Podcast and Overview: Microsoft Dynamics CRM 2015 Update 0.3 (for CRM 2015 On-Premise)

We're proud to announce that packages for Microsoft Dynamics CRM 2015 Update 0.3 (Update Rollup 3) were released on August 14rh, 2017 to the Microsoft Download Center!

CRM 2015 Update 0.3 packages are released for:

• Microsoft Dynamics CRM 2015 Outlook Client
• Microsoft Dynamics CRM 2015 Server
• Microsoft Dynamics CRM 2015 E-mail Router
• Microsoft Dynamics CRM 2015 Language Pack (aka MUI; Multilanguage User Interface)
• Microsoft Dynamics CRM 2015 Reporting Extensions (aka SSRS Data Connector)

Microsoft Dynamics CRM 2015 Update 0.3 Build number:

7.0.3.109

Microsoft Dynamics CRM 2015 Update 0.3 Microsoft Download Center page

Here's the "Master" Microsoft Dynamics Knowledge Base article for Microsoft Dynamics CRM 2015 Update 0.3: (KB 4018584).

Podcast

Soon, Greg Nichols and Ryan Anderson from the Microsoft CRM Premier Field Engineering Team will provide information about:

• The release of Microsoft Dynamics CRM 2015 Update 0.3
• New fixes made available In Microsoft Dynamics CRM 2015 Update 0.3

during their Microsoft Dynamics CRM 2015 Update 0.3 Podcast

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

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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 2013 and 2015 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 2013 and CRM 2015! 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

Microsoft Dynamics CRM 2015 Update 0.3 packages are available for download via:

• The Microsoft Dynamics CRM 2015 Update 0.3 Microsoft Download Center page - released August 14th, 2017
• Note: 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 2015 Update 0.3 "master" Microsoft Knowledge Base article
• Please review the PFE blog posting "CRM 2011: Silently Installing Update Rollups" which provides details on installing CRM Outlook client Updates "silently" in order to limit end-user interruption, which also applies to CRM 2013 and CRM 2015 Updates, Update Rollups, and Service Packs

Microsoft Dynamics CRM 2015 Update 0.3 Prerequisites:

• Essentially the prerequisites listed in the Microsoft Dynamics CRM 2015 Implementation Guide TechNet content for the various CRM components serviced

Issues resolved via Microsoft Dynamics CRM 2015 Update 0.3:

Microsoft Dynamics CRM 2015 Update 0.3 contains fixes for issues reported by customers or discovered via internal testing:

• An "ISV code aborted the operation" error message occurs instead of an "InvalidPluginExecutionException"
• After refreshing a dynamic worksheet, the formatting will change for the "Currency" and "Date and Time" columns
• An error stating "Unable to get property 'get_dataTableBody'" occurs after creating a new Opportunity entity record from a sales dashboard
• Records with a custom N:1 Relationship to the Connections entity fail to merge
• The edit pane does not appear when selecting Edit next to a Product
• Additional white space appears when viewing the related contacts on an Account entity record
• When attempting to add another server to a CRM deployment, the error, "The product key is not compatible with the installed version of Microsoft Dynamics CRM" occurs
• After enabling Full Text Search, attribute metadata is unable to be modified in the Fulltext Index
• When writing an e-mail in CRM, the cursor will move when an autosave occurs
• The error "Bad Conversation Index" occurs when attempting to track an e-mail into CRM
• The error "The source data is not in the required format" occurs when importing a records with the date format that is different than the CRM organization
• ChangeCurrency function is not modifying the currency
• When attempting to move to the next stage of a business process flow, the error "You have to complete the required steps before you can advance" occurs after completing the required fields
• The error "EndGetResponse can only be called once for each asynchronous operation" occurs when performing Test and Enable as a bulk action
• A horizontal scroll bar in a large business process flow will not appear if the language is set to Arabic
• Campaign Responses are not appearing in the All Activities View on a Campaign
• Unable to delete an Opportunity entity record after adding a rollup field
• The error "The specified date format is invalid or the date is out of valid range" occurs when attempting to find available times for a schedule while using the Czech Republic format
• Unable to enter the Polish character set "S" into the “To:” field of an email created in CRM
• An error occurs when selecting the Help icon when mixed content is loaded
• The audience of a Yammer post is incorrect when making a post using CRM
• A Contact entity record created through server-side synchronization sets the last name to the e-mail address of the associated contact
• Reports do not display non-default organizations with internal ADFS URLs
• The error "Unexpected error. An error has occurred. Try this action again" occurs while maintaining the Sales Team in an Opportunity entity record
• Missing data from related records when exporting to Excel from Dynamics CRM for Outlook
• Opening a Product entity record from advanced find shows the Create Product window
• After saving a recurring appointment the error "Record Is Unavailable: The requested record was not found or you do not have sufficient permissions to view it" occurs
• Records are not created in the correct location of the SharePoint document library while using the SharePoint integration for the Opportunities and Quotes entities
• Special characters do not appear correctly after exporting to a dynamic pivot table in Excel
• Multiple windows are opened after selecting Advanced Find on a User record
• After updating an Opportunity entity record, it shows that it was modified by System instead of the user
• Exporting a dynamic worksheet of Marketing Members fails
• All addresses added under an Account entity record are not transferred to new master record after a merge occurs
• An error occurs opening Sales Literature if an attachment file is deleted
• An incorrect value is returned from "Xrm.Page.getAttribute("ownerid").getValue()" when using the Assign function
• The internet browser will experience a hang when attempting to delete a child entity with Behavior: Referential, Restrict Delete
• Additional servers are being discovered as CRM servers
• Under certain conditions, duplicate e-mails are sent from CRM when using server-side synchronization
• Column titles of custom views do not align to the view grid
• Data Import does not import all the associated fields into the corresponding entity records
• The deactivate dialog requires scrolling to choose status reasons when using non-default values
• E-mail Router fails to sync e-mails that are DKIM verified, and the error "Invalid mail. Expected header items not found - possibly draft item or other type of item forwarded to this mailbox " occurs
• Daylight savings time adjustment occurs on November 8th instead of October 25th for users in Turkey
• Duplicate attribute mask values within the same entry cause an error when opening Audit History
• Duplicate SLA item System Jobs are created when synchronous workflows are used
• Dynamic values appear disabled on Set Properties of a new workflow step
• The error message "Unable to get property 'handleEvent' of undefined or null reference" occurs when toggling between the saved views and the results buttons on an advanced find window
• The error "This field is mapped more than once. Remove any duplicate mappings, and then import this data map again" occurs when importing Subject entity data from Excel
• An error occurs when accessing the Associated Activities View in the Campaign Activity entity
• An error occurs in the Opportunity entity when using a custom view that contains the ampersand (&) character in the filter
• Exchange 2007 is listed in the E-mail Router when setting up the incoming profile even though Exchange 2007 is not supported
• The function GetSharedRecordIdsForFilteredView causes performance issues when generating a report
• The error "SYSTEM user account not found" occurs when attempting to track an e-mail into CRM using Dynamics CRM for Outlook
• Records do not appear in a custom sub-grid that is also using a custom N:N relationship
• Filtered views do not show the correct results while using a Russian time zone
• After placing multiple e-mail address separated with a semicolon in the “To:” line, the message "We found more than one match" occurs
• A solution import fails with the error "Processtrigger with id <GUID> does not exist"
• The error “Error. Action Failed" occurs when importing a Dynamics CRM 2013 organization database into a Dynamics CRM 2015 deployment
• An infinite update loop occurs when two users update the same Contact entity record at the same time when using server-side synchronization
• If a new Quick View form is created with a colon in the display name, it does not appear correctly in the forms list
• An invitee is unable to track an appointment from a user outside the CRM organization in Dynamics CRM for Outlook when using server-side synchronization
• IsEnabledForOutgoing, IsEnabledForIncoming, IsEnabledForACT do not reflect changes after being changed from server-side synchronization to another option
• The error "TimeTrackingCacheLoader Operation encountered some errors” occurs when saving a Case entity record if the regional settings are set to a non-english value
• The JAWS Screen Reader does not read grid names or column headers
• The lookup dialog shows all records despite being set to "Show Only My Records"
• Lookup shifts from focus while using the Hebrew user interface
• A manager cannot see the Order Product of users they are a manager of while using manager hierarchy
• Marketing Lists do not show members under certain conditions
• When saving an Opportunity entity record, the error "Missing prvReadConnection" occurs
• The Dynamics CRM for Mobile application does not adhere to role-based permissions in the RibbonDiffXML
• Clicking a Phone Number link opens a Quick Create form in the Dynamics CRM for Mobile application
• The “Month” labels on dashboards are incorrectly translated when using the French language pack
• Images on custom navigation links are not displayed in the navigation bar
• In Dynamics CRM for Outlook, the “New” button does not appear on a dashboard
• No user region is applied to the Bing map control in CRM
• Note records containing line breaks are changed every time the record is interacted with
• The error "If the Base and Extension tables are merged, this may exceed the architectural limits of Microsoft SQL Server, and the merge operation might fail” occurs during organization import
• Organization-level read access overrides hierarchy security settings
• Lookups do not work as intended after changing the OrgDBOrgSetting “SetRegardingLookupDefaultEntityType” from “Default” to “Contact”
• A SQL timeout error occurs when attempting to go offline using Dynamics CRM for Outlook
• p_CascadeCollect is recompiling for every call whenever a temp table in SQL is used
• The webpage does not render correctly if an e-mail with CSS in the body is included in the social pane
• Adding a new entry to the “To:” or “CC:” fields will remove previously added recipients
• Recipients in the “To:” or “CC:” fields will disappear when resolving an existing value
• Pipeline phase appears blank and the sales stage reverts to “Qualify” if an Opportunity entity record is reopened
• The process state is not updated when a managed solution is imported
• The arrangement of products changes after converting a Quote entity record to an Order entity record
• The alignment of the products sub-grid is incorrect on the Opportunity, Quote, and Invoice entity forms
• Duplicate detection rules do not trigger when qualifying a Lead entity record from an associated view
• A query builder error occurs in Advanced Find when using Related Entity Existing Product and the Name attribute
• Read-only lookup fields do not display all of the data if multiple rows are needed to display the values
• E-mails fail to synchronize to CRM due to the error "Bad Conversation Index"
• The error "The report cannot be displayed. (rsProcessingAborted)" occurs if a pre-filtered report runs for more than twenty seconds
• A script error stating "Unable to get property 'get_tagName' of undefined or null reference" occurs after exiting an IM Presence enabled view
• The “Sending Email” option for the Competitor entity does not remain checked after restoring or importing the database
• The service calendar is not updated when required attendees are removed from the Appointment entity record
• Using code with setVisible on a field causes a delay loading the associated forms
• If a solution contains a custom Activity entity record with a business process flow, the solution import will fail
• The “Stage” disappears on a business process flow under certain conditions
• Pressing the tab key does not move the cursor to the next field in the Article Template window
• Dashboard alignment does not appear the same as what was experienced in the preview window
• The application hangs after attempting to remove a member from a Marketing List that is locked
• The dashboard label provides the possibility to inject XSS vulnerabilities
• The Deletion Service does not delete subscriptions with a LastSyncStartedOn value of null
• The getDirection method in business process flows always returns “Next”
• The error "Record With Id = <GUID> does not exist" occurs after deleting multiple records in a row
• The OrgDBOrgSettings editor does not allow the parameter change for "DisableClientUpdateNotification"
• A script error occurs when attempting to add a marketing list to a Contact entity form sub-grid in Dynamics CRM for Outlook
• Unable to highlight or copy text from a form while using Internet Explorer 11 or Microsoft Edge
• Unable to filter a view on an OptionSet field if the field is also used in the definition of the view
• Errors generated from custom plugins are not formatted correctly
• Unable to navigate to an Activity entity record from a view by single clicking the record
• Unable to view notes fields after updating to Mozilla Firefox version 49.0.1
• Currency-calculated fields have a limit of five instead of ten when using the report wizard
• Selecting "E-mail Article" does not populate the article in the body of the e-mail in CRM
• When an e-mail address is removed from a Contact entity record in CRM and then synchronized using server-side synchronization, the change is not reflected in Exchange
• When e-mails are promoted in Dynamics CRM for Outlook the progress dialogs "Contacting CRM" and "Wrapping Up" appear
• Performing an Excel export on Activity entity records will return all active Activity records of the organization
• Stage navigation does not work on a business process flow after a plugin encounters the dialog "You cannot go back"
• Reports wizard fails when adding more than 21 columns
• Exported pivot tables to not honor regional replacements for the decimal character
• Synchronized appointments display a reminder regardless of reminder options set in Outlook
• MonitoringAgentService crashes when there are two organizations with the same SQLServerName but with different casing
• Height of iFrame windows are unaffected by the "Automatically expand to use available space" option
• Contacts with deleted e-mail addresses do not synchronize to CRM using server-side synchronization
• Asynchronous operations get stuck in a "In Progress" or "Cancelling" state
• SQL errors occur when pulling audit logs when the audit tables contain a significant amount of data
• Reports run slowly due to SQL choosing inefficient query plans
• Removing the command and navigation bars in CRM does not disable the buttons from being used
• Mailboxes fail to process and become locked using server-side synchronization
• Server-side synchronization disables the mailbox if the user record is inactive
• Connections fail during .NET webservice calls
• Sandbox copies fail if there is a calculated field in the Business Unit entity
• When setting Turkish as your current time zone, daylight savings time adjustments will apply even though it they are not observed
• Duplicate appointments, contacts and tasks occur when using server-side synchronization
• Editing filter criteria will uncheck previously selected options in "Add Find Columns"
• Service Level Agreements show the incorrect time remaining when daylight savings time adjustments occur
• The duplicate detection window does not display unless there is a scheduling conflict

Full Text indexing now provided for CRM On-premise customers with Update 0.1 and later!

By default, Microsoft Dynamics CRM 2015 with Update 0.1 installed uses the same search functionality that was available in previous releases, which is based mostly on string matches. Now, with CRM 2015 Update 0.1 or later, CRM system administrators have the option to use full-text indexing for Quick Find.

We recommend that you consider enabling full-text indexing for Quick Find because it can provide a better search experience by improving query performance. Full-text search also uses more sophisticated indexing methods that includes support for linguistic-based searches and superior relevance ranking. While the previous search method (standard indexing) returns results based on literal matches, full-text indexing returns linguistic-based matches. For example, the term "service" can return similar words like servicing and serviced.

Note to CRM Administrators: When you enable full-text indexing for a database with a large number of columns, the size of the transaction log of the organization database may increase. So as always when configuring Quick Find, consider the implications by reviewing the full TechNet documentation for this feature addition: Configure Quick Find options for the organization

Support for new technologies provided by CRM 2015 Updates:

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 CRM Compatibility List.

Microsoft Dynamics CRM 2015 Update 0.1 provides support for:

• Google Chrome v37 and later

Microsoft Dynamics CRM 2015 Update 0.2 provides support for:

• Windows 10
• Microsoft Edge Browser
• Android 5.0
• .NET Framework 4.6

Microsoft Dynamics CRM 2015 Update 0.3 provides no new technologies support

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 2015 Update 0.1: no updates requiring manual configuration
• Microsoft Dynamics CRM 2015 Update 0.2: no updates requiring manual configuration
• Microsoft Dynamics CRM 2015 Update 0.3: no updates requiring manual configuration

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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 2015 Update Rollups 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 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
Dynamics CRM Senior Premier Field Engineer
Microsoft Corporation