Podcast and Overview: Microsoft Dynamics CRM 2013 Update Rollup 3

Contents:

• Build number, Download Center Page, Master KB article
• CRM Premier Field Engineering Update Rollup Podcast
• CRM Update Rollup Collateral Page
• Upgrade path discussion
• Ramp up on Microsoft Dynamics CRM 2013!
• Important CRM 2013 Update Rollup considerations
• General Update Rollup notes
• OrgDbOrgSettings Tool
• Update Rollup packages available for download
• Update Rollup prerequisites
• Update Rollup Uninstall
• Issues resolved by this Update Rollup
• Support for new technologies provided by this Update Rollup
• Hotfixes and updates that you have to enable or configure manually
• Mismatched Update Rollup versions within a Microsoft Dynamics CRM deployment
• Microsoft Dynamics CRM compatibility with technology stack components 

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.

Update Rollup 3 Build number:

6.0.0003.0106

Update Rollup 3 Microsoft Download Center page

Here's the "Master" Microsoft Dynamics Knowledge Base article for Update Rollup 3: (KB 2930480)

• Going forward, the plan is for the Master Knowledge Base article for CRM 2013 Update Rollups to be published a bit in advance of release to aid planning.

Update Rollup 3 Podcast

On Tuesday, July 21st 2014 Greg Nichols and Ryan Anderson from the Microsoft CRM Premier Field Engineering Team provided information about:

• The release of Update Rollup 3 for Microsoft Dynamics CRM 2013
• New fixes made available In Update Rollup 3

during their Microsoft Dynamics CRM 2013 Update Rollup 3 Podcast

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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 Microsoft Dynamics CRM Update Rollups, visit the "CRM Update Rollup Collateral Page"

 

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CRM 2013 Update Rollups - Upgrade path discussion

This CRM 2013 Update Rollup 3 is for CRM 6.0, i.e. CRM 2013 RTM

• It will install on CRM 2013 RTM, CRM 2013 Update Rollup 1, or CRM 2013 Update Rollup 2
• It will not install (install will be blocked) on Service Pack 1, which is CRM 6.1
• UR3 is very likely the last UR for CRM 2013 RTM – the upgrade path from CRM 2013 SP3 is to SP1.  So get ready:
  • You’ll want to plan your move to CRM 2013 Service Pack 1, as that will be the servicing path going forward and will be required to get to the next major Dynamics CRM release (7.0)
    • If you want to get to "Leo", i.e. Service Pack 1, but are relying on fixes that were released in this Update Rollup (Update Rollup 3 for CRM 2013 6.0 (RTM)), you’ll want to wait for Update Rollup 1 for CRM 2013 Service Pack 1
    • It’s tentatively scheduled to release in late August or early September

How the build numbers work:

• The first CRM 2013 release was build 6.0.0.809, where
  • 6 is the major version number
  • The first 0 is the minor version number, aligning with a Service Pack number
  • The second 0 is the major revision number, aligning with an Update Rollup number
  • 809 is the minor revision number aligning with the final build number we shipped

So,

• UR1 for CRM 2013 is build 6.0.1.61
• UR2 for CRM 2013 is build 6.0.2.51
• UR3 for CRM 2013 is build 6.0.3.106
• Service Pack 1 for CRM 2013 is build 6.1.0.581
• Update Rollup 1 for Service Pack 1 for CRM 2013 will be build 6.1.1.<build number>
• The next major release will be CRM 7.0.0.<build number>

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RAMP UP ON CRM 2013!

As we're just getting started with Microsoft Dynamics CRM 2013, I'll provide some pointers to directly accessible ramp-up resources and some insight into what people are most excited about regarding this new major release:

Recommended Ramp-up materials:

• Microsoft Dynamics CRM Customer Center
• Microsoft Dynamics CRM Developer Center
• Microsoft Dynamics CRM IT Pro Center
• Microsoft Dynamics CRM 2013 Implementation Guide
• Microsoft Dynamics CRM 2013 SDK (Software Development Kit)
• Microsoft Dynamics CRM Team Blog
• Upgrading to the CRM 2013 User Experience

Most Popular Features in Microsoft Dynamics CRM 2013!

• Flat User Interface (modern look UI)
• Process driven UI
• Quick create and quick view forms
• BingMaps / Skype / Lync integration
• Social and mobile integration
• Server side sync

Business Process UI

• Rich and guided UX to implement end to end business scenarios
• Reduced number of clicks and pop ups to complete transactions
• Ability to span the process UI across entities
• Security modelling and ability to assign processes to security roles
• Ability of accessing the UI using MoCA clients

The new ‘skin’ of CRM 2013

• Flat and modern UI avoiding frequent pop ups
• Inline editing
• Quick view form enabling parent entity details in child record
• Form level notifications where errors, warnings and information can be viewed inline in the field
• Avoiding redundant ribbon buttons thus showing only which is really required
• Header controls to highlight the most relevant data of the entity
• BingMaps embedded control

Configuration & Customization

• Synchronous Workflows will help developers to quickly configure workflow instead of using a plug-in (writing code/deploying)
• Actions enable multiple operations which are frequently used to be created as single action and can be re-used to minimize Dev cycle
  • Power to create custom actions such as schedule, Escalate and Route Lead are highly beneficial as well
• Portable Business Logic This easy way avoids lots of scripting for easy validations and enables CRM functional analysts to quick add validations without touching the code base

Yammer Integration

• Native integration with Yammer and thus enabling social collaboration
• Private and Public settings to control the activity feed stream

Mobility

• MoCA (Mobile Client Application) clients and Mobile clients make the long awaited dream a reality
• Support across expected devices and browsers
• Availability of process bar and new UI in the tablet clients
• UI in MoCA clients is highly appreciable, survey shows many of them like the MoCA UI more than the native web UI

General

• Quick create forms to accelerate the record creation
• Light weight command bar UI
• Multi activity support in the collaboration area

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Important CRM 2013 Update Rollup considerations!

A common question I get is “if I either upgrade from CRM 2011 or install the RTM version of CRM 2013 (build 6.0.0000.0809), what is the equivalent CRM 2011 Update Rollup level I have?" The answer is: essentially Update Rollup 14.

Some specific port requests for post-Update Rollup 14 fixes for CRM 2011 were included the original (RTM) release of CRM 2013, and port requests for other post-Update Rollup 14 CRM 2011 fixes can be requested via the normal Support process.

One set of port requests that you may be wondering about are the dramatic changes to the Microsoft Dynamics CRM Client for Microsoft Office Outlook

• They were released via CRM 2011 Update Rollup 15 and the Critical Update for Microsoft Dynamics CRM 2011 Update Rollup 11 CRM Server and CRM for Outlook Client
• These post-Update Rollup 14 changes WERE included in the RTM version of CRM 2013, and include:
  • A feature that moves the CRM client-specific workload into its own process so that it no longer shares memory with the Microsoft Office Outlook process
    • This feature is also known as Process Isolation
  • An upgrade to Microsoft SQL Server for Windows CE 4.0 for better memory management, better caching, and connection enhancements
  • Updates to CRM for Outlook configuration files to make the CRM for Outlook SDF files compatible with SQL Server for Windows CE 4.0
  • Materialization of the Address Book Provider to reduce performance issues that are caused by large address books
  • Limits to the amount of active open forms
  • A MAPI Lock time-out
  • Hard coding of a previous registry setting that prevented pinned views from pulling down information to local SQL CE cache
    • This new DisableMapiCaching setting defaults to a value of 1
    • For more information about the behavior of this setting, see Slow Performance When Pinning Views in Microsoft Dynamics CRM

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General Upgrade Rollup Notes:

• Testing CRM 2013 Update Rollups: Best Practices
  • Microsoft Dynamics CRM Premier Field Engineering recommends doing all the standard testing you generally do for all Update Rollups, 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 CRM 2011 version is currently being evaluated against CRM 2013
    • 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

Microsoft Dynamics CRM 2013 Custom Code Validation Tool

• Consider familiarizing yourselves with this tool!
• The Custom Code Validation tool for CRM 2013 is mostly the same as the Code Validation Tool for CRM 2011 UR12; the 2011 version has been deprecated and is no longer available. We added some additional checks for code that references the 2007 endpoint or other functionality that has been deprecated in CRM in 2013. And, most of the checks in the tool were built into the CRM 2013 Server installer as validation checks
• Note that the URL for the CRM 2011 version of the tool now directs to the CRM 2013 version
• Use the Microsoft Dynamics CRM 2013 Custom Code Validation Tool to identify potential issues with custom JavaScript in JavaScript libraries and HTML web resources. When using JavaScript code in Dynamics CRM, it is possible that some code will stop working or cause an error when you upgrade. The Microsoft Dynamics CRM 2011 Custom Code Validation Tool helps identify potential problems so that a developer can fix them

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NEW RELEASE REGARDING OrgDbOrgSettings!

You're probably familiar with the OrgDbOrgSettings command line tool (mentioned above) released by the CRM Product Group in the "Tools" package that is updated and released with each set of Update Rollup packages.  With it, you configure some .xml and call your .xml with the command line utility described in KB 2691237. However, you may be daunted by configuring this .xml, to the point that you may not use the tool, or use it minimally - not exploring the many options outlined in KB 2691237 that may be of use to you.  Well, the Microsoft Dynamics PFE team now has another option for you!  By popular demand, our esteemed CRM PFE colleague Sean McNellis has developed a tool  - a CRM 2011 / CRM 2013 managed solution - that provides you with an easy-to-use GUI with which you can configure all of the options outlined in the Knowledge Base on a per-tenant basis.  Feel free to download it, install it, and check it out... I sure use it!

This is a FREE downloadable tool - the "Dynamics CRM 2011 Organization Settings Editor".  Check it out; the download page has screenshots and information that will help you make good use of the tool.  Sean has also published a Premier Field Engineering blog: "Azure Mobile + JavaScript + WebResources = Easy Editing of OrgDBOrgSettings in Dynamics CRM 2011!" to share more details on the tool. It is currently updated with settings for CRM 2011 Update Rollup 16 and CRM 2013 Update Rollup 1, and he takes pride in keeping it updated as new Update Rollups are released. Thanks, Sean!

Note: there is a code issue with the CRM Client for Microsoft Outlook that was resolved in Update Rollup 16 Client packages.  Do not set either the AddressBookMaterializedViewsEnabled or DisableMapiCaching settings in the Organization entity metadata via the OrgDbOrgSettings tool in the Update Rollup Tools package or the Organizational Settings Editor on Codeplex if you are not running CRM 2011 Update Rollup 16 or higher on the Client.  Also, do not set this key prior to the next major release of CRM 2013.

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Update Rollup 3 packages are or will be available for download via: 

• The Update Rollup 3 Microsoft Download Center page - released July 15th, 2014
• The Microsoft Update Catalog  - packages scheduled for release late July, 2014
• The Microsoft Update detection / installation process
  • Note: Microsoft Dynamics CRM 2013 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 Update Rollup 3 "master" Microsoft Knowledge Base article
  • Please review my former teammate 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 Update Rollups

for these CRM components:

Microsoft Dynamics CRM Server 2013

Microsoft Dynamics CRM 2013 for Microsoft Office Outlook (Outlook Client)

Microsoft Dynamics CRM 2013 Email Router

Microsoft Dynamics CRM 2013 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 2013 download. When you extract the Server package (CRM2013-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 2013 Language Packs

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Microsoft Dynamics CRM 2013 Update Rollup 3 Prerequisites:

• Essentially the prerequisites listed in the Microsoft Dynamics CRM 2013 Implementation Guide download for the various CRM components serviced

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Removal (Uninstall) information

• You can uninstall Update Rollup 3 from a server that is running Microsoft Dynamics CRM 2013. However, make sure that you back up your databases before you uninstall Update Rollup 3. For more information, go to the following Microsoft Developer Network (MSDN) website:
  • Create a full database backup (SQL Server)

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Issues resolved via Microsoft Dynamics CRM 2013 Update Rollup 3: 

Microsoft Dynamics CRM 2013 Update Rollup 3 is the third of a series of cumulative Update Rollups that include fixes for the issues that are or will be documented in the "Master Knowledge Base Articles" for CRM 2013 Update Rollups.  As they are cumulative, Update Rollup 3 contains all fixes shipped via Update Rollups 1, 2, and 3... you get the idea.

Fixes released via CRM 2013 Update Rollup 3:

• Unresolved email sender is not displayed correctly on Email form
• Users attempting to add multiple records to a N:N relationship in Microsoft Dynamics CRM 2013 will experience the following error dialog even though the associations are completed:
  • Duplicate Record: A record with these values already exists. A duplicate record cannot be created. Select one or more unique values and try again
• Users attempting to insert an email template with an attachment into an email in Microsoft Dynamics CRM 2013 get a dialog:
  • “This template contains attachments. If you want attachments as a part of your email, click Cancel. Save the email, and then re-apply the template. To continue without the attachments, click OK.” even if the email has been saved previously
• Users of Microsoft Dynamics CRM 2013 are not able to create a parental relationship between two custom entities if the related entity has an attribute with the Image data type
• Duplicate records are created if Save or Save and Close is pressed multiple times
• Mobile app fails to configure due to metadata inconsistency in CRM views
• Script error occurs when selecting a party type field in a Business Rule action
• Users of the Microsoft Dynamics CRM 2013 Client for Outlook are prompted to enter credentials when downloading attachments
• 'Add Existing Competitor' button does not work as expected when you add the Out Of Box Competitor N:N relationship to the Opportunity form navigation
• JavaScript methods will not trigger when a business required field is changed to be blank
• Custom plugin Exception is not thrown in UI as expected
• In Microsoft Dynamics CRM 2013, users are unable to set a Matching Connection Role to the same Connection Role
• When trying to query using OData endpoint, a 500 internal server error occurs in CRM 2013
• When you are using CRM 2013 and not using IFD or claims based authentication, the link created by the Yammer integration will not be correct for path based URLs
• Add New button is missing from lookup forms in the IPad application for Dynamics CRM
• When you call the setLabel function to change the label of a control and that control is marked as required, the required asterisk is removed
  • This also occurs if the control is marked as recommended and the label is changed with the setLabel function
  • If you set the requirement level on a field after changing the label, the asterisk is shown before the label instead of after
• When creating a Quick Create Form in Microsoft Dynamics CRM 2013 using the Form Editor, the security roles of System Customizer and System Administrator are being applied to the form preventing users without those roles from accessing the forms
  • In some cases, they are unable to access CRM when there is no fallback form for the user to use
• Updating an activity using Real-time workflow to update the owner causes an error:
  • “There should be only one owner party for an activity”
• If an entity that has the Social Pane on the form has its Post Configuration disabled in Microsoft Dynamics CRM 2013 and have set the control to default to the Notes tab in the Form Editor, the control will default to the Activities tab
• When a customer requests a POC of their CRM Online database in order to test their customizations prior to their CRM Online upgrade to 2013 they are not able to import the database into CRM 2013 on premise
  • The import fails with an error stating that some solution components could not be removed
  • This occurs if the customer had opted into the Fall 2013 update to CRM Online
• When attempting to load activities on the Social Pane in Microsoft Dynamics CRM 2013 that have large amounts of text in the description, users encounter the following error:
  • “Error during serialization or deserialization using the JSON JavaScriptSerializer. The length of the string exceeds the value set on the maxJsonLength property.”
• When you use the Forward mailbox option and server side synchronization for incoming email, the incoming emails to be delivered into CRM from the Forward mailbox will be delivered no matter what the preferences are for the user and queue parties
  • If an email contains a TO party that is a user and that user only accepts emails in reply to CRM emails, they will get all emails no matter if it is not a reply to CRM email
• When you click the note content of an existing note in the social pane of a CRM form, and then without changing anything on the note you click anywhere else on the form, the note will be modified
  • However, nothing changed
• Missing translation labels on exported translation files after merging Entity forms from Dynamics CRM 2011 to Dynamics CRM 2013 Forms
• Typing ALT (AltGR) +E to enter a € symbol causes the page to refresh
• SDK: preventDefault is not working to stop deactivation from Account record
• Spaces used in a Grid URL cause the URL to add additional http:// to the beginning of the URL and renders as http://http://
• If you open one of the records from a subgrid and click Next from the record, it will freeze and then show a script error:
  • Mode: JscriptSource: "src\Application\web\ScriptSharp\_Common\Scripts\Global\Menu\Dialog.cs"
• User Lookup View in Japanese language CRM does have Full Name column unlike English language of CRM 2013
• If the setVisible Client API for Microsoft Dynamics CRM 2013 SDK is used on the form to hide a section or tab, any validation errors on the form will fail to clear even if the values are valid for the given attribute
• Added organization enhancements to control potential data interception scenarios within specific incoming email conditions within an intranet deployment
• In CRM 2013, there was a change to allow users who have Impersonation (actonbehalf) privileges to activate and deactivate the workflows. This also allows users with the appropriate permissions to activate and deactivate workflow owned by other users in the UI
  • When you do this, it creates a new line in the WorkflowBase making the user that published this workflow the owner
  • If the workflow is set to the scope of a User, this workflow will only fire for the ModifiedBy user (the user that published this)
• When entering a note description in Microsoft Dynamics CRM 2013 containing numeric characters such as "Lunch @ 2" or "1234567899" may not render correctly
• When using server side sync and configuring the user’s mailbox for email sync, embedded images within emails are not displayed when using the web client to view the tracked email
• The "like" feature from the Activity Feeds Posts wall is incorrectly translated in Portuguese-Brazil
  • It is "Como", instead of "Gostar"
  • If the user clicks "Como", it turns into "Gostar (desfazer)"
• Convert phone call does not open new Opportunity record when requested
• When you use the 2011 Outlook Client with UR15, UR16, or the UR11 Cumulative Update, but have CRM Server version 2013, clicking Advanced Find from Dashboards or any sitemap area other than views will generate a Permission Denied / Access Denied Script error
• User images are not loaded within CRM 2013 if the Display Name and Unique Name of the Organization are not exactly the same
• “Currency not set” error occurs when overriding the price and adding new Opportunity products
• Cannot delete Audit Partitions in CRM 2013
• CRM reports embedded in IFRAME objects (on forms / dashboards /etc...) no longer display correctly when using Internet Explorer 9 or Internet Explorer 10
• Mobile application fails to configure due to metadata inconsistency in views
• "Products in Parent Price List" saved query is using a 'like' operator for OpportunityId filter, which is causing performance issues. It should be using an 'eq' operator instead
• Using a Silverlight web resource grid formatted as "Use available area (Stretch to Fit)" no longer sizes the grid Height properly
• The Business Process Error dialog that contains the debug file is not displayed when a profiled plugin is executed on a grid refresh
  • An unhandled exception occurs instead
• Cannot upgrade solutions with custom activity entities after upgrading from CRM 2011 to CRM 2013
• Documents view does not work with managed metadata columns
• When enabling filtering on a view, if the user's screen cannot display all the columns on the page simultaneously, the filtering button covers the drop-down on the last column
• Users in Microsoft Dynamics CRM 2013 receive "An error has occurred. Please return to the home page and try again." error dialogs when deleting more than one product at a time from an Opportunity, Sales Order, Quote, or Invoice record
• Options sets with no label disappear when trying to change its value
• Link-entity filter criteria is not shown in UI when a link-entity column is added first
• Exporting Application ribbon contains duplicate values in XML
• Unable to save postfix setting of Fiscal Year Setting
• Aligning the label to center does not work on new forms in CRM 2013
• Email attachments are not being deleted from the dbo.Attachment table when their parent record is deleted
• SSL Offloading does not work when CRM is not using Claims / IFD authentication
• OverriddenCreatedOn* attribute is missing from V3 Custom Entities
• When you click to create a folder for a record, the SharePoint page is shown instead of the list part grid page
• Conditional formatting breaks page navigation in view within the CRM Client for Outlook
• When you select an email that is tracked in CRM, and you have the reading pane viewable for emails, Outlook may hang or become unresponsive
  • Once Outlook returns controls and becomes responsive you notice that the Track in CRM form region for the tracked in CRM email contains a large number of parties on the TO, CC, or BCC
• When you have more subjects in the subject tree than can be viewed without a scrollbar, the scrollbar is not shown in IE or FireFox
  • The scrollbar is shown correctly in Chrome
• When you attempt to view html web resources in the CRM web or Outlook client application by opening them from the ribbon, the web resources that are shown are old versions
  • This occurs even after you have published changes to the web resources
  • If you clear temporary internet files the web resources are shown correctly
• When you create a process step using create, update, or send email step and you put in the body of the email more than 65K characters and then publish and execute, the process step will fail
  • 65K characters can occur due a very long text string or highly stylized HTML content
    • For example, creating HTML content in word and then copying and pasting the HTML content into the content editable email activity body for the create/update/send email step inside the CRM Workflow Designer
• A 404 error is seen when accessing organization
  • This occurs after deleting thousands of managed optionset values through the SDK or UI without replacing those deleted optionset values with new values
• Appointments and Service appointments are automatically shared with all principals / users
• Dashboard Tab ordering is incorrect
• Searching for a contact in the address book fails raising this error:
  • "The Contacts folder associated with this address list could not be opened; it may have been moved or deleted, or you do not have permissions. For information on how to remove this folder from the Outlook Address Book, see Microsoft Outlook Help"
• Outlook displays error if clicking CRM folders before the loading of CRM toolbar
  Cannot renew / copy a Contract when Contract Line item dates are greater than the Contract
• Custom Plugins registered against the RetrieveMultiple message and specifying "none" as the Primary Entity will fail with a SerializationException due to an unknown Type originating from the plugins that are part of the ActivityFeeds solution
• Some fields lose data on save and synchronization when focus is not moved from the field when using the CRM client for Outlook
• "SQL Server error" on Campaign Activity quick find search if including "channeltypecode"
• Sporadically e-mails sent from Outlook router are sent with a winmail.dat attachment
• Re-tracking contacts in child contact folder results in duplicate contacts after synchronization
• Silverlight controls fail to be resized when the user resizes the form making it difficult to access some portions of the Silverlight resource
• You can access System Settings no matter the security role assigned
• Users from 1 business unit are able to see records of other business units when entity records between business units are merged and the records are owned by the default teams for the associated business units
• Summary Filter is not shown when using N:N relationship criteria
• Export to Excel in Outlook fails with long relationship/entity/field names
• Mail Merge fails for Office 2013 CRM for Outlook clients when using Cached Mode
• Currency symbol keeps as the base currency symbol in activities created by a Dialog
• If the chart pane is enabled on any view for an entity in the Outlook client, and if the user utilizes the "Email a Link" feature and selects the current view, the URL that is generated and then copied to a blank e-mail will contain invalid parameters
  • Clicking on this link then generates a CRM platform error, which indicates that invalid parameters were passed to the request
• When you attempt to use a service account to impersonate users in Exchange to poll for email to be delivered into CRM using the email router, and that service account does not have a mailbox, the CRM email router will not be able to proceed either with check access or during normal execution
• When JavaScript references a lookup via the Microsoft Dynamics CRM SDK and tries to access the EntityType property to see the record type, users with the Read Only license access will receive Undefined, instead of the proper entity name
• Workflow fails with "The deserializer has no knowledge of any type that maps to this name"
• With a Decimal Number field with Precision parameter greater than 6, a number beginning with 0.000000 errors on Orders
  • "Error. An error has occurred".
• There is an error in XML document (1, 1181) when validating MAPI properties through Exchange Web Services
• When you use the CRM web client or CRM client for Outlook, you notice memory increasing when you use the SharePoint List Web Part for CRM
• Notes in the Outlook preview section are sorted by modified date instead of created date
• Users cannot print the whole grid page with Internet Explorer 10
• When users change the field 'Start Time' (or any other date field) to third Sunday of October, for any year, in the Brasilia time zone, the field is changed to 1/1/1970
• Users receive ‘not read’ receipts if <DeleteEmails> is true in the Email Router
• When running an SSRS report and using certain specific locales in personal options in CRM, the report does not contain the correct format as the correct language is not selected based upon the current users locale
• When you use IE 10 and you attempt to view an email activity using the CRM email activity form, the body of the email is not fully shown
  • This occurs when the email that was viewed was promoted into CRM either by the Outlook client or Email router and the email body was well formed HTML
• When synchronizing service appointments in Microsoft Dynamics CRM for Outlook to CRM, the activity parties on the appointments are being rescheduled even though they may not have changed
  • This can potentially cause workflows or plugins to be invoked unnecessarily on the server producing inconsistent results
• Unable to view Personal E-mail Templates with EnableRetrieveMultipleOptimization = 2
• You cannot import a solution which contains an out of the box chart where that out of the box chart has been deleted in the destination system
• Changing the resource on a service activity creates temporary duplicates
• Service activity tooltip / color not updated for change in status reason
• Deployment Manager will not open after making the failover to the mirror SQL server
• Cannot use print preview for draft replied emails with images
• CRM CLient for Outlook offline reports do not show the parameter pane
• Unable to configure CRM for Outlook client when TurnOffFetchThrottling is enabled
• When an error is raised when submitting the merge dialog form, and upon a second attempt to merge the data you change the selection of fields on the dialog, those changes are not submitted to the platform
  • The initial set of fields are used instead of updated
• When the Deployment Profile is set to Local System on the Email Router and you restart the service, the router hangs and will not send messages
  • When you enable verbose logging, you see that it does not continue checking settings
  • Also, the Email Router Configuration Wizard window either hangs or opens very slowly
• prvWriteSdkMessageProcessingStep privilege is required to enable some workflows
• Tracked email not promoted if opened in inspector view from Sent Items
• Voice mail messages are being rejected by the email router with the error below:
  • Instance validation error: 'OneOff' is not a valid value for MailboxTypeType
    • These emails were tracked fine when the mailboxes were on Exchange 2007
    • However, the issue started occurring post migrating the mailboxes to Exchange 2013
    • Issue is only with the emails that come as part of voice mail messages
      • The rest of the emails will be tracked fine
• Recurring Appointment "Data Propagation" does not list the Custom attributes
• Filter in views does not work when Option Set field values containing entries with '&' character
• Data from related entities missing when exporting to Excel from the CRM for Outlook Client
• The process of assigning records from one user to another user and changing business units via the SetBusinessSystemUserRequest takes a long time to execute if the original owner owns a large number of records, for example 50K contacts
  • This process can also cause the tempdb log to increase in size and cause problems if you run out of disk space for tempdb
• Any modification to Duplicate Detection Email Template causes it to become corrupt
• IME Settings for "Multiple lines of text” fields are not respected
  CRM Client for Outlook throws error message when accessing CRM fields:
  • "An error has occurred"
• Save & New when editing existing Connection does not populate Connected From
• When you copy and paste a tracked recurring appointment in the CRM client for Outlook, the copied recurring appointment will become untracked in CRM, however a duplicate will be synchronized to Outlook upon each manual or background synchronization
  • This occurs when the source recurring appointment contains an instance of the recurrence which has been modified or deleted and it is outside of the current effective range
    • For example, an instance of the recurring appointment was canceled many months ago
• SharePoint folder structure is based on CRM entity Contract
• When opening and closing forms in Microsoft Dynamics CRM Client for Outlook, users may notice the memory of the WebFormsHost processes climb over time until the application reports it is low on memory
• When using Outlook 2007 with the option 'Send immediately when connected' unchecked and composing a new mail, it first goes to the Outbox
  • When the CRM add-in is enabled and if we open the e-mail when it is in Outbox just to edit something, or simply to see the content and when we click on Send/Receive after that, the mail does not go out
• Print Preview on records does not display correctly:
  • The footer overlaps the last tab with content
• Outlook crashes when you have ShortTel Communicator and CRM Client for Outlook installed
• Mailmerge fields do not appear in Word; template field definition not applied after template selection
• When you type text and separate each value you want to resolve by a semi colon in a partylist field, only the first entry you type will persist after the auto resolve completes if each entry would resolve to more than 1 value
• Create/Read Order/Opportunity should not need extra prvReadOrganization privilege
• The first tab on the form becomes visible and unexpectedly overrides customization
• Invalid XML when creating a campaign with special characters in view criteria
• Consider the scenario where you are creating an e-mail template:
  • During the process copy part of a rich text or HTML formatted document and paste it into the subject line
  • The template creation appears to have a normal subject
  • However, the resulting e-mails from the template contain style tags.
• Exporting solution does not contain relationship information if changed
• Shared activities do not show in Outlook offline mode
• Entity records containing textarea attributes such as Notes on the Reading Pane in the Microsoft Dynamics CRM Client for Outlook may cause the client to become unresponsive
• Calendar panel displays incorrectly on condition control of workflow using Internet Explorer 10
• Same Ribbon Display Rule in multiple solutions cause extremely slow form load
• Wait Until conditions are not triggered if watched attribute contains NULL value
• Script error occurs after creating Custom dashboard for Articles in the CRM Client for Outlook
• The CRM Client for Outlook fails to load or crashes when client OrgDBOrgSettings are set
• Changes made to the personal view query is not updating in the CRM Client for Outlook
• Mail Merge Ribbon button on Entity Record Add tab does not work
• Form does not close when Custom Activity is Marked as Complete
• Dynamics CRM users are unable to add more than one Document Location when the document location is based on an entity centric structure
  • For example: Account/<accountname>/opportunity/<opportunityname>
• Add new button on custom entity form for activity subgrid does not add the new activity once it is saved
• Forms lose focus when using lookup field in the CRM Client for Outlook
• Encountering an unexpected error on clicking the related entity created for 1-To-N relationship customized Queue
• Quick Find fails with "Invalid Argument" when whole number fields are added as find columns
• SharePoint 2010 Integration won't work if Windows6.1-KB2894844-x64 is installed
• File attachments for emails get contentId appended to them:
  • If file name is mywordfile.doc, then the file attachment in CRM will show {cid:somecontentid@somedomain}mywordfile.doc
• When going online in the CRM Client for Outlook, the view duplicates window for the record appears, but the value for lookup and optionset attributes will not be shown in offline record grid
• Applying CRM updates causes error:
  • SqlException: Invalid column name 'IsMapiPrivate'
• Custom Icon not showing and web requests fails with 500 error in the CRM Client for Outlook
• When a report is exported to Excel file, the columns of type 'Decimal Number' are rounded off to an integer and displayed
• When processing async operation jobs, the CrmAsyncService crashes unexpectedly
  • Event Viewer shows that there was a problem deserializing some data to process a job
• Recurring appointment fails to track with exceptions outside EffectiveRange
• When you create service activities and you sync those activities to your Outlook Exchange Mailbox, and you have devices like an iPhone or Windows Phone you will see UNKNOWN:UNKNOWN on the activity parties or invitees on those devices when viewing those service activities
  • This can lead to invitees getting removed from the service activity or becoming duplicated in CRM
• SDK OrganizationServiceContext fails to update a related record while in a create transaction
• Running a Report throws error:
  • [ArgumentException: Cannot load resource that matches "ReportViewer_Message_RenderInQuirksMode" identifier. Parameter name: name]
• Extra criteria is shown in User Interface after adding custom criteria to a view
• Audit setting is disabled when changing cascading behavior
• When selecting any entity in the document settings, the corresponding folder is not getting created in the Sharepoint location for an Opportunity record
• When a User does not have permission on a folder created by Dynamics CRM record, the user is redirected to the Parent SharePoint folder and he is able to see all folders that belongs to other Dynamics CRM entities on the SharePoint List Component
  • Access should be denied
• The AddCustomView method from SDK does not work on a multi-entity lookup as expected
• Organization Import takes considerable time to get to user Mapping Table with a database with over 100K CRM users
• CRM for Outlook Quick Find does not work correctly for custom entities
• Exports of fetch-based reports to Excel gave users to ability to include an unformatted column of data to allow for calculations in Excel
• Queue emails not being tracked in CRM via the e-mail router
• addCustomView method from SDK fails on multi-entity lookups
• A partial import is not reported as such, but instead has a misleading error:
  • “The record could not be updated because the original record no longer exists in Microsoft Dynamics CRM”
• Cannot change owner on create of Appointment
• If the number of notes on a record exceeds the records per page set in a user personal options, you will not be able to see the additional notes in the control
  • For example, if the records per page is set to 25, and you have 26 notes on the record, you will not be able to see the first note
• Solution import failing when overwriting components:
  • "A managed solution cannot overwrite an attribute component that has an unmanaged base instance…"
• An unexpected error occurs on data compare for contact ownerid's when importing data
• Edit Properties function in CRM does not check out the document if Required Checkout is ON
• Running a Report in Outlook Offline shows error:
  • ‘HTTP 404 not found’
• A form has multiple tabs which are initially hidden and then made visible programmatically
  • Once the tabs are made visible, the navigation bar containing the links to other related entities moves down and part of it gets off the screen, making the users unable to see or select some links
• Users may experience issues where shared personal views may not show up on entity grids if the views had been shared or unshared previously
• Recurring Meeting Requests in Outlook do not check for duplicates
• Activity Types change when importing Solutions
  • As a result, a view on the Activity entity that references the custom activity entity stops working
  • Warning message on the filter:
    • "This condition had one or more list values that no longer exist in the system"
• Any modification to the "Goals with Same Metrics and Time Period" View loses filter on Active records
• Users are unable to remove Deployment Administrators if the account exists in a separate domain
• The PostFollow (Follow) entity workflow cannot be triggered
• Forward mailbox rule deployment wizard fails to deploy rules when you have a split deployment for Exchange 2010 where your mailbox servers are not client access servers
• After exporting the results of a Quick Find search to Excel Pivot Table, the resulting file cannot be opened
  • The following error appears:
    • "[Microsoft][ODBC SQL Server Driver][SQL Server]The SELECT permission was denied on the object 'AccountBase', database '...._MSCRM', schema 'dbo'."
• When creating an activitymimeattachment using the REST endpoint and JavaScript when the Microsoft Dynamics CRM 2011 Client for Outlook is offline, the user will see an error:
  • "activitymimeattachment With Id = <GUID> Does Not Exist"
• When adding users to a dynamic list using manage members and having a related entity link in the advanced find query to find members, the query that we generate doesn't execute because of a duplicate table alias
• Error while saving the custom attribute of Recurring Appointment form when attribute type is option set
• Changes to forms may impact the visually impaired
  • For example, lighter colors and the absence of highlighting on items such as the SiteMap and Tab titles
• Horizontal scrollbar appears on mouse over the form sections navigation pane
• High CPU usage when multiple threads are accessing the IsDataConnectorInstalled dictionary
• Advanced Find date range with "last-x-fiscal-years" is wrong when exported to a Dynamic Worksheet
• CategoryComment test failed in file 'crm.application.resx' at resource with key 'Crm_Category_Label_Inactive': New resource string is missing the category comment
• The startup time for Outlook can be significantly impacted if the configured organization contains many customizations
• The variable sqlstr string should be wider than 256 characters
• Chart is not displayed when a subgrid is placed on the business unit entity
• CRM Client for Outlook error:
  • "Outlook's current state: Online - Outlook failed to transition to Offline state"
• Recurring Series Expansion job does not complete if Recurring Appointment owner is a team
• SendEmailSynchronously OrgDbOrgSetting set to 1 give duplicate error when forwarding tracked emails
• Untracking Service Appointments in Microsoft Dynamics CRM Client for Outlook causes synchronization errors
• Unable to navigate as Next Page arrow option is disabled in Service Calendar Frame
• Untracking an email you do not own results in the email being deleted from CRM
• Font with space is ignored in CRM reports
• N:N relationship records are not replicated offline
• Reports cannot be executed once the default filter has been changed
• Error when we click on ‘Click for More Appointments’ in CRM Outlook client Activities:
  • Unhandled Exception
• Campaign Activity Actual Start Date is not populated even after distribution of the activity
• Even though the print preview fits one page, a blank page 2 is printed
• The context sensitive ribbon is not displayed in the CRM Client for Outlook Client when a CRM 2011 client is connected to a CRM 2013 server
• Removing / adding any field to the form after enabling the option "Automatically expand to use available space" causes the sub grid to shrink or resize to much smaller in size
• Clicking the mail merge button in the Ribbon bar of the Advanced Find screen opened from the Contacts entity doesn't do anything
• Unable to delete the content in text fields using Back Space
• Quick campaigns are not working in the CRM Client for Outlook when the CRM UR11 Critical Update is installed
• Web Resource removed from form when backspace key hit in IE10
• Turkish patching fails with a SQL exception
• Exchange Sync: Appointment Broadcasting: Recurring Appointments: Past instances for the appointments are not getting reflected
• Script error occurs when clicking "Insert Template" during form load on an email activity:
  • <Message>'Mscrm.FormControlInputBehavior.GetBehavior(...)' is null or not an object</Message>
• Bulk Edit on Cases shows an incorrect dialog box
• Precision always changes to 2 for currency column in reports and when the report is exported to Excel
• Unresolved email not being added to multi-select dialog box
• The SharePoint List Web Parts will cause the Document Management functionality to consistently hang on the loading circles when configured on a SharePoint 2010 server
• CRM reports embedded in IFRAME objects (on forms / dashboards /etc...) no longer display correctly when using Internet Explorer 9 or Internet Explorer 10

 

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Support for new technologies provided by this Update Rollup

The Microsoft Dynamics CRM Engineering team consistently tests Microsoft Dynamics CRM 2013 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 2013 Update Rollups 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 2013 Update Rollup 2 (and therefore UR3 as well) provided support for:

• Microsoft Windows 8.1 and Internet Explorer 11 using the Microsoft Dynamics CRM 2013 web application and Microsoft Dynamics CRM for Tablets
• iOS 7 support with Safari on iPad using the Microsoft Dynamics CRM web application
• Support for Safari using the Microsoft Dynamics CRM web application and CRM for Tablets using the tablet app for iPad Air
• Microsoft Windows Server 2012 R2 for Microsoft Dynamics CRM Server

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Hotfixes and updates that you have to enable or configure manually

Occasionally, updates released via Update Rollups require manual configuration to enable them. Microsoft Dynamics CRM Update Rollups are always cumulative; for example, Update Rollup 3 contains all fixes previously released via Update Rollup 1 and 2 as well as fixes newly released via Update Rollup 3. So if you install Update Rollup 3 on a machine upon which you previously installed no Update Rollups, you will need to manually enable any desired fixes for Update Rollups 1-3, should any fixes require manual configuration:

• Update Rollup 1: no updates requiring manual configuration
• Update Rollup 2: no updates requiring manual configuration
• Update Rollup 3: no updates requiring manual configuration

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Mismatched Update Rollup versions within a Microsoft Dynamics CRM deployment

In a scenario where you may be running many client workstations with Microsoft Dynamics CRM 2013 for Microsoft Office Outlook, a common question is whether it is supported to run mismatched versions. For example, where Update Rollup 2 has been installed on the CRM Server but the Outlook clients are still on Update Rollup 1, or where Update Rollup 1 is on the CRM server but due to updates available to the Outlook client you have decided to install Update Rollup 2 on the clients without installing Update Rollup 1 on the server.

The general rule of thumb is to try to keep the versions in sync as much as possible, and deltas of more than one version between client and server are not supported.  So ideally, you would be running Update Rollup 2 (when it is released) on your CRM Servers with Update Rollup 1 or 2 on your Outlook clients. However, it is permissible (though not recommended as a long-term solution) to run mismatched Update Rollup versions on Outlook client and server, as Microsoft does do some testing of such combinations.

However, regarding the other Update Rollups (for example Update Rollups for the Microsoft Dynamics CRM 2013 Email Router or Microsoft Dynamics CRM 2013 SSRS Data Connector), it is not supported nor recommended to run mismatched versions. A best practice is to update these components at the same time you update your CRM Server.  Do the best you can to keep these Update Rollup versions in sync.

For more information, see the blog posting "User experience while accessing CRM 2011 application servers while Update Rollups are being applied", which still applies to Microsoft Dynamics CRM 2013

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Microsoft Dynamics CRM compatibility with technology stack components: Internet Explorer, Windows Client and Server, Office, .NET Framework, and more

The Microsoft Dynamics CRM Engineering team consistently tests Microsoft Dynamics CRM 2013 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 2013 Update Rollups 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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CRM2013UR3_PFEPodcast.mp3