Podcast and Overview: Update Rollup 4 for Microsoft Dynamics CRM 2013 Service Pack 1

We're proud to announce that all packages for Update Rollup 4 for Microsoft Dynamics CRM 2013 Service Pack 1 were released on Monday, February 22nd 2016 to the Microsoft Download Center!

The Update Rollup 4 packages for Service Pack 1 should appear on Microsoft Update in Q2, 2016.

Update Rollup 4 for Microsoft Dynamics CRM 2013 Service Pack 1 Build number: 6.1.4.0145

Update Rollup 4 for Service Pack 1 Microsoft Download Center page

Here's the "Master" Microsoft Dynamics Knowledge Base article for Update Rollup 4 for Service Pack 1: (KB 3122951).

Going forward, the plan is for the Master Knowledge Base articles for CRM 2013 and CRM 2015 Updates to be published a bit in advance of release to aid planning.

Podcast

During the week of March 7th, 2016 Greg Nichols and Ryan Anderson from the Microsoft CRM Premier Field Engineering Team will provide information about:

• The release of Update Rollup 4 for Service Pack 1 for Microsoft Dynamics CRM 2013
• New fixes made available In Update Rollup 4 for Service Pack 1 for Microsoft Dynamics CRM 2013

during their CRM 2013 Service Pack 1 Update Rollup 4 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.

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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 Updates, visit the "CRM Update Rollup and Service Pack Collateral Page"

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General Upgrade Rollup and Service Pack 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 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 Dynamics CRM Premier Field Engineering can help you with using the CRM Performance Toolkit with CRM 2013 or CRM 2015
    • 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 ("Out of Box") functionality or customizations done from within the UI

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Update Rollup 4 for Microsoft Dynamics CRM 2013 Service Pack 1 packages are available for download via:

• The Update Rollup 4 Microsoft Download Center page - released February 22nd, 2016
• The Microsoft Update Catalog - packages scheduled for release in Q2, 2016
• The Microsoft Update detection / installation process

to update the Dynamics CRM Product installations listed in this Microsoft Knowledge base article: Microsoft Dynamics CRM Installations, Updates and Documentation

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 Service Pack 1 Update Rollup 4 "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 and CRM 2015 Update Rollups and Service Packs

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Microsoft Dynamics CRM 2013 Update Rollup 4 for Service Pack 1 prerequisites:

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

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Issues resolved via Microsoft Dynamics CRM 2013 Update Rollup 4 for Service Pack 1:

Microsoft Dynamics CRM 2013 Update Rollup 4 for Service Pack 1 contains fixes for issues reported by customers or discovered via internal testing.

Fixes released via CRM 2013 Update Rollup 4 for Service Pack 1:

• An Invalid Parameter Error occurs in Dynamics CRM for Phones and Dynamics CRM for Tablets for sub-grid views with Related Entity columns
• "Duplicate Key" error in importing solution in upgraded organization
• Using Server Side Synchronization bulk Test and Enable for over 100 users Mailboxes fails with the error "EndGetResponse can only be called once for each asynchronous operation"
• The process of marking an activity as complete times out after the activity was created when accessing CRM via the outlook client using Claims Based Authentication
• Deleting Quote Products from the entity navigational area of a Quote form does not trigger recalculation of the price of the quote, so clicking Activate can lock in an incorrect price for the quote
• Subgrid view sorting arrow is not pointing in the correct direction
• The error, "dialogArguments is undefined" occurs when attempting to delete SharePoint Sites if the site has thousands of child Document Locations
• After applying Microsoft Dynamics CRM 2013 Service Pack 1 the SDK getSaveMode function is returning to the incorrect value when reactivating a record. Reference https://msdn.microsoft.com/en-us/library/gg509060.aspx
• After importing a Solution to an Organization with a custom Default View to an Entity that already has a Default View you will see 2 Default Views for the entity
• With Dynamics CRM Formats set to Czech you receive an error message when a Service Activity is scheduled: "The Specified date format is invalid or the date is out of valid range. Enter a valid date in the format: d/M/ yyyy"
• If you insert multiple email addresses that are separated by semicolons in the TO: line of a mail activity, the email addresses isn't resolved. Instead, you receive a notification: "We found more than one match."
• Throwing a Business Process Exception from a plugin will only respect one of the line breaks, not multiple, making formatting difficult
• There are three wrong translations in the notes section of the activity pane of German CRM 2013 that are misleading to the users: 1. "Insert note" which is translated to "Knoten eingeben" (translated back it comes out as "Insert knot" or "Insert node" as in "XML node"). Expected: "Notiz eingeben." 2. The "done" button is translated to "abgeschlossen" ("closed" in English). Expected: "Fertig." 3. The "Delete Note" button has the German translation of "Diese Rolle l'schen," which means "Delete this role." Expected: "Notiz L'schen."
• When a team-owned record is reassigned, the inherited shares to the owning team are revoked. This revocation doesn't occur when user owned records are assigned a new owner
• Creating large numbers of access teams and adding users to them asynchronously can cause slow performance
• When users use 'http://mycrm/myOrg/main.aspx?etn=accountandpagetype=entityrecord' to open a form to create a new account, and then save the new record and go to related activities, the header link to "Return to Form" returns an empty form to create a new record instead of the form that contains all the information of the record that was just created
• After you upgrade to CRM 2013 Service Pack 1 Update Rollup 1, you receive this error message when you run scheduled reports: "Details: Could not load file or assembly 'Microsoft.Crm.Reporting.RdlHelper, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35' or one of its dependencies. The located assembly's manifest definition does not match the assembly reference."
• UTC dates are treated as local when you update records via JavaScript REST
• Managed Business Process Flow solution cannot be removed after they are updated by using another solution
• When you select "Don't show me this again" on the navigation tour welcome screen and then you clear the cookies in the Internet browser, the navigation tour returns. An option to disable the navigation tour welcome screen was added to OrgDBOrgSettings
• The schedule conflict warning message was changed in CRM for Outlook
• In Dynamics CRM for Phones, and Dynamics CRM for Tablets an error occurs changing the sort order on a view that has two sort conditions
• Data slugs are deleted when saving a template
• Recently viewed items are not removed for deleted records when the record is deleted by another user
• If a field is created or updated on a custom entity in a version of CRM 2013 SP1 or greater it temporarily disables Entity Auditing
• You can't save a check condition or wait condition step if a lookup condition exists on the step
• Address information is removed in CRM for some contact records for users who use the CRM for Outlook Client
• Images are specified on custom Navigation links are visible in the form designer but are not displayed in the CRM form UI
• A recurring appointment in Outlook gets corrupted if the subject of the tracked recurring appointment is updated on the CRM server
• When you save a new case by using the SLA feature, you receive this error message:
• TimeTrackingCacheLoader Operation encountered some errors {0}, see log for more detail
• If a workflow is created for Appointment creation, and a reoccurring Appointment is synchronized from CRM for Outlook, a duplicate appointment (not another instance of the recurring appointment) gets created in Outlook
• A duplicate record error occurs when you save a custom entity
• Workflow Designer fields are reset to null after UR2 is installed for hidden custom fields
• You can't configure the CRM 2013 Client for Outlook. You receive this error message: "07:55:01| Error| Exception : |NativeError:621a HResult 80040e17 Message: File already exists. Try using a different database name. [ File name = \AppData\Local\Microsoft\MSCRM\Client\MetadataCache-487f5ce3-2487-4b3c-9fd0-cf4d35960949.sdf ]"
• Dates in the notes title get automatically parsed to UTC format causing confusion to users
• Error synchronizing appointments from Exchange to CRM if they are owned by a team
• Remaining terms of Entitlement modification, because of case closure doesn't get tracked in the auditing
• When adding Marketing Lists from a sub-grid on the Contact entity form in the Microsoft Dynamics CRM Client for Outlook, users get the following script error: "{CrmScriptErrorReport} {ReportVersion}1.0{/ReportVersion} {ScriptErrorDetails} {Message}Object expected{/Message} {Line}1{/Line}"
• Daylight Savings time corrected for Egypt
• When a customer creates an email activity or tracks an email message that contains HTML content, and that content includes STYLE elements to apply CSS to the HTML content of the email, the style information is inherited by the rest of the form in which the email body content is displayed. This can occur on the email activity forms, or when viewing the Activities tab on the Social Pane
• Custom Activity metadata error, 'sendermailboxid' field appears flagged as a custom field
• Yammer default Group ID is ignored on Entity pages
• Clicking "New+" button opens the previously created record form
• Clicking "New+" button causes command bar to disappear
• Solution Import with Custom Action fails. This indicates that the SdkMessageId does not exist
• Outlook crashes during CRM MAPI store when it queries CRM metadata
• Invalid Argument when you navigate to a view that has a related entity lookup
• After you install Update Rollup 3 for Service Pack 1, the form shifts to the right (to the right margin of the lookup list) when you click a lookup in a form if the UI is set to Hebrew
• IIS logs showing many HTTP 500 error messages because the MaxCachedCookies parameter is set to the maximum value of 1,000
• "Duplicate record" error occurs when you change a newly created record for an entity that has a "N:N" relationship
• Custom Fields are disabled in Firefox
• When you create a Case Creation Rule by using the Slovak MUI, you receive an "Input string was not in a correct format" error message
• Appointments that are tracked by delegates on a user's calendar do not synchronize to CRM
• Alert messages appear in the the user's Mailbox record if the e-message mail that is trying to synchronize does not have a Sender
• The error System.ArgumentException("An item with the same key has already been added.") occurs and causes Outlook to crash after opening the application
• When you update the database, a failure occurs stating: The correlation name 'IsMapiPrivatePLTable' is specified multiple times in a FROM clause
• Grid view is not working after using the back button, or navigation in Safari
• Outlook crashes after you navigate to a Dashboard in CRM for Outlook
• When attempting to assign a Rollup Query the error "An error has occurred. Please return to the home page and try again." occurs
• The sharing privilege "Opportunity Sales Process" does not get synchronized when going offline. This only happens when the Read privilege for the Process entity is not set to Org Level Access (Default)
• The header lines are no longer all on one line for view columns after you update to CRM 2013 SP1 UR3
• A report is not displayed in a non-default organization with the internal ADFS URL
• Access Denied Permissions dialog does not appear on Save in Chrome browser when you try to edit notes that are owned by another user
• Users cannot view asynchronous workflows for Quotes Orders and Invoices when they look for "background processes" in the navigation area of the record relationships
• If two or more entities have parental relationships with the same entity, deleting that parent record will cause a Foreign Key Constraint error in SQL Server
• SLA Timer on cases showing an incorrect time for a non-English locale setup
• Dynamic Marketing List members are no longer displayed after you modify the subgrid on the form
• When you add a phone call to an account from a subgrid on the Account form, the "call to" and "regarding objects" fields are not pre-populated
• The list of activities is not populated on the Social pane because of email activities that are incorrectly formatted as HTML
• The error "User Id invalid" occurs during a call to AddUserToRecordTeamRequest
• After you set Set Regarding to an Opportunity, and then you track the email message by using CRM for Outlook, the message is tracked, but the Set Regarding value is removed
• Graph does not appear correctly with Fiscal Period setting other than yyyy/01/01
• File names are truncated when downloading a file with a Japanese name from Annotation
• Inline dialog does not display correctly in CRM for Phones Express
• Running a workflow that was created to update the To, From, or Subject field results in the e-mail body getting removed
• Users have to select the lookup icon twice if the field being selected does not have focus
• The Due Date attribute in not available on the Add Phone Call Quick Form on the Social Pane in Microsoft Dynamics CRM
• When you configure a CRM for Outlook client on a Terminal Server, if there are other CRM for Outlook clients you may encounter performance issues when starting the configuration wizard
• An email activity including HTML Information can corrupt the entity form when selecting the "Activity Wall"
• Creating large numbers of Access Teams and adding users to them asynchronously can cause slow performance
• Xrm.Page.getAttribute("modifiedon").getValue() returns Invalid seconds data
• A display issue may occur when navigating between pages in the grid of a dashboard
• When making WCF requests using Claims Authentication, the performance of the CRM server is affected as only one or two threads are being processed at a time
• Insert Template does not apply the template to the record, and it needs to be selected a second time before being applied
• You can't open records from a grid after you navigate to a record and then return to the grid by using Safari for iOS
• The Pipeline Phase (stepname) field is blanked out when an Opportunity is reopened
• A data source that contains a comma and a port number causes the organization creation to fail. That is: SQL AlwaysOn
• Command bar is missing or not working when opening a chart and moving pages
• When running FetchXml based report with a linked entity, you may receive an rsProcessingAborted exception
• Two option field type causes an unexpected behavior when formatted to use the "check box" layout
• When using mail merge in CRM 2013 Service Pack 1 Update Rollup 3 attachments are stripped for subsequent recipients and a message is shown
• HTML codes appear in notes with special characters
• Opening a recurring Appointment that has been shared with you by another system administrator generates the following error: SecLib::AccessCheckEx failed
• An e-mail fails to promote due to a "Bad Conversation Index" error
• Messages that are relayed to Exchange and are processed with the forward mailbox will fail and be moved to the undeliverable folder if they are DKIM verified
• Email messages that contain ConversationIndex values that do not follow MAPI standards are not promoted in CRM 2013
• A JavaScript error occurs when displaying the print preview of a new record with subgrids
• Realtime workflows cannot change CustomerIdName
• Export to Excel does not align RTL in Hebrew UI
• Secured fields being shared with a team having read and write access do not display the value
• Messages that are relayed to Exchange, and are processed with the Forward Mailbox that are DKIM verified will fail and be moved to the undeliverable folder
• Deleting a Process from a Managed Solution Orphans the process labels, preventing you from installing the same solution again in the future
• Annotations are overwritten
• Unable to enter the Polish character "?" in the "To" field of an email message created in CRM
• Users belonging to more then 250 business units cannot load dashboards because of query performance
• DataExported to Excel cannot be re-imported if you have duplicate lookup values
• CheckPrivilege error when trying to activate a Business Process Flow
• Russian Time zone dates show incorrectly in filtered views
• During an Export to Excel, zero values for money, or decimal fields are not getting exported
• During an Export to Excel, the time segment is not displayed when exporting DateTime fields
• Duplicate attributemask values within the same entry cause an Unexpected Error when opening Audit History
• Daylight savings time corrected for Turkey
• Notes containing Japanese characters do not get decoded
• Email messages get stuck in the Outbox if a user has more than one email account configured in Outlook
• An error message occurs when an email message is saved and closed: "Unable to get property 'keydown' of undefined or null reference"
  

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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 2 will contain all fixes previously released via Update Rollup 1 as well as fixes newly released via Update Rollup 2. So if you install Update Rollup 2 on a machine upon which you previously installed no Update Rollups, you will need to manually enable any desired fixes for Update Rollups 1-2:

• Update Rollup 1: no updates requiring manual configuration
• Update Rollup 2: no updates requiring manual configuration
• Service Pack 1: no updates requiring manual configuration, but some new features need to be enabled by a CRM Server Administrator
  • Go to Settings > Administration and then click Install Product Updates
• Service Pack 1 Update Rollup 1: no updates requiring manual configuration
• Service Pack 1 Update Rollup 2: no updates requiring manual configuration
• Service Pack 1 Update Rollup 3: no updates requiring manual configuration
• Service Pack 1 Update Rollup 4: no updates requiring manual configuration

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

When appropriate, Microsoft will release enhancements via future Microsoft Dynamics CRM 2013 Update Rollups, Service Packs, or new major version releases to assure compatibility with future releases of these products. This compatibility matrix is updated via this Microsoft Knowledge Base article: Microsoft Dynamics CRM Compatibility List.

Greg Nichols

Senior Premier Field Engineer, Microsoft Dynamics CRM

Microsoft Corporation