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Podcast and Overview: Microsoft Dynamics CRM 2013 Update Rollup 3

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We're proud to announce that all packages for Microsoft Dynamics CRM 2013 Update Rollup 3 were released on Tuesday, July 15th 2014 to the Microsoft Download Center!  The Update Rollup 3 packages should appear on Microsoft Update in August 2014.  More details available in the full blog and podcast.

Update Rollup 3 Build number:

6.0.0003.0106 

...(read more)

Dynamics CRM 2011 Open Enrollment workshops for Microsoft Premier Support Customers

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We are pleased to announce the availability of several open enrollment workshops for Dynamics CRM 2011. The two titles that the Premier Field Engineering team will be delivering are 'Microsoft Dynamics CRM Administration & Troubleshooting Workshop' and 'Microsoft Dynamics CRM Development Workshop'.  These workshops are for Microsoft Premier Support customers only at this time.  Both of these workshops are 3 day workshops with presentation and also hands on labs where you get direct interaction and practice using the skills presented to you during the workshops.  The classroom size is limited to 16 attendees to ensure that you get direct interaction and adequate time from the trainer.  The datasheets for both workshops with a workshop summary, target audience, focus areas and agenda are available below with additional details.

If you are interested in attending these workshops, please work with your Technical Account Manager (TAM) to get pricing details and registration information.

If you are not already a Microsoft Premier Support customer and are interested in finding out more details about Microsoft Premier Support, please visit our site and contact your Microsoft representative for more details.

http://www.microsoft.com/premiersupport

CRM 2011 Admin & Troubleshoot Workshops

Datasheet:http://bit.ly/JL6cH2

1. Los Angeles, CA – June 5th-7th

2. Chicago, IL – June 19th– 21st

3. Dallas, TX – July 10th– 12th

CRM 2011 Development Workshops

Datasheet:http://bit.ly/Hrc0OF

1. Los Angeles, CA – June 12th-14th

2. Chicago, IL – June 26th– 28th

3. Dallas, TX – July 17th– 19th

Thanks!

Shawn Dieken

Microsoft Premier Field Engineer

Ramping up on stack technologies for Dynamics CRM

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Understanding Microsoft stack technologies is an important aspect of supporting Dynamics CRM.  Staying current with all of these technologies takes time on your part to read and understand how these stack technologies work and what features and functionality you may want to use with Dynamics CRM.  There are a number of different books, classes, blogs, etc. out there, but one resource that is often overlooked is our free MS Press books.  I wanted to share a blog post from another co-worker at Microsoft (Kim Spilker) who highlighted some of the more recent free ebooks available for download right now.  SQL Server 2012, SQL Server 2008 R2, Windows Server 2008 R2, Office 2010, Windows 7 and many more!  These books can be a great resource even if you are not supporting Dynamics CRM specifically.

http://blogs.msdn.com/b/microsoft_press/archive/2012/05/04/free-ebooks-great-content-from-microsoft-press-that-won-t-cost-you-a-penny.aspx

Enjoy!

Shawn Dieken

Microsoft Premier Field Engineer

How to install Microsoft Dynamics CRM 2011 without an Internet Connection

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Updated 8/14/2013 – See our blog article on how to automatically create the redist folder with PowerShell: http://blogs.msdn.com/b/crminthefield/archive/2013/08/14/use-powershell-build-a-redist-folder-to-install-dynamics-crm-2011-without-an-internet-connection.aspx 

Updated on 6/5/2013 - Added WindowsIdentityFoundation as a pre-req for the CRM Outlook client as it's now required for client installs.

Even with the world we live in, there will be scenarios when you need to install CRM 2011 when there is no Internet connection available.  The most common scenarios are for virtual (Hyper-V) demo environments and environments with firewalls, and\or other security requirements that block Internet access.  I looked through the Implementation Guide and I didn't see the detailed steps available yet, so I wanted to share them on our PFE blog.

If you download the CRM 2011 ISO from MSDN, or have a physical DVD that you are installing from, you will already have the Redist folder and all the pre-requisites downloaded.  However, if you downloaded your CRM 2011 installation media from the Microsoft download site, then you will have to manually build this Redist pre-requisite folder structure.

Note: If you are installing CRM 2011 on a server that has Internet access, the installation will automatically go out and download the pre-requisite files during the install.

Step 1: Create the Redist folder structure at the same level as the Server, Client, EmailRouter and BIDSExtensions folders.

Once you create the Redist folder it should look something like this:

 

 

Step 2: Create the following subfolders directly under the Redist folder

 

 

Note: This is a Redist setup for all CRM components: Server, Outlook Client, Email Router, SRS Reporting Extensions and Bids.  For the CRM Outlook client, customers are commonly pushing this out via SCCM or other push technologies, so you want to keep the install package as small as possible.  For the CRM Outlook client the only prerequisites that you would need to include are the ones below.  You could even take it a step further and only include the specific OS and architecture components if you are deploying to clients that are all similar in OS and architecture.

1. dotNETFX

2. IDCRL

3. MSI45

4. MSOIDCRL

5. ReportViewer

6. SQLCE

7. VCRedist

8. WindowsIdentityFoundation

9. SQLEXPR - Only needed if installing offline CRM Outlook clients

 

Step 3: Download the pre-requisite files and copy them into the appropriate subfolders

Note: The following download links are for US English (1033), but you can change the language you want to download if you search for the filename and go to the actual download page. Also, these download links will always have the latest update for the prerequisite software regardless of whether I have the correct name listed below. The reason for this is that I may just not have had time to update the Prerequisite name below for every Service Pack or Cumulative Update that is released.

Now you have all of the pre-requisites downloaded and saved in the correct folder structures, so you can continue with the CRM 2011 installation even without an Internet connection.

Hopefully this saves those of you who run into this scenario some time!

Thanks!
Shawn

Tips : Dynamics CRM 2013 Field Level Data Encryption Management

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Microsoft Dynamics CRM 2013 (on premise and online) introduces Field-Level Data Encryption, which encrypts several out of the box password fields – it does not apply to custom fields or any non-password fields. You can find more details here. This is great feature, yet you may encounter an issue when you use Import Organization.

1. This feature is enabled by default.

Microsoft Dynamics CRM generates strong random password during creating new organization/upgrading existing organization and use it as an encryption key.

2. The encryption key will not be re-generated during the Import of a CRM Organization.

The key is not re-generated on import as you may have changed the encryption key since creating you’re the CRM Organization, After import you will need to manually re-active the feature by using correct encryption key. However, if you haven’t changed the encryption key, you will not know what the original key value was.

3. You may encounter errors if you don’t activate the feature.

Whether or not you have password data for password fields, CRM always tries to decrypt the field when it needs to. For example, if you open a mailbox record, then CRM tries to decrypt the password field. Therefore, if you didn’t active the feature, CRM fails to decrypt the field and display following error message.

 clip_image002

In case you see the error message, you can resolve the issue by activating the feature. However to active the feature, you need to use HTTPS by default as you put encryption key via browser.

 clip_image004

If your On-Premise environment does not have HTTPS enabled you have 2 options:

[Option 1]
Enable HTTPS by using a certificate, changing IIS bindings, change deployment manager’s properties, etc. This is not a bad thing (and is highly recommended), but it can take time to test and implement.

[Option 2]
Change CRM settings so that you can activate the feature without using HTTPS. To do this, follow the steps below.

a. Download SDK from http://www.microsoft.com/en-us/download/details.aspx?id=40321 and extract it.
b. Open PowerShell on CRM Server.
c. Change directory to SDK folder you extracted and move to SampleCode\PS directory.
d. Run the following command.
> ./setadvancedsettings.ps1 -ConfigurationEntityName Deployment -SettingName DisableSSLCheckForEncryption -SettingValue 1
"If you encounter an error saying you need to change execution policy, please follow the instruction in the error.

SetAdvancedSettings.ps1 is a sample script which lets you update CRM settings easily.

[Option 3]
If you cannot use powershell for any reason, you may need to change the setting by directly updating SQL (not recommended)

a. Open SQL Server Management Studio.
b. Click New Query and select MSCRM_CONFIG database.
c Run the command : UPDATE DeploymentProperties SET BitColumn = 1 WHERE ColumnName = 'DisableSSLCheckForEncryption'
d. IISRESET
e. Put the CRM user who will activate the feature to PrivUserGroup. (You need to remove the user form the group after you active the feature.)
Please refer to following article regarding how to find correct PrivUserGroup in your Active Directory.
http://blogs.msdn.com/b/crminthefield/archive/2013/04/08/how-to-find-which-active-directory-security-groups-belong-to-your-crm-deployment.aspx

After you have done the steps, log into CRM and navigate to: Settings | Data Management | Data Encryption, and activate the feature. If you are not using HTTPS, the encryption key will be sent over the wire in plain text and unencrypted. For this reason we strongly recommend you to change the key on CRM server or use SSL. Please note that if you already have data stored in any password fields and activate the feature using a new encryption key, you will lose that data and will need to re-enter the data in the password fields.

You won't have any issues if you do not have any data stored for encryption enabled fields, but as best practice, and to avoid having to reset the key, we strongly recommend you to create/backup encryption key in every deployment. Please also refer to following article which explains how to backup the encryption key.

Post-installation and configuration guidelines for Microsoft Dynamics CRM 2013
http://msdn.microsoft.com/en-us/library/hh699726.aspx

Copy your organization data encryption key
http://msdn.microsoft.com/en-us/library/f88f7c87-2ee2-42f3-8101-7271f6731cf9#BKMK_copy_your_org_enc_key
 

Thanks for reading!

Ken

Premier Field Engineer
Microsoft Japan

Using Performance Analyzer for Microsoft Dynamics (DynamicsPerf) in a Development, Test, or QA environment

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I am cross posting this blog post from our AX In the Field blog post where Rod Hanson recommends using Performance Analyzer for Microsoft Dynamics (DynamicsPerf) in development, test or QA environments while load testing prior to moving to production.  This makes a lot of sense and is something I have done with a few of my customers.  Many times customers do not allow time for this testing in their timelines and then later run into performance issues that could have been found and resolved proactively prior to the production release.

Rod also has links to his other DynamicsPerf posts covering Core Installation, Baselines and Documenting at the bottom of this blog post I am cross posting.

If you or your team would like assistance with installing, reviewing or even want a full onsite Hands On Lab, please reach out to your Designated Support Engineer (DSE) or Technical Account Manager (TAM).

Thanks!
Shawn Dieken

Follow the conversation:
@sdieken
@pfedynamics | http://www.pfedynamics.com

Podcast and Overview: Microsoft Dynamics CRM 2013 Update Rollup 3

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We're proud to announce that all packages for Microsoft Dynamics CRM 2013 Update Rollup 3 were released on Tuesday, July 15th 2014 to the Microsoft Download Center!  The Update Rollup 3 packages should appear on Microsoft Update in August 2014.  More details available in the full blog and podcast.

Update Rollup 3 Build number:

6.0.0003.0106 

...(read more)

Static Content not cached properly in Dynamics CRM due to Vary:* header

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Recently I have worked on a few different performance cases where the customer was either seeing slow form load performance or noticed high bandwidth usage. To see what was happening I gathered a fiddler trace and looked at the traffic. When gathering...(read more)

Microsoft Dynamics CRM 2015 White Papers & Technical Documentation

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Updated: 3/12/2015 The CRM 2013 White Paper & Technical Documentation blog post that I wrote with all the links to the white papers was very popular, so I am doing a similar post for CRM 2015. I am often finding myself searching for CRM 2015 White...(read more)

The Dangers of Guid.NewGuid();

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Microsoft Dynamics CRM uses GUIDs as their primary key for the entity’s SQL table. Using GUIDs as a primary key is usually not the best item due the random sequence of numbers and letters. The Dynamics platform has an algorithm that generates GUIDs...(read more)

CRM 2015 Upgrade: A Few Things You Can Prepare Ahead of Time

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CRM 2015, which had been referred to as Vega or v7 , offers some exciting new features and enhancements. Some customers, especially on premise customers, are interested to know what they can prepare ahead of time to make their upgrade process faster,...(read more)

PFE Dynamics @ Convergence 2015

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For those attending Convergence 2015 in Atlanta, GA next week, I wanted to let you know that we will have members of the PFE Dynamics team there presenting some great content. In addition, make sure to follow @PFEDynamics on Twitter to get updates on...(read more)

Customers' choices... The most popular "Dynamics CRM in the Field" technical blog posts from Premier Field Engineering!

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The CRM Premier Field Engineering content team feel customers can benefit from knowing what technical content we have provided that has been most popular with customers; ranked by number of page views. We included the top 10 posts for each of the last...(read more)

Improve CRM query performance using compatibility version 120 with SQL 2014

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Recently in a customer environment we observed performance issues with CRM application right after the upgrade from CRM 2011 to 2015. CRM performance was slow in loading the pages and the application was unresponsive when accessing records. The CRM reports...(read more)

Podcast and Overview: Microsoft Dynamics CRM 2015 Update 1.1

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Contents:

We’re proud to announce that all packages for Microsoft Dynamics CRM 2015 Update 1.1 (Update Rollup 1) were released September 10th, 2015 to the Microsoft Download Center!  These packages appeared on Microsoft Update October 7th, 2015.

Why a blog regarding a “CRM Online Update”?

As you probably know, Microsoft Dynamics CRM 2015 Update 1.1 is generally considered to be the Online-only server changes code-named Carina.  However, there are 3 sets of packages (32- and 64-bit) on the Microsoft Download Center and Microsoft Update that are also compatible with CRM 2015 On-Premise, and contain changes not in already released Microsoft Dynamics CRM 2015 Update 0.1:

  • CRM 2015 Client for Microsoft Office Outlook
  • CRM 2015 MUI (Multi-Language User Interface
  • CRM 2015 Email router

Note the naming convention change!  Post-RTM Updates used to be called Update Rollups, now they’re just called Updates with the version number:

Was: Microsoft Dynamics CRM Update Rollup 1 or 2

Is now: Microsoft Dynamics CRM Update 0.1 or 0.2

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

Microsoft Dynamics CRM 2015 Update 1.1 Build number:

 7.1.1.3113

Microsoft Dynamics CRM 2015 Update 1.1 Microsoft Download Center page

Here’s the “Master” Microsoft Dynamics Knowledge Base article for Microsoft Dynamics CRM 2015 Update 1.1: (KB 3072333). 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 October 28th, 2015, Greg Nichols, Ryan Anderson, and Rohan Katpelly from the Microsoft CRM Premier Field Engineering Team provided information about:

  • The release of Microsoft Dynamics CRM 2015 Update 1.1
  • New fixes made available in Microsoft Dynamics CRM 2015 Update 1.1

during their Microsoft Dynamics CRM 2015 Update 1.1 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.

Go to Top

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

Go to Top

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

Go to Top

Microsoft Dynamics CRM 2015 Update 1.1 packages are available for download via: 

  • The Microsoft Dynamics CRM 2015 Update 1.1 Microsoft Download Center page – released September 10th, 2015
  • The Microsoft Update Catalog – released October 7th, 2015
  • 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 1.1 “master” Microsoft Knowledge Base article
    • Please review 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 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)

Unified Service Desk for Microsoft Dynamics CRM 2015

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

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)

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)

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Microsoft Dynamics CRM 2015 Update 1.1 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 1.1: 

Microsoft Dynamics CRM 2015 Update 1.1 contains fixes for issues reported by customers or discovered via internal testing.

Fixes released via Microsoft Dynamics CRM 2015 Update 1.1:

  • Daylight Savings Time changes for Egypt
  • Integrated Authentication in a Federated environment fails using the CRM for Outlook client
  • Exporting more than 5000 records results in duplication of records
  • Workflow conditon step evaluation will throw an exception when user’s CultureInfo is null
  • USD client error when HKLM write permission is denied although key already exists
  • Multiple Workflow processes are created when an update occurs even when no additional changes are made on the invoice form
  • Running a Workflow on an update step clears the email Body\Description field
  • PublishAll times out as it tries to read all Workflow processes in a draft state
  • Async jobs from one organization may hang due to jobs in another organization
  • When creating new Alternate Keys, it lists owneridtype as an attribute. Trying to create a key with this attribute results in an error
  • When updating large amounts of rollup fields, this will create many entries in the RollupJobBase table and is unable to keep up with processing these jobs, causing them to hang
  • Solution Import fails due to conflict with MailboxTrackingFolders
  • Cannot configure Document Management with SharePoint 2010 and Windows Server 2012.
  • “An error occurred when CRM tried to generate the Excel file” when attempting to Export to Excel
  • When using SharePoint and CRM Integration with the List Component and after creating the Documents folder, the Grid is not visible when navigating back and forth
  • After Upgrading to CRM 2015 Post 7.1, Navigation Bar Items that used to display a scroll bar when they overflow to the right, no longer able to scroll.
  • Subgrids placed in a Quick View form does not work correctly
  • Errors occur when launching Outlook when items are tracked and exist in a non-default Outlook store.
  • After choosing to remain offline in the Outlook Client, the Outlook Client continues to attempt to go online every fifteen minutes.
  • CRM for Outlook client stops working after change of Network password if credentials are cached
  • When an email contains an unresolved party member in the CC line, users will be unable to click the Reply All button.
  • Invalid Argument error on Data Import when Format language code and user interface language code do not match
  • When importing a Solution containing an action the customer gets the following error message:sdkmessage With Id = [GUID] Does Not Exist
  • Navigation Bar does not load when a parameter is added to the querystring of main.aspx

Known issues that occur by using the Microsoft Edge Browser (with Windows 10) after you install Update 1.1 for Microsoft Dynamics CRM 2015:

  • When a lInk opens in a new Dialog, it is not in focus
  • SSRS Reports will not render properly
  • Multi-line tests appears overlapped
  • Copy and Paste via mouse will not work on certain fields
  • Custom Option value is available on the Selection criteria Field
  • Font does not show up properly using the Japanese language

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Support for new technologies provided by CRM 2015 Update 1.1:

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 1.1 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 1.1: no updates requiring manual configuration

Go to Top

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

CRM2015u11.mp3


Great Power Tools for CRM Administrator: Microsoft.Xrm.Data.PowerShell module – Part I

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Want to change CRM settings for 3,000 users? Or get CRM organization data without having to call a programmer? With Microsoft.Xrm.Data.PowerShell CRM PowerShell module recently published on TechNet, a CRM administrator can become highly productive. This module allow you to perform CRUD operations with Dynamics CRM data and change user and system Settings for both Dynamics CRM Online and On-Premise environments. Here is the good news—these CRM operations are using PowerShell, a skillset you already have for other administrative tasks. 

The download package also comes with sample scripts to illustrate how to:

  • Operate against multiple CRM organizations
  • Update multiple CRM user settings
  • Provisioning Language Pack
  • Add Azure Active Directory users and CRM Online users from CSV file
  • Add Active Directory users and CRM On-Premise users from CSV file
  • Add CRM On-Premise users from users under specific Active Directory OU

This blog article will guide you through the process of how to download and start using the powerful CRM PowerShell module. Our colleagues, Sean McNellis and Kenichiro Nakamura, implemented this wonderful PowerShell module. Also, Sean published another blog article–Manage Dynamics CRM data and settings with PowerShell! 

So let’s get started.


Step 1. Download PowerShell Module

You can download CRM PowerShell module from Microsoft.Xrm.Data.Powershell: PowerShell for Dynamics CRM Organization Data. Also, you can find more useful information here. 


Step 2. Unblock

Once you have successfully downloaded the file, right click the downloaded zip file and click “Properties”. Check “Unblock” checkbox and click “OK”. Depending on your OS versions, you can simply click “Unblock” button.


Step 3. Extract PowerShell module to the appropriate folder

You can extract PowerShell module to either User Profile folder or System Wide PowerShell module folder. If you want anyone to use the module on the computer, copy them to System Wide PowerShell module folder. If you do not have the folder, you can manually create them.

Extract the zip file and copy “Microsoft.Xrm.Data.PowerShell” folder to one of the following folders:
   • %USERPROFILE%\Documents\WindowsPowerShell\Modules
   • %WINDIR%\System32\WindowsPowerShell\v1.0\Modules  

Following image shows this module copied to System Wide PowerShell module folder.

 

 
Step 4. Check PowerShell version

As of writing of this blog article, the Microsoft.Xrm.Data.Powershell module requires PowerShell v4.0, so you should perform a PowerShell version check in your environment. To check your PowerShell version, you can access the PSVersion property from PSVersionTable to determine what version of Windows PowerShell is installed on your computer: $PSVersionTable.PSVersion.

 

 

Step 5. Set Execution Policy

The Microsoft.Xrm.Data.Powershell module is not signed, so your next step is to change Execution Policy to load the module. You can do so by executing following command:

Set-ExecutionPolicy –ExecutionPolicy RemoteSigned –Scope CurrentUser

Please refer to Set-ExecutionPolicy for more information.

 

Step 6. Load PowerShell Module

At this point, you can load Microsoft.Xrm.Data.Powershell module. To load the PowerShell module, you can run the following command:

Import-Module Microsoft.Xrm.Data.Powershell

 

Step 7. Connect to CRM Orgnization

You are almost ready to unleash the power of this awesome module, the last step before you can use it is to create a connection to your CRM organization. You can run the following command to connect to Dynamics CRM Organization via the Xrm Tooling GUI:

Connect-CrmOnlineDiscovery –InteractiveMode

This will launch a PowerShell Interactive Login window. This windows gives you the option to connect to Dynamics CRM Online or On-Premise environment. Once you provide necessary information, you are connected to your CRM organization.

 

 

 

Next Steps

In Part II of this post, I’ll include additional samples to create a sample account, update the account, then remove the account. We are also going to look at how to make user setting changes via PowerShell.

 

Related References

Microsoft.Xrm.Data.Powershell: PowerShell for Dynamics CRM Organization Data

Manage Dynamics CRM data and settings with PowerShell! 

Using Windows PowerShell 

 

Thanks,

Andy Zhang

Microsoft Premier Field Engineer

Great Power Tools for CRM Administrator: Microsoft.Xrm.Data.PowerShell module – Part II

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During our Part I of this article, we went through step-by-step process of setting up the Microsoft.Xrm.Data.PowerShell module. I am sure you are ready to see it in action. During this part, we are going to create a sample account, update the record, then remove the account. We are also going to look at how to make user settings change via PowerShell. So let’s get started.

Tryout with a Sample Account

If you have successfully completed all previous steps, congratulations. Now you can create an account and store record Guid to a variable by running the following command:

$accountId = New-CrmRecord -conn $conn -EntityLogicalName account -Fields @{“name”=”Sample Account”;”telephone1″=”555-5555″}

You can go to your Dynamics CRM environment to verify the creation of this account.

 

 

Next, you can run the following PowerShell command to display the Guid for this account:

$accountid

Below is a sample output.

 

The following command helps you to retrieve a record and store record to a variable:

$account = Get-CrmRecord -conn $conn -EntityLogicalName account -Id $accountId -Fields name,telephone1

Now, you can display the record:

$account

If you are wondering how to update a record, here is an example of setting new name value for the sample account:

$account.name = “Sample Account Updated”

Set-CrmRecord -conn $conn -CrmRecord $account 

Back to your CRM environment, you should see your sample account has been updated.

You can run the following command to retrieve the record again and display the result:

Get-CrmRecord -conn $conn -EntityLogicalName account -Id $accountId -Fields name

Below is a sample output:

 

 

Finally, we can do some cleanup work by remove this sample account we just created:

Remove-CrmRecord -conn $conn -CrmRecord $account

If you were on that sample record in your CRM environment, by now, you can refresh your record and it will show you the record is no longer available. If you look at the list of accounts, you should no longer see the sample account record.

 

Retrieve CRM Users

In this example, we are going to get a list of CRM users in your organization. Assume you have successfully connected to the CRM environment from the previous example, you can run the following PowerShell command:

$users = Get-CrmRecords -EntityLogicalName systemuser -FilterAttribute isdisabled -FilterOperator eq -FilterValue $false -Fields systemuserid,fullname

This should get a list of users. Then run the following command to get the exact total number of users:

$users.Count

Also, you can run the following command to see user details:

$users.CrmRecords

You should see an output similar to the screen output below:

 

Change User Settings

You can change user settings using PowerShell commands. In this section, we will change a time zone setting for one of our CRM users. This users used be working on east coast, now she is moved to the west coast. So we need to change her user setting from east coast time zone to west coast time zone.

If you like to see more examples, please download the sample file and make sure you read the ReadMe document first. The sample file download can be found at Microsoft.Xrm.Data.Powershell: PowerShell for Dynamics CRM Organization Data.

Let’s get CRM time zone information so we know the time zone code for east and west coast by using the following command:

Get-CrmTimeZones

From the previous example, you have successfully retrieved a list of users with their corresponding ids. So now we can update this user’s time zone setting. First, let’s retrieve her current time zone setting by using the following command with this user’s system id:

$userSettings = Get-CrmUserSettings -UserId e5abdcfc-6967-e311-9408-00155d11652e -Fields timezonecode

We see that this user’s time zone is currently set to Eastern Time with value of 35.

To change this user’s time zone setting to Pacific Time, you can use the following command:

$userSettings.timezonecode = 4
Set-CrmUserSettings -conn $conn -CrmRecord $userSettings

The sample PowerShell script and output looks similar to this:

 

 

Understand Command Details

From your previous exercise, you have successfully created, updated, and deleted a sample account. Also, you have retrieved a list of CRM users and updated a user setting. There are so much more you can do with this PowerShell module. You can run following command to get all commands:

Get-Command *crm*

Also, you can run the following command to get help when you need it:

Get-Help New-CrmRecord -Detailed

Below is a sample output for some commands:

 

 

Final Thoughts

The Microsoft.Xrm.Data.PowerShell CRM PowerShell module is an awesome tool for CRM Administrators and everybody likes to use PowerShell. As you have seen in our example, it can perform CRUD operations with Dynamics CRM data and change user and system Settings.  Best of all, it works for both Dynamics CRM Online and On-Premise environments. So if you haven’t use it, I recommend—

  1. Download the Microsoft.Xrm.Data.PowerShell CRM PowerShell module
  2. Try out your scenarios
  3. Provide feedback or ask questions on the website–Microsoft.Xrm.Data.Powershell: PowerShell for Dynamics CRM Organization Data

 

Related References

Microsoft.Xrm.Data.Powershell: PowerShell for Dynamics CRM Organization Data

Manage Dynamics CRM data and settings with PowerShell! 

Using Windows PowerShell 

 

Thanks,

Andy Zhang

Microsoft Premier Field Engineer

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

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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

Go to Top

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

Go to Top  

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

Go to Top

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

Microsoft.Xrm.Data.PowerShell module and samples are on GitHub!

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Hi everyone,

After getting feedback from the community, we decided to move our Microsoft.Xrm.Data.PowerShell hosting site from IT Gallery to GitHub.

image

GitHub: https://github.com/seanmcne/Microsoft.Xrm.Data.PowerShell
Releases: https://github.com/seanmcne/Microsoft.Xrm.Data.PowerShell/releases/
Issues (Q&A) https://github.com/seanmcne/Microsoft.Xrm.Data.PowerShell/issues

All the related samples are hosted below
GitHub: https://github.com/seanmcne/Microsoft.Xrm.Data.PowerShell.Samples

What does this mean?

This benefits our project in many ways:

Release History
With GitHub, you can see all the release builds and source code. We strongly recommend you to get the latest though.

See the latest and greatest code
We release the module relatively often, but if you want to get the latest, then you can simply grab the code from master branch.

1. Go to https://github.com/seanmcne/Microsoft.Xrm.Data.PowerShell.
2. Click Download ZIP button on left side.
3. Extract the files and replace psm1 and psd1 files.

Issue tracker
We communicate with you in Q&A section before, but now you can put questions in Issues, and we have more granular control who (either Sean and me at this point) work on that and what’s the plan for release.

CONTRIBUTION!!
If you are developer, we welcome your contribution!!!

How to contribute

It’s not so hard to contribute to this project, though you need to know how to use GitHub, the basic steps are:

1. Signup for a GitHub account
2. Fork the repository
3. Create branch
4. Work on code
5. Commit your change to your own branch / fork
6. If you want to suggest a change in our project, create a Pull Request, so that we can see your code and determine if it can be merged in

Though there are no templates, you can simply copy one of the function and start from there. If you choose to create a pull request, we will review it to give feedback, please do not hesitate to contact us for more detail.

Ken
Premier Mission Critical/Premier Field Engineer 
Microsoft Japan

Microsoft Premier Field Engineer

Try Microsoft.Xrm.Data.PowerShell.Samples!

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Hi everyone,

Today, I introduce PowerShell script samples.

How to download the sample

1. Go to https://github.com/seanmcne/Microsoft.Xrm.Data.PowerShell.Samples
2. Click “Download ZIP” on the left side.
image
3. Save and extract it.
4. Go to Microsoft.Xrm.Data.PowerShell.Samples folder in extracted folder.
5. Each folder is a sample. We provide 6 samples now, but we will keep adding them.

So, how you find detail information for each samples?

Sample ReadMe

Each sample contains README.md but it is for GitHub. So go to GitHub directory to see the detail explanation.
For example, if you want to see readme of AddCrmOLUsersFromCSV sample, then:

1. Go to sample directory. https://github.com/seanmcne/Microsoft.Xrm.Data.PowerShell.Samples
2. Select Microsoft.Xrm.Data.PowerShell…. link
image
3. Click AddCrmOLUsersFromCSV folder.
4. You see the README.md in nice format.

What kind of samples are available today?

[Three pattern of adding CRM User]
This is useful to automate CRM User creations for initial setup as well as daily operation.

[Multi-Organization operation]
This shows how to run functions against multiple CRM organization in a script. For example, to get some data from an org, and create them to another.

[Provision CRM Language]
This sample explains how to provision and de-provision Languages in CRM. This is useful especially when you de-provision and re-provision Language pack as it stores current user language UI settings and restore them after you re-provision the Language.

[Update CRM User settings]
This sample explains how to update CRM User settings. This is useful when you need to update hundreds of CRM Users to have same settings or even cross CRM organizations.

Suggestion?

If you have good idea of samples, or find any bugs for the sample, please post them from here.

I hope you enjoy the PowerShell automation!

Ken
Premier Mission Critical/Premier Field Engineer 
Microsoft Japan

Microsoft Premier Field Engineer

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