Dynamics CRM in the Field

Information from the Microsoft Dynamics CRM PFE team working in the field

Podcast and Overview: Microsoft Dynamics CRM 2011 Update Rollup 4

Podcast and Overview: Microsoft Dynamics CRM 2011 Update Rollup 4

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We're proud to announce that Microsoft Dynamics CRM 2011 Update Rollup 4 released Thursday Sept. 22nd,2011! 

On Friday Sept. 23rd, 2011 at 9 AM Pacific Daylight Time, Greg Nichols and Mike Gast from the Microsoft Premier Field Engineering team provided information about the recent release of Update Rollup 4 for Microsoft Dynamics CRM 2011. They also briefly discussed the late-August release of Update Rollup 19 for Microsoft Dynamics CRM 4.0 during their:

Microsoft Dynamics CRM 2011 Update Rollup 4 Podcast

Related links you should know about: 

Update Rollup 4 Build number:
5.0.9688.1450

Note: Update Rollup 4 cannot be removed. Specific database updates are applied during Update Rollup 4 installation that will not let you uninstall Update Rollup 4. You should back up your databases and application servers before you install this update.

Packages are available for download via: 

  • The Update Rollup 4 Microsoft Download Center page (on Sept. 22nd, 2011)
  • The Microsoft Update Catalog (on Oct. 11th, 2011)
  • The Microsoft Update detection / installation process (on Oct. 11th, 2011)
    • Note: Microsoft Dynamics CRM 2011 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 4 "master" Microsoft Knowledge Base article
    • Please review my teammate Shawn Dieken's superb blog posting "How to install Microsoft Dynamics CRM 2011 without an Internet Connection" which provides details on how to set up an install on a machine without access to the Internet
    • Please review my teammate Jon Strand's equally superb blog posting "CRM 2011: Silently Installing Update Rollups" whick provides details on installing CRM Outlook client update rollups "silently" in order to limit end-user interruption

for these CRM components:

 Microsoft Dynamics CRM 2011 Update Rollup 4 Prerequisites:

  • Essentially the prerequisites listed in the Microsoft Dynamics CRM 2011 Implementation Guide download or online versions for the various CRM components serviced
  • You must have Microsoft Dynamics CRM 2011 build 5.0.9688.583 (RTM, aka Release-To-Market) installed. Update Rollup 3 is neither compatible with nor supported on pre-release builds of Microsoft Dynamics CRM - for example, the Beta and RC (Release Candidate) builds

Issues resolved via Microsoft Dynamics CRM 2011 Update Rollups: 

Microsoft Dynamics CRM 2011 Update Rollup 4 is the fourth 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 2011 Update Rollups.  As they are cumulative, Update Rollup 4 will contain all fixes shipped via Update Rollups 1-4. 

Hotfixes and updates that were released as individual fixes

The following issues were fixed and delivered to requesting customers prior to Update Rollup 4 release as Critical On Demand (COD) fixes:

  • Assume that you populate the Microsoft Dynamics CRM server that has many contacts. If you configure the Microsoft Dynamics CRM client address book provider (ABP) to synchronize all contacts, Microsoft Office Outlook stops responding sometimes
  • When you go offline or go online in Microsoft Dynamics CRM 2011, you experience slow performance
  • When the NetBIOS name of the domain contains a period (.), the Microsoft Dynamics CRM 2011 installation fails
  • Assume that you are connected to the Microsoft Dynamics CRM server by using a Wide Area Network (WAN) or a virtual private network (VPN). When you save an appointment in Microsoft Office Outlook, you experience slow performance
  • You cannot use a certificate that has a name greater than 128 characters in the Claims Authentication wizard in Microsoft Dynamics CRM 2011
  • When you upgrade an organization from Microsoft Dynamics CRM 4.0 Power of Choice (PoC) migrations to Microsoft Dynamics CRM 2011, you receive an error message that states the upgrade fails. This problem occurs because of missing attribute relationships
  • Assume that you configure Microsoft Dynamics CRM client for Outlook with offline functionality for a user who has a security role assigned. When you log on to Microsoft Dynamics CRM client for Outlook with the user, and then go offline, you receive the following error message:
    • An unexpected error occurred
  • If a plugin that is used to share a corresponding record is triggered on a create/update message, the audit history logs an incorrect message. Additionally, you cannot view the actual audit details
  • After you close Microsoft Dynamics CRM client for Outlook, the outlook.exe process remains in Task Manager unexpectedly
  • When you try to import a solution from Microsoft Dynamics CRM 2011 into an organization that is upgraded from Microsoft Dynamics CRM 4.0, you receive an error message that states an entity could not be imported. Additionally, you receive a platform trace error that resembles the following:
    • The entity with a name = 'new_mycustomentity' was not found in the MetadataCache
  • When the entity view contains duplicate records in Microsoft Dynamics CRM 2011, Microsoft Office Outlook crashes.
  • When you update a workflow in a managed solution to remove workflow parameters, the parameters are not removed in Microsoft Dynamics CRM 2011

Other fixes released via CRM 2011 Update Rollup 4:

  • You cannot open Microsoft Dynamics CRM after you install Microsoft Dynamics CRM 2011 in an environment that has Microsoft .NET Framework 4.5 Prerelease installed
  • When you try to install the SRS Reporting Extensions, you receive the following error message:
    • Check ReportServerValidator : Failure: Unable to validate SQL Server Reporting Services Report Server installation.
      Please check that it is correctly installed on the local machine
  • A "_hc" query parameter is added to enable the hiding of ribbons in Microsoft Dynamics CRM 2011, when you access the system from a URL directly. This parameter uses Boolean string values, such as true and false
  • If you hide the Include group on the ribbon of an appointment and phone call entity, you receive the following error message:
    • Script error on page.
      This problem occurs when you use a non-United States version of Microsoft Dynamics CRM or a language pack with a display language that is not English
  • Assume that you create an account that has additional spaces in the account name. When you click To Opportunity in the Convert Activity section in a corresponding activity, you receive the following error message:
    • You must save the changes before you can convert this activity
  • When you try to delete an activity from an Activity view that is newly created, you receive the following error message:
    • Record is unavailable
  • When you open a service activity, click Schedule, and then click Find Available Times, incorrect available times are listed
  • Consider the following scenario:
    • You create two unmanaged solutions
    • You export the solutions as managed
    • You import the managed solutions
    • You import the first solution again by using the Overwrite setting
    • In this scenario, an unmanaged layer is generated and some original fields are missing
  • When you re-import a solution by using the Maintain method, you receive an error message that resembles the following:
    • Role With Id = 627090ff-40a3-4053-8790-584edc5be201 Does Not Exist
  • Assume that you have many relationships to an entity. When you try to change a Lookup field of the entity, you receive the following error message:
    • An error has occurred. Try this action again. If the problem continues, check the Microsoft Dynamics CRM Community for solutions or contact your organizations Microsoft Dynamics CRM Administrator. Finally, you can contact Microsoft Support
  • If a JavaScript that is used in the URL text box of a dialog is not validated, the JavaScript can be run unexpectedly
    • After you apply this hotfix, the target URL will be validated as expected
  • Assume that you enable the Auditing setting for processes. When you start or deactivate or update a workflow, you receive the following error message:
    • An error has occurred. Try this action again
  • When the duplicate detection is enabled, you cannot convert a lead to an opportunity
  • Assume that you use a non-United States number format. When you run the Close as Won function on an opportunity, the estimated value is multiplied by 10,000
  • If you register a plug-in assembly against the incident entity on the post-operation stage, the plug-in assembly is executed outside the transaction unexpectedly
  • Consider the following scenario:
    • You create two accounts
    • You select the second account, and then click Connections
    • You click Connect to create a new connection, select the first account in the Name field, and then click Save and Close
    • You back up the organization database, and then restore it to a new database
    • You start the Deployment Wizard, and then import the restored database
    • In Internet Explorer, you browse the imported organization, and then open the second account
    • You open a connection in the account record
    • In this scenario, you receive an error message that resembles the following
      • CrmException: businessunit With Id = 0b603c1a-5940-e011-bfeb-00155d540dbb Does Not Exist
  • Records are visible regardless of the security role unexpectedly. This problem occurs because of the cascading in the POA table
  • Consider the following scenario:
    • You start Microsoft Dynamics CRM 2011 client for Outlook
    • You take the Microsoft Dynamics CRM 2011 client for Outlook offline
    • You click Workplace, and then click Reports
    • You run the Neglected Accounts report that has a zero value set in the Minimum Days Neglected parameter
    • You click the chart to drill through to the child report
    • In this scenario, you receive the following error message:
      • Invalid Argument
  • Assume that you have a report that has a prefilter included. If you import the report two times, the prefilter does not work in the report
  • By default, the maximum length of an absolute URL for a Microsoft SharePoint document location is set to 2,000 characters. However, the URL cannot exceed the maximum number of 256 characters. After you apply this hotfix, the type will be changed to nvarchar(max)
  • When you use a custom report that has a primary entity and a secondary entity, the Date and Time columns are displayed in an incorrect format. Additionally, columns that should be displayed with a date only format display the date and time
  • Assume that you use POP3 as the incoming email provider. When an email message is sent from an account that uses parenthesis in the display name, you cannot receive the email message in Microsoft Dynamics CRM 2011
  • When you use the CrmSvcUtil in a Microsoft Dynamics CRM 2011 environment that is configured for Internet Facing Deployment (IFD), you receive the following error message:
    • The user authentication failed! Enable tracing and view the trace files for more information
  • Assume that you create a task in Microsoft Office Outlook and track the task in Microsoft Dynamics CRM 2011. When you synchronize with Microsoft Dynamics CRM, the due date for the task reverts to a date
  • Assume that you are in a child business unit. If you create a solution, you cannot add security roles to the solution. In this situation, the only roles that can be selected for the solution are the roles in your business unit. However, the roles that can be added are the roles in the root business unit
  • To correct Spanish translation issues, change the field label of the Business Recommended field
  • Some Estonian language translations are incorrect in Microsoft Dynamics CRM 2011
  • The "Accounts: No orders in last 6 months" account view incorrectly displays accounts that have orders which are added in the last six months
  • Assume that you install Update Rollup 3 for Microsoft Dynamics CRM 2011. When you start Microsoft Office Outlook, and then try to go offline, the go offline process fails in the "Waiting for offline database initialization" phase. Additionally, the following error message is logged in the platform trace:
    • Exception happened Database having current version is not upgradeable
  • Incorrect icons are displayed for custom entities in Microsoft Dynamics CRM 2011 client for Outlook
  • When you run the Quick Campaigns function in Microsoft Dynamics CRM 2011 client for Outlook, you receive the following error message:
    • System.NullReferenceException was unhandled by user code
  • When you try to add an email message activity to a custom entity in Microsoft Dynamics CRM 2011 client for Outlook, a script error occurs
  • When you add the Actual End field in the email message form and then set the format to Date and Time, the time value is displayed in UTC format instead of your local time zone
  • When you send an email message that has an attachment by using the Mail merge function in Microsoft Dynamics CRM 2011 client for Outlook, the full location of the attached file is displayed in the file name of the attachment
  • When you create a new email message that has some CRM fields specified, and then click Save in Microsoft Dynamics CRM client for Outlook, the values of the CRM fields are not saved
  • If you enable the folder redirection for a user in Microsoft Dynamics CRM 2011, the synchronization process fails in the Microsoft Dynamics CRM 2011 client for Outlook. Additionally, the following error message is logged in the platform trace:
    • Crm Exception: Message: SQL CE Database file is being used by a different process, ErrorCode: -2147220970, InnerException: There is a file sharing violation. A different process might be using the file
  • When you perform the Bulk Record Deletion process for business units in Microsoft Dynamics CRM 2011, you receive an error message that resembles the following:
    • CrmException: businessunit With Id = 7a60b6da-8bbc-e011-bd33-00155d9c4f08 Does Not Exist
  • Assume that the Microsoft Dynamics CRM 2011 server version is earlier than the client version and an attribute length on the server is greater than the attribute length on the client. When you go offline in Microsoft Dynamics CRM 2011 client for Outlook, you receive the following error message:
    • OfflineMetadataVersion of is different than ServerMetadataVersion
  • When you click Audit History in Microsoft Dynamics CRM 2011 client, you receive the following error message:
    • An unexpected error occurred
    • This problem occurs when the system date is formatted in non-United States English
  • Consider the following scenario:
    • You create an account record, and then create a second identical account record
    • When you save the second account record, the Duplicates Detected dialog box appears. You click Save Record to create duplicated records
    • You create a new duplicate detection job to check for duplicates, and then execute the job
    • You open the duplicate detection job, and then click View Duplicates
    • You merge duplicate records
    • In this scenario, an unhandled exception error occurs
  • Assume that you enable the audit feature for contact entities. After you change the status of a contact, the Currency field is displayed incorrectly in the audit history
  • All email messages that are generated by the Mail merge function have the same regarding contact incorrectly
  • When you export data from a Report Wizard report to an Excel worksheet, you cannot change the format of currency or date or number fields in the Excel worksheet
  • If you use a non-United States number and currency format in the system settings, the monetary values are displayed incorrectly in grids and reading panes in the Microsoft Dynamics CRM client
  • When you try to delete a managed solution that contains a custom activity based on another managed solution, you receive the following error message:
    • Cannot Delete Field. Only customer fields can be deleted
  • When you import an updated managed solution to an organization that has a language pack enabled, you receive the following error message:
    • Violation of UNIQUE KEY constraint
  • When you add users in a multiple site domain, and then click Save, you experience slow performance
  • When you assign accounts to another Microsoft Dynamics CRM 2011 user, an unexpected error occurs. This problem occurs when the accounts have recurring appointment activities
  • Assume that a managed solution contains components with managed properties that restrict users from changing the solution in Microsoft Dynamics CRM 2011. When you import updates to the solution, an error occurs
  • When you use the FetchXML function to return the sum total of a currency field, the returned value is incorrect. This problem occurs when you use a currency that differs from the default currency
  • If the EnableRetrieveMultipleOptimization registry key is set to 2, users who are not in the System Administrator role cannot see a list of reports
  • The Asynchronous Service crashes because the OperationType field is null. In this situation, the following error message is logged in the application event log:
    • System.InvalidCastException:Specified cast is not valid
  • Assume that you create and enable a workflow that is registered on an order.
    • When you install the Connector for Microsoft Dynamics GP, and then submit an order from Microsoft Dynamics GP to Microsoft Dynamics CRM, the order does not integrate as expected.
    • Additionally, when you write a console application to execute the compoundcreate process on the order, the compoundcreate request fails.
    • In both situations, you receive the following error message:
      • Crm Exception: Message: An unexpected error occurred., ErrorCode: -2147220970, InnerException: System.Runtime.Serialization.SerializationException: Type 'Microsoft.Crm.Sdk.DynamicEntity[]' with data contract name 'ArrayOfDynamicEntity:http://schemas.datacontract.org/2004/07/Microsoft.Crm.Sdk' is not expected. Consider using a DataContractResolver or add any types not known statically to the list of known types - for example, by using the KnownTypeAttribute attribute or by adding them to the list of known types passed to DataContractSerializer
  • Assume that you apply Microsoft Dynamics CRM 2011 Update Rollup 1 or Microsoft Dynamics CRM 2011 Update Rollup 2. When you try to set the state of a price level object by using the SetStateDynamicEntityRequest process in the 2007 CRM Service Endpoint, you receive the following error message:
    • <error>
      <code>0x80048408</code>
      <description>-1 is not a valid state code on pricelevel. </description>
      <type>Platform</type>
      </error>
  • When you add a URL to a SiteMap Area or a SubArea that contains querystring parameters in Microsoft Dynamics CRM 2011, the URL is displayed incorrectly
  • Assume that two managed solutions contain multiple workflows that have use the same sdkmessageprocessing step in Microsoft Dynamics CRM 2011. When you import one of the managed solutions, you receive the following error message:
    • A managed solution cannot overwrite SdkMessageProcessingStep component with Id=5b73086f-9843-e011-b634-00155da9dd03 which has an unmanaged base instance
  • After you update a workflow from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011, the workflow cannot be run as expected. Additionally, you receive the following platform trace error message:
    • Crm Exception: Message: Expected non-empty Guid., ErrorCode: -2147220989, InnerException: System.ArgumentException: Expected non-empty Guid
      Parameter name: id
  • The DoNotBulkPostalMail field in the Contact entity cannot be edited. Additionally, the DoNotBulkPostalMail field is not listed when you design the entity form
  • When multiple currencies exist in a transaction, the exchange rates are applied to records incorrectly. The first exchange rate that is retrieved from the first currency is applied to all records in the transaction
  • Assume that you update to Microsoft Dynamics CRM 2011. When you try to save new Microsoft Dynamics CRM entity records for entities that have monetary fields in the forms, an error occurs. Additionally, an application error is logged in the Application Event Viewer
  • 2616319 An error occurs when you run the Synchronize with CRM function in the Microsoft Dynamics CRM 2011 client for Outlook with the folder redirection enabled

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 4 contains all fixes previously released via Update Rollups 1-3 as well as fixes newly released via Update Rollup 4. So if you install Update Rollup 4 on a machine upon which you previously installed no Update Rollups, you will need to manually enable any desired fixes for Update Rollups 1-4:

CRM 2011:

  • Update Rollup 1: no updates requiring manual configuration
  • Update Rollup 2 for Microsoft Dynamics CRM 2011 contains the following update that you must enable or configure manually - details on enabling or configuring can be found in this Microsoft Knowledge Base article:
    • 2535245 RetrieveMultiple optimization for basic depth needed for local and deep depth read privileges in Microsoft Dynamics CRM 2011
  • Update Rollup 3: no updates requiring manual configuration
  • Update Rollup 4: no updates requiring manual configuration

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 2011 for Microsoft Office Outlook, a common question is whether it is supported to run mismatched versions. For example, where Update Rollup 4 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 3 on the clients without installing Update Rollup 4 on the server.

The general rule of thumb is to try to keep the versions in sync as much as possible. 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 Rollups for the Microsoft Dynamics CRM 2011 Email Router or Microsoft Dynamics CRM 2011 Reporting Extensions), 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.

Internet Explorer 9 Compatibility

The Microsoft Dynamics CRM Sustained Engineering team extensively tested Microsoft Dynamics CRM 2011 against pre-release versions of Internet Explorer 9 and continues to address compatibility issues, as appropriate, against the RTW (Released to Web) version of Internet Explorer 9.  When necessary, Microsoft plans to release enhancements via future Microsoft Dynamics CRM 2011 Update Rollups to assure compatibility with Internet Explorer 9.

There are no Internet Explorer - CRM 2011 application compatibility fixes released via Update Rollup 3 specific to Internet Explorer 9.  There is a Update Rollup 3 fix for an expanding memory footprint issue associated with Internet Explorer, but it impacts all versions of Internet Explorer supported by CRM 2011  - those being Internet Explorer versions 7, 8, and 9.

Greg Nichols
Premier Field Engineering
Microsoft Corporation

 

  • Please backup your server before installing this, 2 out of the three servers we installed it on, crm never worked again. We tried everything to fix it and the only way we have found is to completely remove crm and reinstall it to a pre roll up 4 version :-(

    There are support calls to Microsoft regarding this.

  • Chris, if you can please file a support case, we'd like to understand the specifics of your issue in more depth.

    Thanks,

    Greg Nichols

    Microsoft Corporation

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