repeatedly every 30 minutes
  • Accessing Documents on the Knowledge Articles entity fails in the Interactive Service Hub
  • Slow swipe performance on iOS and Android mobile app
  • Workflows are suspended temporarily due to error: Cannot insert the value NULL into column 'WorkflowLogId' of WorkflowLogBase table
  • Users are unable to open and edit workflows created before upgrading to 8.2
  • Trials are being created in Administrative Access Mode
  • Records cannot be deleted when engaged in a Business Process Flow
  • Unable to change the Active Stage of a Business Process Flow via workflow
  • Performance issues occurred while deleting records associated with a Business Process Flow
  • Cannot add dynamic values to global option set fields in a workflow
  • An error is occurring while inserting an email template in an Email Activity
  • Ribbon button issues when navigating back and forth between the main form and associated grids
  • The top search bar requires multiple clicks
  • An error occurs trying to Qualify a Lead which was already Qualified
  • An Order can't be created from a Quote
  • Duplicate detection rules do not work with a plugin on a custom field set for pre-validation
  • On the case main web form, the + button on the Connection sub-grid is not working
  • Unable to edit and save the Field Service sitemap due to special characters
  • Fetch result enhancements from Web API and FetchXml
  • Relevance Search opt-in event is missing
  • Knowledge Articles cannot be sorted in ISH
  • Unable to open records after upgrading to 8.2
  • Data is missing when performing a quick find for Knowledge Articles in ISH
  • Map Behavior from Landing Space is not working on iOS
  • Unable to qualify a lead when duplicate detection is enabled
  • An error occurs when closing the case form after deleting an email with an attachment
  • The setActiveProcess function fails on new records
  • The SetActiveProcess function does not refreshing the process control
  • The SetActiveProcessInstance function does not change process instance
  • The setActiveProcess function gives an additional pop-up when registered as an OnSave event
  • The setActiveProcess function is triggered more than once when opening a form which has a different Business Process Flow already associated
  • An error occurs while setting the Business Process Flow using the setActiveProcess method
  • When sending a new email in ISH, the page is stuck and displays a spinning icon
  • Adding resources to a Resource Group fails after Minimal copy
  • The page selector doesn't work after a quick find search for Knowledge Articles in ISH
  • User sync is failing for users that own an Email Server Profile record
  • AppModules won't show up in home.dynamics.com after a tenant transition
  • An error occurs while viewing Audit History for SLA KPI Instance records
  • An error is occurring while inserting an email template in an Email Activity
  • Unable to see text in Email Templates if the template contains the symbols < >
  • The user name in top navigation bar is missing
  • An error occurs when clicking on search in the mobile client
  • Solution Export is not ordering Required Components before dependent Business Process Flows
  • The entity ribbon menu disappears when clicking on the customize card option in a form
  • Ribbon buttons do not properly deactivate when navigating back and forth between the main form and associated grids
  • Editable grids disappear during browser refreshes
  • Subgrids do not load if the LazyLoadSubgrid feature is enabled
  • An error occurs when inserting an email template
  • Contacts are reappearing even after being removed from the contact lookup field
  • Notes can not be added in all Activity records
  • Lookup fields are not getting refreshed when changing the entity in a search using the mobile client
  • A memory leak occurs while Navigating from Opportunity to Contact records, and Contact to Opportunity records
  • Solution uninstall and upgrade is blocked after upgrading to 8.2
  • Unable to open security roles in IE11 and Edge browsers
  • Unchecking entities for Document Management is stopping and restarting auditing on an entity level
  • Sales Analytics content pack import fails with an 'Invalid XML' error
  • Add an OrgDbOrgSetting to force AsIfPublished to be false for RetrieveAllEntities
  • More than one Configuration Folder is allowed by Server Side Sync to exist in Exchange
  • Email is getting synced in CRM using unapproved user settings
  • Orphaned localized labels are blocking solution import, upgrade, and uninstall
  • The Next Stage button of a BPF is overlapping the collapse BPF arrow, and the Next Stage arrow is missing when the Stage label is truncated
  • "Your changes have not been saved" message appears when clicking Send to reply to an email
  • Pressing the phone icon on a Contact Card does not initiate a call in the mobile client
  • Emails that have OneDrive attachments fail to track
  • Unable to view Knowledge Article Views in the Web Client
  • Text input within < > tags in notes section has extra characters added to it automatically
  • Remaining Terms are increased after reopening an Incident record
  • Forwarding or replying to an email within CRM sets the Received Date as Date Only
  • Duration In Days is not calculated correctly in Contracts
  • Custom lookup values are not retained on response emails
  • BPF-related errors occur when converting a Quote to an Order
  • Merging cases does not function as expected
  • HTML code appears when a format is applied to dynamic values in an email body
  • Publish All fails with orphaned CustomControlDefaultConfig records
  • An error message occurs when enabling a Field Security Profile for the Priority Code field of Appointment entity
  • Web Resource height is not set properly
  • The line break behavior between IE11 and Firefox is difference when creating Email Templates
  • An error occurs when trying to add addresses using the Safari browser on an iPad
  • RetrieveMultiple does not work on the Customer Service Calendar with varying day schedules
  • Opportunity Product form fields are not being set to read-only after setting them to read-only in the UI
  • Organizer field values disappear when an appointment is created from a sub-grid
  • An error occurs when adding users or contacts to a team
  • Edge browser fails and redirects when filtering a view with a custom filter
  • The Scroll Bar on read-only fields is not visible
  • The Command Bar is missing in Multi Entity Search in the pop-out context
  • Unable to add Write In Products from the Product Associated View
  • OnSave events do not trigger on 'Close as Lost' or 'Close as Won' for Opportunity records
  • The Entity name label for a secondary language is not changed when importing a patch solution
  • Goal Participating Records don't show records with the same filter as rollup fields
  • Storage warning calculations overflow for large values, causing incorrect results
  • Unlicensed Global Admins can only provision an instance with Sales and Customer Service roles
  • When setting the Currency using jScript, the symbols for money fields are not being updated
  • Whenever a Quote is revised, all fields on the Closed state record are updated
  • API calls that contain a GUID in the alternate key field will try to resolve as a record ID instead of the alternate key
  • Control bar options disappear in Android devices
  • Sub grid column headers are misaligned
  • Saving a record after setting a lookup field shows loading dots forever in the mobile client
  • Ctrl + Shift + S keyboard shortcut saves the form but does not open a new form
  • Assign button is not visible on the case form using Legacy Form Rendering
  • A script error occurs in FireFox after closing a record
  • The cursor goes to the beginning of a lookup field instead of to the value being removed when trying to clear a lookup field
  • The view selector doesn't retrieve expected records after a quick find search for Knowledge Articles in ISH
  • Power BI tiles on Personal Dashboard spin forever on Windows 10 devices
  • Contacts are getting created automatically using folder-level tracking when the option to Automatically Create Contacts is off
  • Auto save is not always triggered for description field updates
  • An error occurs when deleting a Sales Team member on an Opportunity record
  • A SharePoint folder is converted to a OneNote notebook when clicking the OneNote tab from CRM
  • Input fields on a search page delete letters when typed too fast
  • Quick View forms are not working for Appointments
  • When Prepare Client Customizations fails, it results in an empty log file
  • A memory leak occurs when Bing maps is enabled
  • The "Remove Value" button is disabled in Web Resource Lookup record dialogs
  • The Site Map Designer is not opening
  • An unexpected error occurs when revising an active quote
  • Lookup fields blank out if a user clicks on any keys on the keyboard after focus is set on the lookup field
  • Upgrade Bing Maps AJAX Control v7 to v8 control, as v7 and SOAP Web Services were deprecated
  • After Disabling the Email Conversation View, we are still able to see the "show email conversation in the activity wall" tab
  • Unable to expand email activity in the Social pane of any record
  • Unable to view associated activities under the timeline using the Interactive Service Hub
  • In-progress updates on multiple lines of text fields are not saving with AutoSave
  • An error occurs when trying to reply to an email in the Interactive Service Hub
  • Service Activity Assign Look up dialogs are not updating after changing the 'Look For' field from 'User' to 'Team'
  • Appointment times are not syncing from Outlook to CRM when it was updated in Outlook
  • Task Priorities are not syncing from Outlook to CRM when it was updated in Outlook
  • Unable to open existing records in mobile devices
  • The Product Properties hyperlink is not working
  • Content in the reading pane is not loading in Outlook with the 8.2.1.311 client
  • Associated grids navigate back when creating or editing a record through an associated grid
  • Misplacement of 'date and time' field and calendar in custom field view
  • Memory leak when Bing map is enabled
  • A pop up for confirmation to deactivate a record is appearing blank with only a cancel button
  • Unable to expand email activities in the Social Pane of any record
  • HTML configured in email templates is not decoded
  • Can't display mailbox alerts when the alert contains a reference of length > 60
  • After Disabling the Email Conversation View, the "show email conversation in the activity wall tab" is still displayed
  • The attachment ribbon button is missing after opening email drafts
  • Script errors occur on the Product entity in the Chrome browser
  • If offline mode, it is not possible to use Mark Complete on scheduled activities
  • Unable to set more than one access team template for a custom sub-grid
  • Tasks created in CRM show incorrect Due Dates in the Outlook reminder
  • Site map designer is not opening
  • New user's mailboxes are not automatically approved
  • The ribbon is not refreshing when a user presses Alt + S to navigate to previous record
  • Notes are not saved on a case form when case is opened from an email link in the Interactive Service Hub
  • Unable to open security roles in IE11 and Edge
  • The Email Router tries to send email to addresses containing invalid characters
  • Emails sent with an inline image and the "From" field edited, throw an unsaved changes warning
  • The KB Article pop-out cuts off the last row
  • The new button does not display in the Dashboard with the CRM Outlook Client
  • SLA KPI failure and warning dates and times are incorrectly calculated
  • Entities in the Interactive Service Hub are missing commands if the entity is not enabled for mobile
  • Synchronous workflows cause a business process error on create of a related record
  • Spell checker in the Interactive Service Hub does not work for the Email drafting textbox
  • Entitlement takes almost one day to get activated
  • An error occurs editing a chart in a dashboard when it was created in a different language
  • An Iframe is not refreshed with the new source URL when clicking on the form section selector
  • The save button moves to the center of the opportunity form when a two-line footer is enabled
  • If preventDefault called OnSave in quick create form, the save button no longer works
  • Changing state attributes is not allowed in create stage 20 plugins
  • When opening a Web Resource, the Web Resource page does not open
  • A script error occurs while saving an account record using the Mobile site
  • A record window opens in the background when opened from a dashboard in Outlook
  • An "Access Is Denied" error occurs when changing the owner of a record via lookup field
  • Personal Dashboards are visible to managers
  • The IME mode setting for fields is not respected
  • Running setFocus for a tab multiple times on a form hides the TAB name
  • Workflows set to fire before record changes fires differently in 8.2
  • Cannot add notes after clicking on the Notes Label
  • Email sent via Server Side Sync from iOS mail app are not forwarded
  • Jscript setValue method does not work for Customer field of the Case entity
  • Save and New button functionality is not working on the Sales Order Detail entity
  • Multi-entity search fails in the Phone App if users are missing entity permissions
  • Duplicate Detection Rules lock up the Dynamics 365 App on Windows 8.1
  • Not able to select lookup records on the mobile app with no primary information
  • Unable to Email a link of the current view
  • Whenever a Quote is revised, all fields on the Closed state record are updated
  • Date format changed from DD/MM/YYY to MM/DD/YYYY after new records are imported
  • Business rules are not being applied on load of editable grids in the mobile client
  • Duplicate detection rules do not work with a plugin on custom fields set for pre-validation
  • The Regarding field on tracked emails is getting cleared when using the App for Outlook
  • Automatic Record Creation Rules are associating with inactive Customer records
  • The "+" button is missing in the "Product" entity's sub-grid in the mobile client
  • The ribbon subgrid fails to render when forms and subgrid have JavaScript added to the onload event
  • After changing the 'Look For' field from 'User' to 'Team', the respective 'Look in' field is not updating in the Service Activity Assign Look up dialog
  • Appointment time is not syncing from Outlook to Dynamics 365 when it was updated in Outlook
  • Task Priorities are not syncing from Outlook to Dynamics 365 when it was updated in Outlook
  • Users are unable to open existing records in Mobile devices
  • The Product Properties Hyperlink is not working
  • The content in the reading pane is not loading in Outlook when the Dynamics 365 server is configured with the version 8.2.1.311 client
  • Associated grids navigate back when creating or editing a record through associated grids
  • The 'date and time' field and the calendar are misplaced in the custom field view
  • Pop up for confirmation to deactivate the record appears blank with only a cancel button
  • Unable to expand email activities in the Social pane of any record
  • Configure Relevance Search dialog not showing correct total count
  • HTML configured in an email template is not decoded
  • Mailbox alerts are not displaying when the alert contains a reference that has a length greater than 60
  • The ribbon button to add attachments is missing after reopening an Email in draft status
  • A Script error occurs when using Dynamics 365 Update 1 on the Product entity in a Chrome browser
  • Upgraded Bing Maps AJAX Control v7 to v8
  • Users aren't able to mark scheduled activities complete while in offline mode
  • Unable to set more than one access team template for custom subgrids
  • Tasks created in Dynamics 365 show incorrect Due Dates in Outlook reminders
  • The API in a plugin is triggering deactivate/activate twice
  • Site map designer is not opening
  • New user mailboxes are not automatically approved
  • The ribbon is not refreshing when a user presses Alt + S to navigate to previous record
  • Notes are not saved on case forms when a case is opened from an email link
  • Unable to open security roles in IE11 and Edge
  • Router retries to send an email to addresses containing invalid characters
  • Business process flows are not rendered when Most Recently Viewed data is stale
  • Creating Word Templates with Lookup fields fails
  • Emails sent with an inline image and the "From" field edited, throw an unsaved changes warning
  • KB Article pop-out cuts off the last row
  • The new button does not display in a Dashboard with the Dynamics 365 Outlook Client
  • SLA KPI failure and warning date and times are incorrectly calculated
  • The Interactive Service Hub entities are missing commands if the entity is not enabled for mobile
  • Synchronous workflows are causing business process error on create of related records
  • The Relevance Search OptIn event is not sent
  • Spell checker in the Interactive Service Hub does not work for the Email drafting textbox
  • Entitlements take almost one day to get activated
  • An error occurs editing a chart in a dashboard when it was created from a different language
  • An Iframe is not refreshed with the new source URL when clicking on the form section selector
  • The Save button moves to the center of the opportunity form when a two line footer is enabled
  • If preventDefault is called OnSave in quick create forms, the save button no longer works
  • Changing state attributes is not allowed in create stage 20 plugins
  • Then opening a web resource, the web resource page does not open properly
  • A script error occurs while saving an account record using the mobile site
  • The record window opens in the background when opened from a dashboard in Outlook
  • Cannot change a dialog name in non-base languages
  • An Access Is Denied error occurs when changing an owner of a record via the lookup field
  • Unable to set 0 precision on the Opportunities page when clicking Close as Won
  • Personal Dashboards are unexpectedly visible to managers
  • The IME mode setting for fields is not respected
  • Running setFocus for a tab multiple times on a form hides the tab name
  • Workflow set to before record changes fires incorrectly
  • Cannot add notes after clicking on the Notes label
  • JavaScript functions registered "OnSave" are executed during "OnLoad" in the mobile client
  • Email sent from Server Side Sync from the iOS mail app are not forwarded
  • Jscript setValue method does not work for the Customer field of the Case entity
  • Save and New button functionality is not working on the Sales Order Detail entity
  • Multi-entity search fails in the Phone App if users are missing entity permissions
  • Duplicate Detection Rules lock up the Dynamics 365 App on Windows 8.1
  • Not able to select lookup records with no primary information in the mobile app
  • Unable to email a link of the current view
  • Whenever a Quote is revised, all fields on the closed state record are updated
  • Related record lookups have issues when changing the parent value in the mobile client
  • The date format changes from DD/MM/YYY to MM/DD/YYYY after new records are imported
  • The tab key does not work correctly on date/time field with legacy forms disabled
  • Business rules are not being applied on load of editable grids in the mobile client
  • Sent emails are stuck in the "Tracking pending" state indefinitely
  • Duplicate detection rules do not work with a plugin on custom field set for pre-validation
  • The Regarding field on Tracked emails is getting cleared when using the App for Outlook
  • Automatic Record Creation Rules are associating with inactive Customer records
  • The "+" button is missing in the Product entity's subgrid in the mobile client
  • The page is losing focus after selecting the Subject field on a case form
  • Unable to load the Set Properties window in Process Dialogs
  • Pop-out option not working to open records
  • Duplicate contacts are created if the rebuild of ID mapping fails after a test and enable
  • Uninstalling a solution fails once the app is removed via customizations
  • The track bar doesn't load on Android devices
  • Deleting an email enabled entity orphans activity parties, causing Grid and Social Pane errors
  • Duplicate entity display name causes relevance search to fail
  • The 'Publishing Customizations' dialog is persisting until clicking on the form
  • Processes remain active after the owning user is disabled, but they then get deactivated after a solution upgrade
  • Adding a lead record through a sub-grid on the campaign form shows an error
  • Child Records are sorted randomly in Word Template Reports
  • Product entity search performance issues occur when searching for Products on the Opportunity form
  • Posts are sorted incorrectly
  • Login performance issues
  • Pop up for confirmation to deactivate a record is appearing blank, with only a cancel button
  • The Product Properties Hyperlink is not working
  • Sync workflows terminate with the error 'PopulateBusinessClosureRequests Failed'
  • Regarding lookup is not defaulting correctly with Legacy Forms disabled
  • Nearby Customer Card is not showing if the 'No. of Employees' field is empty
  • Case entity Business Process Flows always displaying the last stage whenever a case is open
  • When clicking on Revise multiple times, quotes are created with a different quote ID, but the same revision ID
  • Funnel Charts are displayed incorrectly in the Interactive Service Hub
  • Editable sub-grids don't load when you open a record in the CRM Outlook Client
  • WebAPI and OData requests from the CRM App for Outlook fail inside Outlook.exe
  • Reports are greyed out if a user is disabled on the default CRM organization
  • Multiple lines of text are not working properly with Word Templates
  • The Lead Ribbon does not refresh on Assign
  • The Contacts sub-grid on the Account form with "Records: All Record Types" throws an error while saving
  • The Price List field is cleared on save when the Currency field is set via SetLookup Client API
  • Server Side Sync removes an attendee if the party member is also the organizer
  • A Bullet Point is inserted incorrectly when working in an email form and inserting bullet points
  • The LinkedIn Sales Navigator solution is overriding customizations to default values
  • Exception "mobileofflineprofile With Id = GUID Does Not Exist" is thrown from sandbox instances which are Minimal Copied from Production instances
  • Marketing Lists are not getting associated with an existing undistributed Campaign activity
  • Wrong expiresOn date when creating a contract via SDK
  • Chart returns different results on Mobile App than in the Web
  • EnabledForACT is not set back to 0 after changing Server Side Sync settings
  • The CRM for Outlook Client loses connectivity to CRM on Multihomed Computers
  • Unsaved changes are displayed after Autosave triggers
  • Business Process Flows involving required values allows you to proceed to the next stage
  • Unable to add products from the product associated view in Orders and Invoices
  • Error with Knowledge Base Search Control on the lead entity
  • Chart within Dashboard is failed to render due to a SQL Error by the Mobile Client
  • The Remove Value button is not working as expected
  • Unable to Edit Activity Feeds Filters
  • Business Rules and Javascript do not fire in Mobile Offline
  • Multi record edits displaying the default form
  • Email Templates inserting at the top of an Email Body with IE11
  • Knowledge Article views are not Refreshing after you search for Articles
  • Unable to add additional options to an existing option set in the recurring appointment entity
  • Auto save is not always triggered for description fields
  • A Javascript error occurs when leaving a form if the articles sub-grid is inserted into the form 

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Support for new technologies provided by Microsoft Dynamics 365 (on-premises) Update 2.2:

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 2016 CRM Compatibility List.

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 2016 Update 0.1: no updates requiring manual configuration
  • Microsoft Dynamics CRM 2016 Update 1.0: Microsoft Dynamics CRM 2016 Update 1 contains updates that you must configure manually. These include Portal, Field Service, and Project Service, which each require the customer to install the solution from the Office 365 Portal. To receive the product updates, you must "opt in". For more information on how to install product updates in Microsoft Dynamics CRM 2016 or Microsoft Dynamics CRM Online, see the following Microsoft TechNet topic: Install product updates
  • Microsoft Dynamics 365 Update 2.0: Microsoft Dynamics 365 Update 2 contains updates that you must configure manually, as does Microsoft Dynamics CRM 2016 Update 1.0. These include Portal, Field Service, and Project Service, which each require the customer to install the solution from the Office 365 Portal. To receive the product updates, you must "opt in". For more information on how to install product updates in Microsoft Dynamics 365 or Microsoft Dynamics CRM Online, see the following Microsoft TechNet topic: Install product updates
  • Microsoft Dynamics 365 (on-premises) Update 2.1: Microsoft Dynamics 365 (on-premises) Update 2.1 contains updates that you must configure manually. These include Portal, Field Service, and Project Service, which each require the customer to install the solution from the Office 365 Portal. To receive the product updates, you must "opt in". For more information on how to install product updates in Microsoft Dynamics 365 or Microsoft Dynamics CRM Online, see the following Microsoft TechNet topic: Install product updates
  • Microsoft Dynamics 365 (on-premises) Update 2.2: Microsoft Dynamics 365 (on-premises) Update 2.2 contains updates that you must configure manually. These include Portal, Field Service, and Project Service, which each require the customer to install the solution from the Office 365 Portal. To receive the product updates, you must "opt in". For more information on how to install product updates in Microsoft Dynamics 365 or Microsoft Dynamics CRM Online, see the following Microsoft TechNet topic: Install product updates

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Greg Nichols
Dynamics 365 Senior Premier Field Engineer
Microsoft Corporation

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