Podcast and Overview: Microsoft Dynamics CRM 2016 Update 0.1

Contents:

• Podcast
• CRM Update Collateral Page
• Update 0.1 packages available for download
• Update prerequisites
• Functionality and Performance issues resolved by this Update

We're proud to announce that all packages for Microsoft Dynamics CRM 2016 Update 0.1 (Update Rollup 1) were released February 21st, 2016 to the Microsoft Download Center!  These packages will appear on Microsoft Update shortly .

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 2016 Update 0.1 Build number:

8.0.1.79

Microsoft Dynamics CRM 2016 Update 0.1 Microsoft Download Center page

Here's the "Master" Microsoft Dynamics Knowledge Base article for Microsoft Dynamics CRM 2016 Update 0.1: (KB 3133963). 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

During the week of Mar. 1st, 2016, Greg Nichols and Ryan Anderson from the Microsoft CRM Premier Field Engineering Team will provide information about:

• The release of Microsoft Dynamics CRM 2016 Update 0.1
• New fixes made available in Microsoft Dynamics CRM 2016 Update 0.1

during their Microsoft Dynamics CRM 2016 Update 0.1 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.  To download the podcast audio file, right-click here, and choose to save the link location or file locally.

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 Updates, 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 for Microsoft Dynamics CRM (Build 2.0.1.426) has been released. See the following Microsoft Download Center webpage for download details:

Unified Service Desk for Microsoft Dynamics CRM

General Upgrade Rollup and Service Pack Notes:

• Testing CRM Update Rollups: Best Practices
  • Microsoft Dynamics CRM Premier Field Engineering recommends doing all the standard testing you generally do for all Updates, which could be the functional and performance testing that you would do with a new major release or a subset of that test plan
  • The “general rule of thumb” for test plans for Update Rollup installs are:
    • Test any changes in a pre-production environment BEFORE introducing into your production environment. Manage your risk!
    • Consider using the Performance Toolkit for Microsoft Dynamics CRM to simulate your production user load in your testing environment to shake out any performance-related issues early. The link point to a recently-released version of the Toolkit reworked to support CRM 2016!  Talk to your TAM (Technical Account Manager) if you want Premier Field Engineering to help your team install and configure it!
    • Test using the permissions your most restrictive end-user roles have. Testing with CRM Administrator permissions, for example, does not give you the complete picture
    • Concentrate on your SDK customizations, JavaScript, ISV add-ons – basically anything that’s not OOB functionality or customizations done from within the UI

Go to Top

Microsoft Dynamics CRM 2016 Update 0.1 packages are available for download via: 

• The Microsoft Dynamics CRM 2016 Update 0.1 Microsoft Download Center page - released February 21st, 2016
• The Microsoft Update Catalog - to be released shortly
• The Microsoft Update detection / installation process
  • Note: Microsoft Dynamics CRM 2016 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 2016 Update 0.1 "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 2015 Updates for these CRM components:

Microsoft Dynamics CRM Server 2016

Microsoft Dynamics CRM 2016 for Microsoft Office Outlook (Outlook Client)

Microsoft Dynamics CRM 2016 Email Router

Microsoft Dynamics CRM 2016 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 2016 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 2016 Language Packs (aka Multi-Language User Interface / MUI)

Microsoft Dynamics CRM 2016 Report Authoring Extension (with SQL Server Data Tools support)

Microsoft Dynamics CRM 2016 List Component for Microsoft SharePoint Server 2010 and Microsoft SharePoint Server 2013 (for multiple browsers)

Go to Top

Microsoft Dynamics CRM 2016 Update 0.1 Prerequisites:

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

Go to Top

Issues resolved via Microsoft Dynamics CRM 2016 Update 0.1: 

Microsoft Dynamics CRM 2016 Update 0.1 contains fixes for issues reported by customers or discovered via internal testing.

Fixes released via Microsoft Dynamics CRM 2016 Update 0.1:

• Creating a new Knowledge Article record doesn't respect changes made to Auto Numbering configuration
• Importing new Knowledge Article translation using Import Data Wizard reports failure within Data Import job
• Applying an Email Template shows an error and the Template is not applied when unresolved email address is given in the "TO" field of an Email Entity IC Form
• Lookup on "TO" field of the Email Entity IC Form doesn't show the "..." and cross symbol for recipients with long Full Name
• Clicking "Discard Changes" while navigating away from Email Entity IC Form blanks out Owner Field and doesn't navigate back to Entity Grid
• Forwarding an email with attachment from Email Entity IC Form doesn't show the Attachments
• Adding existing Process to a Dynamics CRM 2016 solution fails with error message
• OrderOption and SetReportRelated SDK message take collection of integers as parameter fails with internal server error
• Switching Browser zoom levels results in improper rendering of multiple pie charts in Interactive Service Hub
• In the Interactive Service Hub, the Edit properties (ellipses) button on an Interactive Dashboard Stream is misaligned
• In the Interactive Service Hub, the Global Filter doesn't show the selected values for Lookup Filter
• New button is available under Solution Components -> Dashboards even when User does not have Create Privilege on System Form
• In the Interactive Service Hub, the records shown in Dashboard Streams for Entity Dashboard are not in sync with Records shown on Entity Grid
• In Interactive Dashboards, the on hover tool tip covers the clickable area of the Column Chart bars, not leaving space to click the bar for filtering
• In the Interactive Service Hub, deactivating a record from IC Form doesn't refresh the Command bar to show the actions available for a deactivated record
• In the Interactive Service Hub, clicking the MRU icon doesn't show recently used Views
• Resolving or Reactivating a case from IC Case Form doesn't refresh the Remaining Terms value in the Entitlement Sub-grid
• In the Interactive Service Hub, the Activity Status is not auto locked in the Activities IC Form after creating a new Activity
• In the Interactive Service Hub, the "Quick Action To Case" from Timeline throws script error for a custom Activity
• Corrected spacing in Timeline when using Unified Service Desk
• Removed additional white space in the reference panel for Unified Service Desk
• In a Lookup you are unable to select multiple records for Add Existing when using Unified Service Desk
• When accessing a record from a View from Unified Service Desk, the Previous and Next buttons are not displaying based on the view
• When using Firefox, a Quick Create is not possible for an Entity Record when the record values match a duplicate detection rule condition
• When accessing a form containing an Entitlement sub-grid, the error "Restart App error message shown for Entitlements sub-grid when contact or account has no entitlements associated" occurs using Unified Service Desk
• When using Unified Service Desk, if a View of a Queue has more then 10 records, the additional records are not present
• Sorting is not working properly when sorting alphabetically on a view using the Unified Service Desk
• Start Time and End Time are not pre-populated when a new Appointment is created using Unified Service Desk
• After removing Read Access for an entity, the user does not encounter an error when navigating to the entity records
• After saving a newly created Appointment, the Status Field is not locked
• Record Navigation in IC forms is not functioning after selecting previous or next
• After selecting a date from the date picker, the date picker remains when using Unified Service Desk
• The Interaction Wall will now show a message when no matching records are found
• Creating a related activity from IC wall doesn't map all the data from the parent record to the activity
• Multiline fields are aligned differently than other fields
• Field Label and Value spacing was corrected
• Sub-grid styling is not proper in Lookup More Records dialog in the Owner Field
• Replaced .Net Data Contract Json serializer with Newtonsoft JsonSerialzer for complex types
• Web resources in a collapsed tab loads when opening a CRM Form
• The checkbox does not remain checked after selecting the Change Tracking checkbox in the Position entity, and saving
• An error occurs when attempting to delete a potential duplicate from the Duplicate Detection dialog
• Unable to convert Activity to Opportunity with Quick Campaign in Regarding field
• After creating a new Business Process Flow and saving, when opening the form a second time, the word "instellen op" is displaying for all languages in the Action Field
• The Business Process Flow is not displayed for the Accounts which are created through the SDK process (Dialog)
• In Chrome or Safari, the Business Process Flow textbox Steps value does not have proper styling
• Prevent grids from refreshing when loading an Opportunity Form with a Product Suggestion flyout when FCB is off
• Download CRM for Outlook button does not initiate the download in the Apps for Dynamics CRM page
• CRM app for Outlook encounters the error "You can't view this type of record on your device. Contact your system administrator" in Windows 8.1 Phone
• Mailbox getting reset to Not Run after adding the CRM App for Outlook
• CRM app for Outlook redirects to an authentication page that is blank in Internet Explorer 11
• Included OwningBusinessUnit in the indexes for OwnerId
• Indexes were created on entity tables for ModifiedOn to optimize deletions
• Office Graphs are now disabled using SharePoint Server Based Integration from CRM Online to SharePoint On Premises
• Corrected label wrapping on Pie Charts
• Quick create for Appointment activities are not working
• No Data is shown in dashboard for Entity "QueueItemDetails" when FilterBy is selected as "Entered Queue"
• The custom field is not displaying properly in a custom entity, and the tool tip is not displaying completely when using Firefox
• The Status Reason does not appear correctly for a new record when using a custom Status Reason, and setting it as default
• Recent Cases sub-grid is displaying blank initially until the grid is refreshed
• Reference panel disappears when hovering on General and Timeline section of the Contact Form using Chrome
• When attempting to open a deleted task, the error "The record is unavailable" occurs, and after selecting Ok, a customized event error occurs
• All records for custom queue are not showing up in stream of dashboard when using Unified Service Desk
• When using the Microsoft Dynamics CRM app, the Notes content is not shown upon clicking "Edit Note"
• Corrected performance issue when selecting the Lookup for Set Regarding using Unified Service Desk
• Delete icon is displaying in the middle of the row when the column is resized in the Recent Cases grid when using Unified Service Desk
• Lookup More Records "Add" command is failing when attempting to add a relationship for a child Case
• In Unified Service Desk, the tooltip is missing for Case Title in Tile View of Tier-1 dashboard
• The dashboard is refreshed with stale data on deactivating/activating the Account on Active Account stream in dashboard using Unified Service Desk
• The My Active Cases stream count of cases does not change after deleting a Case from the dashboard using Unified Service Desk
• When navigating to Queues in Unified Service Desk, a Query Builder Error occurs
• Date Time Charts showing X-axis labels for periods that do not fall within the selected date range
• When viewing Charts in the Unified Service Desk, there is a visual defect in the Legend Navigator of the Pie Chart with the Up and Down arrows
• Resolve by is not rendering properly after expanding all nodes of the dashboard global filter using Unified Service Desk
• Routing rule to route to the queue is being applied to cases after selecting Save, or Save and Close
• Date and Time filter will now show Field name
• Interactive experience related metadata should be moved on the Entity Customization UI page
• Performance issues upon selecting next stage of a Business Process using Unified Service Desk
• If the location of C360 quick view form is changed on the screen it starts displaying, it will display like a normal quick view form rather than showing a C360 UI
• Searching for related articles shows search control on top of label as opposed to below
• Unable to clear out the Subject Field in the Business Process Flow and Summary section using clear button(x) in the Subject Field
• X axis values not displayed for Line Charts
• The horizontal scrollbar is visible, but the vertical scrollbar is hidden on the Tier 2 dashboard using the Edge browser
• Convert to Case does nothing when Single Activity is selected from the Activity Grid, and "To case" is selected using the Unified Service Desk
• In Unified Service Desk, an error in a Business Process Flow shows up at the bottom of Stage or Step area requiring scrolling
• Business Process Flows on Knowledge Management Forms do not span the entire width of the Form
• Whitespace on the lookup value does not trigger editing experience
• Child Cases sub-grid does not appear correct on a child Case Form
• The UI becomes unusable after disconnecting and reconnecting to the network using Unified Service Desk
• Under Account or Contact, when selecting any page view, the entire Search control shifts using Unified Service Desk
• A tag or column will not appear correctly on Tier 1 or Tier 2 dashboard when top X items rule is applied on the Chart using Unified Service Desk
• Convert rules do not work for any Activity other than Email
• An error is thrown while scheduling a Service Activity and the Service Name is also getting changed while using Firefox
• No action occurs when selecting + in the sub-grid for Quote Product on the Quote Form
• When adding a record to the Competitor sub-grid, the error "More than one element was found with tagName = TBODY" occurs
• Duration control is not auto-mapping Activity into a case
• Unchecking of "All Entities" in the Activity Feed filer for the first time is not working. When an activity tab is clicked twice, all activities in the social pane are becoming invisible and not displaying in the pane, even though "All Entities" checkbox is checked
• Unable to edit the recurrence pattern of a CRM recurring appointment, as the "set recurrence" page is not loading
• Within the notes section on Marketing Lists, the "attach" and "done" buttons are not visible or viewable
• A filter created on a custom activity in the Activity Filter is not being saved
• Date Picker is not visible in Quick Create Form
• Text in the welcome screen is not localized for Serbian Cyrillic
• Upgrade to CRM 2016 failed with "Object reference not set an instance of object"
• Time is not being displayed properly in a Type: "Date and Time" field
• Cannot import component Entity: "The publisher of the solution that is being imported does not match the publisher of the solution that installed this component"
• WebApi OData V4 Endpoint - RetrieveMultiple of 10000 Activities is timing out
• Disaster Recovery URL's generate errors from Web API
• Cannot create related records for self-referential relationship using Deep Insert
• FetchXml with an inner join returns null values from a joined entity
• For single valued navigation property name, the navigation property is not being returned on $expand (if it is null)
• Performance improved by optimizing the functions, as we are not caching the SelectExpandNode for saved query and Fetch XML retrieve scenarios
• The Upgrade Action for UpdateDateTimeAttributes does not run correctly in CRM 2016 when you upgrade from CRM 2015
• Import and Upgrade of CRM 2015 database hangs during prerequisite checks of Deployment Manager
• Search records MetricType view column is displaying "True" or "False" when it should display with amount
• Invoking search status API URL in browser is returning error "Cannot deserialize the current JSON object"
• IsRetrievable property not reflected properly after deployment. Should set the default value to IsRetrievable = 0, but instead it was set to 1
• MetadataXmlValidator does not thrown exception if an attribute cannot be retrieavble or searchable and is currently marked true in xml
• Fixed spacing between paragraphs on the first run experience to be equal and consistent in SharePoint integration
• When setting up Server-Based SharePoint integration and selecting the location dropdown, there is only one location to select rather than automatically selecting the location by default
• On Opportunity Product, the override price keeps reverting back to the default amount rather than setting to the modified price
• The auto created activity for "Quote won" on related opportunity activity wall shows as "Quote won ({0}) - {1}"
• Receiving script error when opening email records while using the Dynamics CRM Application
• New Active Directory Authentication Library is not referenced correctly
• Creating a user in a time zone that uses Daylight Saving Time is not adding the day light savings offset
• Signing in with a user with no roles, navigating backwards and then signing in with a valid user, the system hangs on the user education page
• The Windows 10 application fails application validation with the error: "Restricted namespace found"
• Unable to find the Draft Records in Draft View when the records are created offline]
• Android will not connect to servers using GeoTrust SSL certificates
• The "Add New Activity" and "Add Existing Activity" buttons are not displayed for Calendar view
• Relationship Tile area disappears upon refreshing a form on any record
• The "+" symbol beside a simple list on a record disappears once a user kills and reopens the app
• The "and" text does not appear localized in Families and Products page under Product Catalog
• Opportunity close activity shows up as an activity but no details are visible
• Unified Service Desk 2.0: Invoking a DoSearch Action Call to perform a search is resulting in $Return Replacement Parameter not being updated
• Slow performing query on Case research control in Incident Form as the number of resolved cases increases resulted in adding index on incident0".ModifiedOn desc to improve performance
• Outlook Ribbon Locks and Hangs, and the ribbon isn't updated when a folder switch navigation fails
• Text is truncated in the dialog of Add Contacts to CRM in Outlook
• Unified Service Desk daily automation is failing in main branch as the Microsoft.Xrm.Tooling.CrmConnector.Powershell.dll is upgraded to Dynamics CRM 2016 version because the XRM SDK .dlls still reference the Dynamics CRM 2015 Update 1 version
• Service Calendar error when changing the view to "team members"
• Export to Excel button in Marketing List, Associated grid of Campaign ,and Campaign Activity is throwing an error
• Issue with document location when mapped with existing document location prefix
• Dynamics CRM 2016 Upgrade failed with error message: "Value cannot be null. Parameter name: path"
• A Query Build Error occurs when using a filter based on Cross Entity Attribute Charts on the Dynamics CRM App
• Added Timezone for North Korea
• Exporting the default solution will include unmodified sub components
• Filtered view hierarchical security should be defined at customization time
• An error occurs when attempting to export an Unmanaged Solution
• Scroll bar is displayed for empty Social Pane
• Text is shown in a single line for the Description field in Close as won, or lost dialog
• Violation of PRIMARY KEY constraint error on temp table 'dbo.#SyncEntryIds'
• Feedback attribute creation fails if survey has more than 40 questions
• The value in response conversion in survey response to feedback section is not retaining to any value except surveys and sub-surveys
• Error on saving Forms with Currency fields that are empty
• File open error for Excel Template Case Summary.xlsx
• Unable to add a condition for a Response Mapping under a survey
• WorkflowWaitsubscription blocking due to select count(*)
• When long text is given in Description field in Close as won/lost dialog, the text is shown in a single line in non-English organizations
• Actions are not reflected in the Dynamics CRM App as per the created Business Rules in web client
• Opening a non primary Record from Entity Grid throws Record Not Available Error
• Grid actions are not loading in Documents grid
• A script error occurs due to an unsaved Note on a Form
• Unable to close Date / Time selector in Entity Form and Field remains in edit mode
• Field permissions are not applied in the Dynamics CRM app for the Phone Field
• After performing a publish on a custom Entity (not publish all), DataSet Custom Control configurations are lost for other custom entities after metadata sync
• Image web resources included in by default collapsed tab are not displayed when tab is expanded
• Record Navigation is not shown when the Queue item is opened by double clicking
• OnReadyState event not fired as expected for iFrame control
• View name is not displayed for a simple list on a dashboard which is configured as a Calendar control
• Unable to attach a file in Notes when using the Dynamics CRM app on Windows Phone 10
• Able to add more charts than specified in layout for single/multi stream dashboard
• Labels are missing for Dataset Custom Controls in Dashboards
• Solution cache corruption causes login to fail when YammerEnabledActivityFeeds Solution installed
• When opening a URL the capitalization in the URL is converted to lower case
• Default solution import fails on missing SecurityRole ID
• "Created on Date" is now a string that can be more easily differentiated from "Created On"
• Outlook Client Performance Issue over Latent Networks with Expect100Continue
• Adding an existing process to a Solution created in Dynamics CRM 2016 fails with error
• Add Required Components for a Solution does not add required Child Reports
• Auto-create doesn't work for Office Groups if the group wasn't created in Office
• Queued items are not showing up Service -> queues grid
• Update fails with error "Violation of UNIQUE KEY constraint 'UQ_LocalizedLabelCheck'. Cannot insert duplicate key in object 'MetadataSchema.LocalizedLabel'. The duplicate key value is (2ec08938-4992-4404-8190-6ce561573735, description, 1041, Jan 1 1900 12"
• Any Plugin or Workflow activity that includes the line System.Diagnostics.Trace.WriteLine throws a Security Exception
• Internet Explorer throws a security certificate alert when the Dynamics CRM application loads
• Process flyouts are not displaying correctly under a particular stage of business process flow in cases
• Getting error messages for Social sharing in survey runtime
• For Queue items, release action does not change the worked by field, even after pressing grid refresh button
• Pagination is not showing the correct amount of records for each page
• Xrm.Tooling doesn't work in Azure Apps
• The clear filter is not working when four filters are appiled on Visual filters for Activity Dashboard
•  After upgrade, the out of the box Knowledge Manager Role is unmanaged
•  With the iPad Pro, Horizontal Scrolling will sometimes not function correctly
•  A solution that contains a reference to the newly introduced TimeLine control cannot be imported into a CRM 2016 Server
•  A user is unable to proceed further when using captcha = yes and the response required for the question = yes when the user entered only captcha and clicked on Next
• The activities view label is misplaced and the search result values are overlapped by the grid header in the Edge browser when a subgrid is inserted in an IC form
• Text wrap breaks words at disallowed break points and not in between words
• The ToolTip of Translations and prepare client customization is not localized
• An item without a Label value causes the next item to be rendered with a horizontal displacement (indented) from other items
• The year in the About page is displayed incorrectly 

Go to Top

Support for new technologies provided by CRM 2016 Update 0.1:

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 2016 CRM Compatibility List.

Microsoft Dynamics CRM 2016 Update 0.1 provides no new support for technologies, though CRM 2016 RTM does.  Consult the Microsoft Dynamics 2016 CRM Compatibility List to identify newly-supported technologies.

Hotfixes and updates that you have to enable or configure manually

Occasionally, updates released via Microsoft Dynamics CRM Updates require manual configuration to enable them. Microsoft Dynamics CRM Updates are always cumulative; for example, Update 0.2 will contain all fixes previously released via Update 0.1 as well as fixes newly released via Update 0.2. So if you install Update 0.2 on a machine upon which you previously installed no Updates, you will need to manually enable any desired fixes for Update Rollups 0.1 - 0.2:

• Microsoft Dynamics CRM 2016 Update 0.1: no updates requiring manual configuration 

Go to Top

Greg Nichols
Dynamics CRM Senior Premier Field Engineer
Microsoft Corporation