Podcast and Overview: Microsoft Dynamics CRM 2011 Update Rollup 1

We're proud to announce that Microsoft Dynamics CRM 2011 Update Rollup 1 released Thursday April 7th, 2011! 

On April 8th 2011, Greg Nichols from the Microsoft Premier Field Engineering team will provide information and answer questions about the recent release of Update Rollup 1 for Microsoft Dynamics CRM 2011 via his:

Microsoft Dynamics CRM 2011 Update Rollup 1 Podcast

Related links you should know about: 

• Update Rollup 1 Microsoft Download Center page
• Update Rollup 1 "master" Microsoft Knowledge Base article (KB 2466084)
  • This article also contains links to related Microsoft Knowledge Base articles
• Microsoft Dynamics CRM Sustained Engineering Team's Update Rollup 1 blog posting

Update Rollup 1 Build number:
5.0.9688.1045

Packages are available for download via:

• The Update Rollup 1 Microsoft Download Center page (on April 7th, 2011)
• The Microsoft Update Catalog (on April 26th, 2011)
• The Microsoft Update detection / installation process (on April 26th, 2011)
  • Note: Microsoft Dynamics CRM 2011 Updates will be pushed via Microsoft Update as Important updates
  • Client packages installed manually by downloading the packages and running install will require administrative privileges. If the client packages are installed via the Windows Update (Microsoft Update) system, they will not require administrative privileges
  • Consider using Windows Server Update Services (WSUS) or similar software distribution technologies to distribute Dynamics CRM Update Rollups internally.  WSUS is a locally managed system that works with the public Microsoft Update website to give system administrators more control. By using Windows Server Update Services, administrators can manage the distribution of Microsoft hotfixes and updates released through Automatic Updates to computers in a corporate environment
  • For help with installation please see the Installation Information section of the Update Rollup 1 "master" Microsoft Knowledge Base article
  • Please review my teammate Shawn Dieken's superb blog posting "How to install Microsoft Dynamics CRM 2011 without an Internet Connection" which provides details on how to set up an install on a machine without access to the Internet

for these CRM components:

• Microsoft Dynamics CRM 2011 Server
• Microsoft Dynamics CRM 2011 for Microsoft Office Outlook
• Microsoft Dynamics CRM 2011 Email Router
• Microsoft Dynamics CRM 2011 Reporting Extensions 
  • Included in the Server product (extracted download or DVD) in the srsdataconnector folder - not a separate download
• Microsoft Dynamics CRM 2011 Report Authoring Extension (Microsoft Dynamics CRM 2011 BIDS (Microsoft SQL Server 2008 or 2008 R2 Business Intelligence Development Studio) Fetch Extension)
• Microsoft Dynamics CRM 2011 Language Pack (aka Multilanguage User Interface, MUI)
• Note: the Microsoft Dynamics CRM 2011 List Component for Microsoft SharePoint Server 2010 cannot be patched via an Update Rollup package.  Instead, it will be serviced (if necessary) via a new downloadable version from the Microsoft Download Center

 Microsoft Dynamics CRM 2011 Update Rollup 1 Prerequisites:

• Essentially the prerequisites listed in the Microsoft Dynamics CRM 2011 Implementation Guide for the various CRM components serviced
• You must have Microsoft Dynamics CRM 2011 build 5.0.9688.583 (RTM, aka Release-To-Market) installed. Update Rollup 1 is neither compatible with nor supported on pre-release builds of Microsoft Dynamics CRM - for example, the Beta and RC (Release Candidate) builds

Issues resolved via Microsoft Dynamics CRM 2011 Update Rollups: 

Microsoft Dynamics CRM 2011 Update Rollup 1 is the first of a series of cumulative Update Rollups that include all the fixes for the issues that are or will be documented in the "Master Knowledge Base Articles" for CRM 2011 Update Rollups.  As they are cumulative, Update Rollup 2 will contain all fixes shipped via Update Rollup 1, Update Rollup 3 will contain all the fixes shipped via Update Rollups 1 and 2, etc.

Fixes released via CRM 2011 Update Rollup 1:

• Asynchronous Service uses parallel iterations when you select the events to continue processing when another thread experiences slowness
• Single Step Workflows is optimized to be more scalable
  • For more information, see Microsoft Knowledge Base article 2526154:  Optimization changes of Single Step Workflows in Update Rollup 1 for Dynamics CRM 2011  .
• Emails are not created in Microsoft Dynamics CRM if you select multiple recipients to perform mail merge with attachment
• When you run an upgrade or an import from Deployment Web Service/PowerShell and a user mapping error occurs, you cannot check the reason to know what went incorrectly
• A script error occurs when you click "Export to Excel" in Activities Grid
• Manually resolving attendees in offline mode for an appointment does not work in Microsoft Office 2007
• The ribbon XML formatted file on the disk is sometimes truncated. This issue can cause instability in ribbon automation
• When you create a new folder for a case that is created from an email, you receive the following error message:
  • "This action could not be performed"
• The referred custom Javascript in an EnableRule is not loaded when the rule is evaluated
• Grid views are not retrieved separately from the server as expected. You expect the grid to be cached until the view definition changes
• Assume that you create a Dynamic Marketing List without an attached Query. When you use the Dynamic Marketing List for the mail merge, all the records of the list are incorrectly sent to the mail merge
• When you try to add the Contact to a queue in the Microsoft Dynamics CRM Client for Microsoft Office Outlook offline client, you receive the following error message:
  • "Primary Key must be populated for calls to platform on rich client in offline mode"
• The Contact owned by another user is not deleted from Microsoft Office Outlook when the record does not satisfy the data filters
• The ribbon solution creates duplicate menus in Microsoft Office 2003 and Microsoft Office 2007 clients
• In Microsoft Dynamics CRM Client for Microsoft Office Outlook, the ribbon menu items do not load after the configuration until you restart the client
• The WRPC token state validation is bypassed for some SDK messages that end up modifying data
• You delete a tracked item in Microsoft Office Outlook and then synchronize with Microsoft Dynamics CRM. However, the item is not deleted in Microsoft Dynamics CRM
• When you click different site map items very quickly, you receive the following script error message from main.aspx/ribbon.js:
  • "Can't execute code from a freed script"
• You cannot switch between multiple forms for Facilities/Equipment
• When you run BeginUpdateOrganization through the Deployment Web Service, you receive the following error message:
  • "Data OrganizationInfo.OperationTypeProperty is not available"
• The attendees who are not the owners, organizers, or Admins, are able to update a tracked appointment in Microsoft Office Outlook and synchronize the updates to Microsoft Dynamics CRM
• You cannot edit a Silverlight Web Resource property after it is added to a form
• When you create a Quote from an Opportunity that has more than one Relationship Role to the same Contact, you receive the following SQL error message:
  • "Violation of UNIQUE KEY constraint 'UQ_ContactQuotes'. Cannot insert duplicate key in object 'dbo.ContactQuotes'"
• IfdIntranetAccessEnabled setting is added to the IfdSettings entity
• No error message displayed when you do not have permission to create an entity by using the Convert To function in Microsoft Dynamics CRM
• Large blank space remains on form after you import a change to the row span of a field
• HTML Web Resource in form header does not respect the layout
• An empty Add tab/menu is displayed unexpectedly in ribbon for some entities like Reports and Queues
• When you try to add a connection to a lead, you receive the following error messages:
  • "An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Specified argument was out of the range of valid values"
  •  "This issue occurs if you select a custom role first and then try to select the name"
• Static export in Microsoft Office Outlook from a MAPI grid does not honor sort column
• Reverse N algorithm is used to the solutions merge of form and sitemap xmls when you import solutions
• Form does not respect the Number of Rows setting for IFrame that is positioned in either Header or Footer
• You are not able to set the field visibility to true through Client API when the "Visible by Default" field is not selected
• If a web resource does not span the whole section width when you make the web resource invisible through Client API, the web resource is displayed unexpectedly on the entity record form
• When you tab out of a lookup in a form, the focus is not moved to the next field in the form
• Multiline field is invisible and it occupies the space
• "'IS_DEFAULT_INSTANCE' is undefined" script error message in the team detail form in Microsoft Office Outlook Client
• The surrogate characters are corrupted when you input the surrogate characters in the discount list dialog box
• You cannot preview a Silverlight web resource from the web resource editor
• Metadata cache compression is used to compress metadata to send to Microsoft Dynamics CRM for Microsoft Office Outlook Client
  • Note: if you are still using the Release Candidate build, please review this article in the Microsoft Knowledge Base:
    2502671 There is a Problem Communicating with the Microsoft Dynamics CRM Server Error When Configuring the Dynamics CRM Client for Outlook
• You experience a slow performance when you view the Activities page
• The menu cannot be closed when you try to close a menu that is opened during navigation
• The lower grid is not displayed as expected in the form when you select the "auto-expand" for a grid
• The icons and text are missing from the help buttons when you access the help content in the offline Client for Microsoft Office Outlook
• You cannot create a custom activity when the default language of the organization is Turkish
• Assume that you create a new parameter on the Parameters tab in the Form Property dialog box in Windows Internet Explorer 9. When you open the Form Property dialog box again, the parameter disappears
• Assume that you sign up for an organization in Microsoft Dynamics CRM Online. You track an email message in which the primary email address is the same as the email address that you used to sign up for the organization. In this situation, you receive the following error message:
  • "The requested record was not found or you do not have sufficient permissions to view it"
• When you export a solution from an organization, a custom activity unique name for the InstanceTypeCode attribute is generated by using the publisher prefix of the solution unnecessarily. Sometimes you cannot import the solution to another organization
• Assume that you install a Microsoft Dynamics CRM Server that points to a website with an HTTPS binding present. If a star (*) is present in the IP Address field of the HTTPS binding, certain URLs are set incorrectly
• When you upgrade to Microsoft Dynamics CRM 2011, Out of Box roles that were renamed in Microsoft Dynamics CRM 4.0, and were inherited into lower business units are changed back to the original name in the lower business units unexpectedly
• When you install the Help Server separately from the Web Application Server, the HelpServerUrl is not set as expected
• Assume that you do not create an entity mapping between a custom entity and some Out of Box activity entities in Microsoft Dynamics CRM 4.0. After you upgrade to Microsoft Dynamics CRM 2011, you cannot import the corresponding solution to an organization
• If you run the SetStateDynamicEntity function that is called from the 2007 endpoint in a Microsoft Dynamics CRM 2011 plug-in, the StateCode parameter uses the String type, and the StatusCode parameter uses the Int32 type incorrectly
• Assume that you create an email address for a queue that is owned by a team entity. In this situation, you cannot approve the email address
• After you browse to a dashboard, a memory leak occurs
• Assume that you create a new group in Microsoft Dynamics CRM 2011. The SiteMap Setting area of the group is injected into a sitemap that is upgraded from Microsoft Dynamics CRM 4.0. In this situation, group attributes for the new created group are not added to the upgraded sitemap as expected
• Assume that you switch views in an area in Windows Internet Explorer 9. When you select the same view or a different view in the current area, a script error occurs
• When you view the fields of an entity in a solution, the field icon does not appear. Instead, the default icon appears for the field grid
• Assume that you use a Microsoft Dynamics CRM 4.0 Outlook Client against a Microsoft Dynamics CRM 2011 Server. When you browse to a SiteMap Folder, you cannot open a CRM WebForm from the CRM Menu or from the ToolBar
• After you upgrade a Microsoft Dynamics CRM 4.0 Outlook Client to Microsoft Dynamics CRM 2011, the configuration information in the client is lost
• When you click links in the Help Visor dialog box, a script error occurs
• Assume that you send a non-tracked meeting to some attendees; after you track the meeting, parties are not displayed as resolved for the attendees
• Assume that you create a wait condition in an automatic workflow. If the wait condition contains a value that is returned from a custom activity workflow, the wait condition does not work as expected on resume
• Assume that you add a step that is used to convert dynamic expression values to EntityReference values in a workflow. When you run the workflow, the workflow condition activity fails with an unsupported type conversion exception
• When you browse to an associated grid in a User Form in Microsoft Office 2010, a script error occurs
• When you upgrade a custom entity from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011, physical names of the StateCode attributes in the entity are still capitalized. Therefore, you cannot import the custom entity to a Microsoft Dynamics CRM 2011 Server
• When you import a solution that is not from the same version, you receive a warning message unexpectedly
• When you uninstall large solutions in an environment that uses an F5 Networks BigIP load balancing solution, a time-out error occurs. Additionally, if you close error dialog box, the uninstallation still continues and you do not know when it is completed
• An upgrade fails because the system cannot delete service failures
• Assume that you create a relationship that has an attribute that uses the same name with the relationship name. You create another relation