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Podcast and Overview: Microsoft Dynamics CRM 2011 Update Rollup 5

Podcast and Overview: Microsoft Dynamics CRM 2011 Update Rollup 5

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We're proud to announce that Microsoft Dynamics CRM 2011 Update Rollup 5 released Tuesday Oct. 25th,2011! 

On Wednesday Oct. 26th, 2011 at 8 AM Pacific Daylight Time, Greg Nichols and Ryan Anderson from the Microsoft Premier Field Engineering team provided information about the recent release of Update Rollup 5 for Microsoft Dynamics CRM 2011. They also briefly discussed the upcoming release of Update Rollup 20 for Microsoft Dynamics CRM 4.0 during their:

Microsoft Dynamics CRM 2011 Update Rollup 5 Podcast

Related links you should know about: 

Update Rollup 5 Build number:
5.0.9688.1533

Note: Update Rollup 5 cannot be uninstalled. Specific database updates are applied during Update Rollup 5 installation that will not let you uninstall Update Rollup 5. You should back up your databases and application servers before you install this update.

Note: Update Rollup 5 also contains the Dynamics CRM Q4 Service Update features.  Some of these features include:

  • Outlook Client Updates:
    • Enhancements to the Reading Pane
    • Asynchronous promotion for tracked emails
  • Dialog Enhancements
  • Data Visualization Enhancements:
    • Chart Designer Enhancements
    • New Chart Types
  • Data Management Enhancements to:
    • Auditing
    • Duplicate Detection
  • Activity Feeds
    • Listening in on important activities in Social Media that take place around the people, accounts, contacts, leads or opportunities that you care about, including a Windows 7.5 phone application: "Business Hub"
    • Update Rollup 5 does not install Activity Feeds:

For more information about the Dynamics CRM Q4 Service Update features, consult:

Packages are available for download via: 

  • The Update Rollup 5 Microsoft Download Center page (on Oct. 25nd, 2011)
  • The Microsoft Update Catalog (on Nov. 8th, 2011)
  • The Microsoft Update detection / installation process (on Nov. 8th, 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 5 "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" which provides details on installing CRM Outlook client update rollups "silently" in order to limit end-user interruption

for these CRM components:

NOTE: As of Oct. 20th, 2011 these installation files have been updated to include CRM 2011 Update Rollup 5 (Version 05.00.9688.1533)

 Microsoft Dynamics CRM 2011 Update Rollup 5 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. CRM Update Rollups are 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 5 is the fifth 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 5 will contain all fixes shipped via Update Rollups 1-5. 

Hotfixes and updates that were released as individual fixes

The following issues were fixed and delivered to requesting customers prior to Update Rollup 5 release as Critical On Demand (COD) fixes:

  • Consider the following scenario:
    • You customize the view Products in Parent Price List for the Product entity
    • You search for the product in an Opportunity
    • In this scenario, the OK button is not available
  • The Outlook client causes an infinite loop during synchronization
  • When you import a managed solution that includes the Overwrite Time value, you receive the following error message:
    • UQ_Localizedlabel key violation
  • When you open records in Windows Internet Explorer 7, Windows Internet Explorer 8, or Internet Explorer 9, a memory leak occurs
  • When you execute a RetrieveEntityRequest message on a Microsoft Dynamics CRM 4.0 metadata service endpoint, the DisplayMask field incorrectly has a value of None
  • Consider the following scenario:
    • You install Update Rollup 4 for Microsoft Dynamics CRM 2011 on a server
    • You execute some code that was written by using the Microsoft Dynamics CRM 2011 SDK before you install Update Rollup 4
    • The code uses the RetrieveEntityRequest message
    • In this scenario, the code may return unexpected results
  • After you install Update Rollup 4 for the Microsoft Dynamics CRM 2011 client for Outlook, Outlook crashes when you try to select various Microsoft Dynamics CRM folders
  • When you create a custom entity, the IsSortAttribute value is set to 1 for the CreatedByYomiName field and the ModifiedByYomiName field. If you filter the results by Createdby or by Modifiedby, you receive the following error message:
    • Invalid Argument
    • Unhandled exception

Other fixes released via CRM 2011 Update Rollup 5:

  • "Microsoft Dynamics CRM 2011 E-mail Router" is displayed incorrectly as "Microsoft Dynamics CRM E-mail Router"
  • When you open a view in the Microsoft Dynamics CRM client for Outlook, both the date and the time are displayed, even though the field is formatted to display only the date
  • When you change the default Outlook filters by using the Microsoft Dynamics CRM SDK, duplicate filters appear in the Offline Filter dialog in the Microsoft Dynamics CRM Client for Outlook
  • Consider the following scenario:
    • You click New to create a new record in Microsoft Dynamics CRM 2011
    • You enter data, and then click Save
    • You press F5 to update the record
    • In this scenario, a new record without data is displayed instead of the refreshed record that you created
  • Consider the following scenario:
    • In a Microsoft Dynamics CRM 2011 organization, you create a new option set that contains string values for the each label
    • You add the custom option set to the OOB Account Entity form
    • You create a dialog and try to assign a dynamic value to a query variable by using Form Assistant
    • In this scenario, the attribute picklist values are filtered to show only attributes that are defined as numeric values
  • After you upgrade from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011, the workflow instances that were waiting to be executed do not start at the correct location. Instead, the workflow instances start at the beginning
  • When you switch between user dashboards and navigation panes in Windows Internet Explorer 9, Internet Explorer 9 crashes or the navigation operation fails
  • When you change personal options or the system settings for an Organization in Microsoft Dynamics CRM 2011, you receive an "unhandled exception" error when you click Accept
  • When you enable additional languages for an organization, the operation fails and you receive an unexpected error message
  • When you try to save an activity record with a duration greater than one hour in the Polish version of Microsoft Dynamics CRM 2011, you receive the following error message:
    • An error has occurred
  • The time stamps on reports in Microsoft Dynamics CRM are incorrect. The time is one hour behind the expected time
  • You cannot import email messages to Microsoft Dynamics CRM 2011 if the From field of the email message contains a sender other than a user or queue in Microsoft Dynamics CRM
  • The time zone and daylight saving time of multiple countries are incorrect
  • Help is not available for the System Checks screen in the Reporting Extensions installation
  • Mobile Express Device Detection is updated to redirect mobile devices to the correct URL
  • The DoNotIgnoreInternetEmailToQueues option is moved to the database organization settings. Therefore, you can set this option in both online and onsite deployments of Microsoft Dynamics CRM
  • The EnableRetrieveMultipleOptimization option is moved to the database organization settings. Therefore, you can set this option in both online and onsite deployments of Microsoft Dynamics CRM

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 5 contains all fixes previously released via Update Rollups 1-4 as well as fixes newly released via Update Rollup 5. So if you install Update Rollup 5 on a machine upon which you previously installed no Update Rollups, you will need to manually enable any desired fixes for Update Rollups 1-5:

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
    • Update Rollup 5: 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 5 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 5 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 5 specific to Internet Explorer 9.  There is a Update Rollup 5 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