Podcast and Overview: Microsoft Dynamics CRM 2011 Update Rollup 2

We're proud to announce that Microsoft Dynamics CRM 2011 Update Rollup 2 released Thursday June 2nd, 2011! 

On June 3rd, 2011 Greg Nichols and Sean McNellis from the Microsoft Premier Field Engineering team provided information and answered questions about the recent release of Update Rollup 2 for Microsoft Dynamics CRM 2011, and briefly discussed Update Rollup 17 for Microsoft Dynamics CRM 4.0 during our:

Microsoft Dynamics CRM 2011 Update Rollup 2 Podcast

Related links you should know about: 

• Update Rollup 2 Microsoft Download Center page
• Update Rollup 2 "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 2 blog posting

Update Rollup 2 Build number:
5.0.9688.1155

Note: An issue with the CRM Server Update Rollup package was found on Friday, 6/3, and it was removed from the Microsoft Download Center.  It was on the Download Center for about 30 hours.  The Server package was re-released on Monday, 6/6.  The new server packages contain a "v2" in the name so they can easily be distinguished from the original Update Rollup 2 server packages. Example: CRM2011-Server-KB2466086-ENU-amd64-v2.exe. The server package build version is 1157.  All other components' package build versions remain at build 1155.

If you installed the older (v1) version of the Server package, you don't need to uninstall it, you can install the new one "over the top"

Packages are, or will be, available for download via: 

• The Update Rollup 2 Microsoft Download Center page (on June 2nd, 2011)
• The Microsoft Update Catalog (on June 28th, 2011)
• The Microsoft Update detection / installation process (on June 28th, 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 2 "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 2 Prerequisites:

• Essentially the prerequisites listed in the Microsoft Dynamics CRM 2011 Implementation Guide download or online versions for the various CRM components serviced
• You must have Microsoft Dynamics CRM 2011 build 5.0.9688.583 (RTM, aka Release-To-Market) installed. Update Rollup 2 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 2 is the second 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 and 2, Update Rollup 3 will contain all the fixes shipped via Update Rollups 1, 2, and 3, etc. 

Fixes released via CRM 2011 Update Rollup 2:

• Assume that you perform a POC migration on a Microsoft Dynamics CRM 2011 organization. A multiple auditing error occurs when one of the following scenarios is true:
  • You create a new record for an entity when the auditing setting is enabled
  • You change an existing record for an entity when the auditing setting is enabled
  • You disable the auditing setting
• Assume that you browse to the Accounts page. And then, you click Accounts on the navigation bar. In this situation, an increase in memory usage occurs
• If you create a workflow that has a wait condition, the workflow is delayed incorrectly in Microsoft Dynamics CRM 2011
• When you upgrade Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011 by using a non-English base language, you receive the following error message:
  • 'XPKLocalizedLabel'. Cannot insert duplicate key in object 'MetadataSchema.LocalizedLabel'
• If you open the Resource Group Creation page by using Internet Explorer 9 in Microsoft Dynamics CRM 2011, you cannot close the page as expected
• Assume that you have many custom entities that have relationships to activities in a Microsoft Dynamics CRM 2011 deployment. When you set a regarding on an activity form, you receive the following error message:
  • Page Not Found
• When you install or delete the sample data in Microsoft Dynamics CRM 2011, an unhandled exception error occurs
• Assume that you install Update Rollup 1 for Microsoft Dynamics CRM 2011. If the update fails, the version information in the registry is updated incorrectly
• When you use Microsoft Dynamics CRM 2011 for Japanese language, the dynamics marketplace is not localized to Japanese language
• No throttling mechanism exists for send requests that are sent from Microsoft Dynamics CRM 2011 clients for Microsoft Office Outlook in Microsoft Dynamics CRM 2011. Therefore, too many background send requests can hit the server at the same time. In this situation, you experience a reduced server performance
• Consider the following scenario in Microsoft Dynamics CRM 2011:
  • You create a new email message template that has an unsubscribe link
  • You create a new email message in Microsoft Office Outlook
  • You insert the template in the email message
  • You send the email message
  • You click the unsubscribe link in the email message
  • In this scenario, the To field and the Subject field are populated incorrectly
• Assume that you customize the Access Mode attribute for the SystemUser to have a default value of Read or Administrative. When you add a user by using the user invitation wizard, the wizard fails with an exception error
• Assume that you enable the Verbose tracing in an organization in Microsoft Dynamics CRM 2011. When you run the UpdateContractStates job, the async service fails with an exception error
• Assume that you create a sync task that reports to you when a job is finished in Microsoft Dynamics CRM 2011. When the job is finished, you receive an email message that contains an incorrect URL. However, the URL should link to your organization
• Assume that you have multiple organizations in Microsoft Dynamics CRM 2011. Each organization has different custom entities. In this situation, if each organization has the same object type codes, an error occurs with the parameter filtering
• Assume that you have multiple entities that have identical display names in Microsoft Dynamics CRM 2011. The duplicate detection is enabled. In this situation, you cannot open the duplicate detection rule form
• Assume that you have an entity that has duplicate detection rules published in Microsoft Dynamics CRM 2011. When you save a record in the entity, you receive some unhandled exception error messages
• After you install Update Rollup 1 for Microsoft Dynamics CRM 2011, "Update for Microsoft Dynamics CRM 2011" instead of "Update Rollup 1 for Microsoft Dynamics CRM 2011" is displayed in the Add Or Remove Programs list
• After you install a Microsoft Dynamics CRM 2011 client for Finish language, "Microsoft Dynamics CRM 5.0 for Microsoft Office Outlook" instead of "Microsoft Dynamics CRM 2011 for Microsoft Office Outlook" is displayed in the Add Or Remove Programs list
• The French translation for the form preview is incorrect in Microsoft Dynamics CRM 2011 for French language
• There is no batch load mechanism for loading ribbon caches in the caching infrastructure in Microsoft Dynamics CRM 2011
• The client API cannot access subgrids in Microsoft Dynamics CRM 2011
• The French translation for the Referential, Restrict Delete type in the Behavior option in the "1:N Relationship" form is incorrect in Microsoft Dynamics CRM 2011 for French language. The type is translated as "delete restriction" instead of "restrict deletion"
• Assume that you have some roles that support multiple record types in Microsoft Dynamics CRM 2011. When you create a connection that uses the roles, you receive the following error message:
  • Record types are not defined for use with the selected connection roles
• After you upgrade to Microsoft Dynamics CRM 2011, some old Microsoft Dynamics CRM 4.0 files are not deleted as expected
• When you add users in a multiple site domain in Microsoft Dynamics CRM 2011, the save process takes longer time than expected
• When you upgrade or import a database that contains a hyphen in Microsoft Dynamics CRM 2011, the upgrade or import fails
• Assume that you have a subgrid that has an autoexpand control set in Microsoft Dynamics CRM 2011. Another autoexpand control is set for the subgrid side-by-side. In this situation, the size of the container of the subgrid does not respect the size that is specified in the form editor. A white space is displayed under the data in the subgrid container unexpectedly
• Assume that you create a record that is a duplicate of another record without accent symbols in Microsoft Dynamics CRM 2011. In this situation, the duplicate record is detected. However, the duplicate record is not displayed
• After you uninstall Update Rollup 1 for Microsoft Dynamics CRM 2011, the version number of the product is incorrect
• Assume that you install Update Rollup 1 for Microsoft Dynamics CRM 2011. And then, you start the uninstall process for Update Rollup 1 for Microsoft Dynamics CRM 2011. When you cancel the uninstall process, an empty dialog box appears unexpectedly
• Assume that you import and update an organization from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011. If the length of a system attribute exceeds a value of 100, the import fails
• When you publish a rule in the Duplicate Detection Rules dialog box in Microsoft Dynamics CRM 2011 for Japanese language, the Status Reason field is displayed incorrectly
• The Severitycode field and the Prioritycode field are translated to the same Japanese words in Microsoft Dynamics CRM 2011 for Japanese language
• Assume that you create a new mail merge template in Microsoft Dynamics CRM 2011 by using Internet Explorer 9. You reopen the mail merge template. In this situation, when you save the mail merge template, you receive an error message that states the name field needs a value
• If the Data field in a bulk delete async operation is null, the async service crashes
  

Hotfixes and updates that you have to enable or configure manually

Update Rollup 2 for Microsoft Dynamics CRM 2011 contains the following update that you must enable or configure manually - details on enabling or configuring can be found in this Microsoft Knowledge Base article:

2535245 RetrieveMultiple optimization for basic depth needed for local and deep depth read privileges in Microsoft Dynamics CRM 2011

Internet Explorer 9 Compatibility

• The Microsoft Dynamics CRM Sustained Engineering team extensively tested Microsoft Dynamics CRM 2011 against pre-release versions of Internet Explorer 9 and will continue to address compatibility issues, as they're reported, against the released (Released to Web) version of Internet Explorer 9.0.  When necessary, Microsoft plans to release enhancements via future Microsoft Dynamics CRM 2011 Update Rollups to assure compatibility with Internet Explorer 9.

Greg Nichols
Premier Field Engineering
Microsoft Corporation