Podcast and Overview: December 2016 Update for Dynamics 365 (aka Microsoft Dynamics CRM 2016 Update 2.0, Service Pack 2)

Related collateral you should know about:

• Microsoft Dynamics CRM / Dynamics 365 Updates: Release Dates, Build Numbers, and Collateral
• New features in Microsoft Dynamics CRM 365 Update 2.0
• What’s new for administrators and customizers in Microsoft Dynamics 365
• What’s new for developers: Microsoft Dynamics 365
• Important changes coming in future releases of Microsoft Dynamics 365 (developer focus, inc. deprecations)

We’re proud to announce that all packages for Microsoft Dynamics 365 Update 2.0 (December 2016 Update, aka Service Pack 2, codenamed Centaurus) were released December 16th, 2016 to the Microsoft Download Center and available for download! Appropriate 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 365 Update 2.0 Build number:

8.2.0.749

Microsoft Dynamics 365 Update 2.0 Microsoft Download Center page

Here’s the “Master” Microsoft Dynamics Knowledge Base article for Microsoft Dynamics 365 Update 2.0: (KB 3205084). 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

On Tuesday, January 31st 2017, Greg Nichols and Ryan Anderson from the Microsoft CRM Premier Field Engineering Team provided information about:

• The release of Microsoft Dynamics 360 Update 2.0
• New fixes made available in Microsoft Dynamics 360 Update 2.0
• New functionality made available in Microsoft Dynamics 360 Update 2.0

during their Microsoft Dynamics 360 Update 2.0 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.

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The “Microsoft Dynamics CRM / Dynamics 365 Updates: Release Dates, Build Numbers, and 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 “Microsoft Dynamics CRM / Dynamics 365 Updates: Release Dates, Build Numbers, and Collateral” page.

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Important note:

An updated Unified Service Desk for Microsoft Dynamics 365 (Build 2.2.0.755) has been released. See the following Microsoft Download Center webpage for download details:

Unified Service Desk for Microsoft Dynamics 365

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 above points 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

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Microsoft Dynamics 365 Update 2.0 packages are available for download via:

• The Microsoft Dynamics 365 Update 2.0 Microsoft Download Center page – released December 16th, 2016
• The Microsoft Update Catalog – to be released shortly
• The Microsoft Update detection / installation process
  • Note: Microsoft Dynamics CRM 2016 / Microsoft Dynamics 365 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 365 Update 2.0 “master” Microsoft Knowledge Base article

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)

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Microsoft Dynamics 365 Update 2.0 Prerequisites:

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

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Issues resolved via Microsoft Dynamics 365 Update 2.0:

Microsoft Dynamics 365 Update 2.0 contains fixes for issues reported by customers or discovered via internal testing.

Fixes released via Microsoft Dynamics 365 Update 2.0:

• Groups do not stay highlighted when selected
• Focus is lost in an Upload Data File while using the Import Wizard
• A failure occurs when using ribbon rules
• Unable to create a Lead with an Estimated Budget
• The CRM App for Outlook fails to load and a generic error occurs when missing System Application Metadata privileges
• The error Error installing sp with name=p_DeleteSingleAuditPartition Online index operations can only be performed in Enterprise edition of SQL Server occurs when installing Dynamics 365 on a SQL Standard installation
• An Out of Memory message stating Array dimensions exceeded supported range occurs on servers running the Asynchronous server role
• A Null Exception occurs when sending DataPublishing success complete messages in the DataPublisingEntityProcessor
• A 500 Internal Server error occurs when using an existing subscription on the Data Sync Framework
• Using Category Search, the + buttons to add new record no longer work
• Importing of a custom Solution with the default Activity Feed plugin included should not be allowed
• Configuration database access can result in an incorrectly initialized Sandbox Host Manager, which causes plugins to fail
• A Retrieve Multiple plugin can fail when run during a large Duplicate Detection Job
• Navpropname is not available during $expand after a Solution upgrade
• When using the Interactive Service Hub an error occurs when attempting to create a Contact from the Account Main Form
• Unable to see a custom Entity in the To Field multi party lookup in the Email Form
• Unable to create a new Main-Interactive Experience Form
• Learning Path sidebars do not pop open on every page load
• After creating Custom Controls, a user with a custom Security Role is no longer able to use the CRM for Mobile app
• The keyboard that appears on the device will cover the Lookup Field when the Lookup Field is selected while using the CRM for Mobile app on an iOS device
• A User’s Team is not being evaluated in a View query properly because the data does not show up in the Team View on CRM for Mobile app
• Performance issues occur when querying the Opportunity Product entity, which are caused by the Modified On Field
• Access Teams are no longer active on an entity after upgrading
• Dynamic Help added for Server Side Synchronization
• Mailbox for unlocked is enabled for all organizations
• Appointment Recipients do not receive invitations
• Asynchronous Service for Server Side Synchronization uses more threads than it should. This can cause performance issues
• When using Server Side Synchronization, Tasks will duplicate in CRM when a user is assigned the Sync to Outlook privilege through a Team rather than directly through their security role
• Asynchronous Service crashes if a Data column contains more than 100MB of uncompressed data
• If EWS (Exchange Web Service) throws ServiceResponseException, mailboxes will get stuck when using Appointment, Contact, and Task syncing with Server Side Sync
• Unified Service Desk displays a Security error and then closes
• Using the new Form Rendering Engine, Xrm.Page.ui.getFormType() is returning the wrong value for a Read Only Form
• When AutoSave is triggered while in email context, Editing is blocked
• Grid View check marks are not readable the by screen reader

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Support for new technologies provided by Microsoft Dynamics 365 Update 2.0:

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.

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
• Microsoft Dynamics CRM 2016 Update 1.0: Microsoft Dynamics CRM 2016 Update 1 contains updates that you must configure manually. These include Portal, Field Service, and Project Service, which each require the customer to install the solution from the Office 365 Portal. To receive the product updates, you must “opt in”. For more information on how to install product updates in Microsoft Dynamics CRM 2016 or Microsoft Dynamics CRM Online, see the following Microsoft TechNet topic: Install product updates
• Microsoft Dynamics 365 Update 2.0: Microsoft Dynamics 365 Update 2 contains updates that you must configure manually, as does Microsoft Dynamics CRM 2016 Update 1.0. These include Portal, Field Service, and Project Service, which each require the customer to install the solution from the Office 365 Portal. To receive the product updates, you must “opt in”. For more information on how to install product updates in Microsoft Dynamics 365 or Microsoft Dynamics CRM Online, see the following Microsoft TechNet topic: Install product updates

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Greg Nichols
Dynamics 365 Senior Premier Field Engineer
Microsoft Corporation