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Podcast and Overview: Microsoft Dynamics CRM 2011 Update Rollup 15

Podcast and Overview: Microsoft Dynamics CRM 2011 Update Rollup 15

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We're proud to announce that all packages for Microsoft Dynamics CRM 2011 Update Rollup 15 were released on Tuesday October 8th, 2013 to the Microsoft Download Center!  The Update Rollup 15 packages should appear on Microsoft Update on or about October 22nd, 2013.

Update Rollup 15 Build numbers:

5.0.9690.3731
5.0.9690.3739 (Outlook Client re-release)

Update Rollup 15 Microsoft Download Center page

Here's the "Master" Microsoft Dynamics Knowledge Base article for Update Rollup 15: (KB 2843571). Going forward, the plan is for the Master Knowledge Base article for CRM 2011 Update Rollups to be published a bit in advance of release to aid planning.

On Tuesday, October 8th 2013 at 3 PM Pacific Greg Nichols and Ryan Anderson from the Microsoft Premier Field Engineering provided information about:

  • The release of Update Rollup 15 for Microsoft Dynamics CRM 2011
  • New fixes made available In Update Rollup 15
  • Collateral available about Update Rollup 15 and CRM Update Rollups in general
  • The upcoming release of Microsoft Dynamics CRM 2013

 

on BlogTalkRadio during their Microsoft Dynamics CRM 2011 Update Rollup 15 Podcast.

Note: We have identified a compatibility issue that occurs when you use the Microsoft Dynamics CRM 2011 Client for Outlook with Update Rollup 15 applied against a Dynamics CRM 2013 server. This issue does not affect Dynamics CRM 2011 servers. New Update Rollup 15 client packages were released to address this issue. If you are not in this specific scenario, you will not have to apply the new Update Rollup 15 client package. The new Outlook Client packages follow this naming convention:

CRM2011-Client-KB2843571-v2-ENU-amd64.exe
CRM2011-Client-KB2843571-v2-ENU-i386.exe

And are build 5.0.9690.3739.  Only the Outlook Client packages were re-released.

Note regarding Podcasts: You can make our CRM Premier Field Engineering podcasts available on Zune by using the RSS feed below.  In the Zune software, go to Collection -> Podcasts and click on the Add a Podcast button on the lower left, then enter the url for the RSS feed: http://www.blogtalkradio.com/pfedynamics.rss. After that, you can adjust the series settings like any other podcast, so you can sync with your smartphone or Zune.

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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 Update Rollups, visit the "CRM Update Rollup Collateral Page"

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Update Rollup 15 News!

Update Rollup 15 provides a few functionality changes you should be aware of, including:

Many important CRM for Outlook Client improvements:

  • It includes a new feature that is also scheduled to be delivered with Microsoft Dynamics CRM 2013
    • This feature moves the CRM client-specific workload into its own process so that it no longer shares memory with the Microsoft Office Outlook process
    • This feature is also known as Process Isolation
  • An upgrade to Microsoft SQL Server for Windows CE 4.0 for better memory management, better caching, and connection enhancements
  • Updates to the CRM for Outlook configuration files to make the CRM for Outlook SDF files compatible with SQL Server for Windows CE 4.0
  • It materializes the Address Book Provider to reduce performance issues that are caused by large address books
  • It limits the amount of active open forms
  • It provides a MAPI Lock time-out
  • It hard codes a previous registry setting that prevented pinned views from pulling down information to local SQL CE cache. This new DisableMapiCaching setting defaults to a value of 1

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 Update Rollup 15 is of course also is a collection of fixes for issues reported by customers or found by Microsoft's Engineering Team, plus changes to provide support for related technology components.

Update Rollup 15 news that you need to know because Update Rollups are cumulative, so these significant changes are also in Update Rollup 15!

  • UR12 includes the "Microsoft Dynamics CRM December 2012 Service Update"  See:
  • Additional cross-browser compatibility provided
    • The December 2012 Service Update component of Microsoft Dynamics CRM 2011 Update Rollup 12 introduces additional browser compatibility for Firefox, Chrome, and Safari
  • Indexes added to support the Update Rollup 10 Quick Find Optimizations
    • Update Rollup 12 includes new indexes for the following entities in the Quick Find Search Optimization feature. To fully reap the benefits of the platform changes included in Update Rollup 10, indexing is needed.  The indexes created are listed below:
      • Cases
      • Opportunities
      • Competitors
      • Contact (the Phone Number fields)
      • Business Unit
      • Connection
      • Connection Role
      • KB Article
      • Lead
      • Product
      • Sales Literature
    • These indexes are created during the Update Rollup 12 installation and you may notice that part of the installation will take longer to complete. The reason for this is that the indexes need to be populated and based on the size of your dataset the completion time will vary
  • Enhancements to Activity Feeds
    • The enhancements made to the activity feeds include a new feature called Like/Unlike
    • With this feature, you can express your immediate feedback about a post
    • For more information, see Like/Unlike
  • Updated User Experience for Sales and Customer Service and Product Update Functionality for Microsoft Dynamics CRM Online
    • The Microsoft Dynamics CRM December 2012 Service Update introduces a variety of new features and functionality, including an updated user experience. For Sales and Customer Service users, the updated user experience provides a new process flow visualization, which appears at the top of the forms, such as the Opportunity , Lead or Case form. The process flow guides users through the various phases of the sales and customer service processes
    • For trials and subscriptions initiated after December 2012, the updated Sales and Customer Service user experience is included by default. Existing Microsoft Dynamics CRM Online customers have an option of adding the updated user experience to the Opportunity , Lead and Case forms by installing the Product Updates. This lets Administrators install selected feature updates based upon the specific needs of their organizations. The Product Updates are installed by using the Microsoft Dynamics CRM web application; they cannot be installed programmatically
    • For more details, see What's New for Developers for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online
  • Custom Workflow Activities for Microsoft Dynamics CRM Online
  • Developer Toolkit Support for Microsoft Visual Studio 2012
    • The Developer Toolkit for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online now supports Microsoft Visual Studio 2012. The installer can be found in the SDK download in the sdk\tools\developertoolkit\ folder
  • Microsoft Dynamics CRM 2011 Software Development Kit (SDK) updated for Update Rollup 12 (version 5.0.17 updated for CRM 2011 Update Rollup 13 and Microsoft Dynamics CRM Online)
  • Bulk Data Load performance enhancements
    • To support bulk data load scenarios, this release introduces the ExecuteMultipleRequest message. This message supports the execution of multiple message requests using a single web method call. ExecuteMultipleRequest accepts an input collection of message requests, executes each of the message requests in the order they appear in the input collection, and optionally returns a collection of responses containing each message’s response or the error that occurred. Processing requests in bulk results in lower network traffic and higher message processing throughput
    • For more information, see Use ExecuteMultiple to Improve Performance for Bulk Data Load
  • Activity Feeds changes
    • Microsoft Dynamics CRM Activity Feeds provide real-time notifications and quick sharing of information through short updates. These updates appear on your personal wall in the What's New area of the Workplace . Activity Feeds enable you to follow and learn about important activities that take place around people, accounts, contacts, leads, and anything else that you care about
    • Updates can be posted manually by you, or automatically based on predefined system rules through a workflow. Activity Feeds can also be posted to by external applications through the Microsoft Dynamics CRM web services API. Activity Feeds expose Microsoft Lync real-time presence functionality so that you can initiate communication activities such as IM, phone calls, and emails. For more information, see Activity Feeds Entities
  • More performance and stability-related fixes, including fixes to the CRM Client for Microsoft Outlook
  • Contains all hotfixes / updates released in earlier Update Rollups
  • Quick Find performance optimizations and EnableRetrieveMultipleOptimization SQL query performance optimizations (originally released in Update Rollup 10)

For Microsoft Dynamics CRM business solutions that include an entity with a large dataset, record retrieval and grid rendering performance can be negatively impacted for users that do not have global access to all records associated with that entity. Code changes to mitigate this behavior first appeared in Microsoft Dynamics CRM 4.0, and have been fine-tuned since then.

With Microsoft Dynamics CRM 2011 Update Rollup 10 and later, big advancements have been made to optimize the performance of queries against large datasets by adjusting specific “statistical” settings to address the issue. Should this fail to achieve desired levels of performance, adjust the value associated with EnableRetrieveMultipleOptimization (ERMO) setting. You may have heard these changes described at this year's Convergence.

A first step in efforts to optimize the performance of queries against large data sets is to make adjustments to the “statistical” settings that affect the behavior of RetrieveMultiple queries. Although you can configure these settings by modifying the Windows Registry (under HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM) on the each of the Web servers that is used in a deployment, we recommend that these settings be configured by using the OrgDbOrgSettings, which will ensure that the configuration applies to a specific organization. For additional information about configuring these settings by using the OrgDbOrgSettings, and to download the tool that makes the OrgDbOrgSettings changes you desire, see the Microsoft Knowledge Base article titled "OrgDBOrgSettings Tool for Microsoft Dynamics CRM 2011" (KB 2691237)

If making adjustments to these settings does not yield satisfactory levels of performance, then consider adjusting the value of the EnableRetrieveMultipleOptimization (ERMO) setting. The ERMO setting is commonly used to limit the duration of certain long running queries; specifically, to overcome issues related to local or deep business unit access within Microsoft Dynamics CRM 2011 security roles.

Many more details describing appropriate scenarios for the available settings are already available via the Microsoft Download Center in a revised version of the whitepaper "Optimizing and Maintaining the Performance of a Microsoft Dynamics CRM 2011 Server Infrastructure", in the sections “Optimizing the Performance of Queries against Large Datasets” and “Optimizing the Performance of Quick Find Queries”. The details will appear in the MSDN version of this whitepaper as quickly as possible.

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NEW RELEASE REGARDING OrgDbOrgSettings!

You're probably familiar with the OrgDbOrgSettings command line tool (mentioned above) released by the CRM Product Group in the "Tools" package that is updated and released with each set of Update Rollup packages.  With it, you configure some .xml and call your .xml with the command line utility described in KB 2691237. However, you may be daunted by configuring this .xml, to the point that you may not use the tool, or use it minimally - not exploring the many options outlined in KB 2691237 that may be of use to you.  Well, the Microsoft Dynamics PFE team now has another option for you!  By popular demand, our esteemed CRM PFE colleague Sean McNellis has developed a tool  - a CRM 2011 managed solution - that provides you with an easy-to-use GUI with which you can configure all of the options outlined in the Knowledge Base on a per-tenant basis.  Feel free to download it, install it, and check it out... I sure use it!

This is a FREE downloadable tool - the "Dynamics CRM 2011 Organization Settings Editor".  Check it out; the download page has screenshots and information that will help you make good use of the tool.  Sean has also published a Premier Field Engineering blog: "Azure Mobile + JavaScript + WebResources = Easy Editing of OrgDBOrgSettings in Dynamics CRM 2011!" to share more details on the tool. He will be updating it for the settings available in Update Rollup 15 very shortly.  Thanks, Sean!

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NEW NOTE REGARDING "Deferring Database Updates when installing CRM 2011 Update Rollups

My esteemed PFE teammate Sean McNellis published a blog you should be aware of regarding the possibility of deferring the CRM database updates when installing CRM 2011 Update Rollups.  Essentially, Dynamics CRM 2011 Update Rollup executable packages automatically process and update the organization database updates during the installation.  If your deployment has several large tenants or just one very large tenant you may prefer to first install the “binary” updates and worry about applying the database updates after the binary installation of the rollup (on an organization by organization basis). This would put the control and timing of when to update organizations from a SQL perspective in the hands of the administrator, and may make troubleshooting easier.

This feature allows you to separate the installation of the binary updates (DLL’s, executables, etc) from the installation of the database components (updated stored procedures, UDFs (user-defined functions), schema updates, out-of-box index changes, etc). Both updates still need to be completed as part of the update but you can now separately manage and execute those operations. This also allows you to retry database updates if they timeout or do not complete, without jeopardizing the installation binary updates.

I strongly urge you to read the entire blog to see if it applies to your needs.  Thanks again, Sean!

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General Update Rollup Notes:

  • Testing Update Rollups: Best Practices
    • Premier Field Engineering recommends treating Update Rollup 12 (and above) testing like testing a new, major CRM release because of the introduction of new functionality introduced with the December 2012 Service Release. Do all the standard testing like you generally do for all UR’s, but then also all the functional and performance testing that you would do with a new major release
    • 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 2011 to simulate your production user load in your testing environment, to shake out any performance-related issues early
      • Test using the permissions your end-user roles (most restrictive) 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 2011 and 2013 Custom Code Validation Tool

    • Consider familiarizing yourselves with this tool!
    • The Custom Code Validation tool for CRM 2013 is mostly the same as the Code Validation Tool for CRM 2011 UR12; the 2011 version has been deprecated and is no longer available. We added some additional checks for things that reference the 2007 endpoint or other things that will go away in 2013, so it's best to start removing them now. And, most of the checks in the tool were built into the installer for CRM 2013 as validation checks
    • Note that the URL for the CRM 2011 version of the tool now directs to the CRM 2013 version
    • Use the Microsoft Dynamics CRM 2011 Custom Code Validation Tool to identify potential issues with custom JavaScript in JavaScript libraries and HTML web resources. The Microsoft Dynamics CRM Online Q2 2012 Service Update and Microsoft Dynamics CRM 2011 Update Rollup 9 include significant changes in the web application in order to be able to support a variety of browsers such as Safari, Chrome, and Firefox. When using JavaScript code in Dynamics CRM, it is possible that some code will stop working or cause an error when you upgrade. The Microsoft Dynamics CRM 2011 Custom Code Validation Tool helps identify potential problems so that a developer can fix them
  • Update Rollup 12+ require Microsoft .NET Framework 4
  • Update Rollup 6 established a new servicing baseline. This will enable uninstalls of some future CRM 2011 Update Rollups, but this also means that Update Rollup 6 is prerequisite for installation of all future Microsoft CRM 2011 Update Rollups starting with Update Rollup 7
  • A database created with Microsoft Dynamics CRM 2011 Update Rollup 6 or a higher version cannot be imported to a deployment of Microsoft Dynamics CRM 2011 Update Rollup 5 or an earlier version. This scenario is not supported.  Best practice is to import databases or customizations between environments that are at the same Update Rollup level
  • As Update Rollup 15 is cumulative, containing all changes released in earlier Update Rollup releases, it also contains the Dynamics CRM Q4 Service Update features released via Update Rollup 6.  Some of these features include:
    • Outlook Client Updates:

      • 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 2011 Service Update features, consult:

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 Update Rollup 15 packages are available for download via: 

  • The Update Rollup 15 Microsoft Download Center page (released October 8th, 2013)
  • The Microsoft Update Catalog (released October 22nd, 2013)
  • The Microsoft Update detection / installation process
    • 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 15 "master" Microsoft Knowledge Base article
    • Please review my teammate Shawn Dieken's superb (and recently updated) 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 former 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: On Jan. 20th, 2012 these installation files were updated to include CRM 2011 Update Rollup 6 (Build 05.00.9690.1992)

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 Microsoft Dynamics CRM 2011 Update Rollup 15 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 Update Rollup 6 installed (build 5.0.9690.1992) to apply this Update Rollup

Note regarding Microsoft Dynamics CRM Stack Technology Compatibility:

Do you want to know if certain Service Packs or versions of a Microsoft product are supported with Dynamics CRM? Now we have all of this in one “living" Knowledge Base article: the Microsoft Dynamics CRM Compatibility List.  For example, you can use this KB article to determine the latest Microsoft SQL Server major version and Service Pack that is supported. Microsoft lists new products like Internet Explorer 10, Microsoft Windows 8, and Microsoft Office 2013 Preview as TBD until testing is complete; generally near General Availability (GA) of that product.

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Issues resolved via Microsoft Dynamics CRM 2011 Update Rollup 15: 

Microsoft Dynamics CRM 2011 Update Rollup 15 is the fourteenth (considering that Update Rollup 9 was not released publicly) 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 15 contains all fixes shipped via Update Rollups 1-15, including fixes that were never publicly released via Update Rollup 9.

Hotfixes and updates that were released as individual fixes before the Update Rollup 15 release:

The following issues were fixed and delivered to requesting customers prior to Update Rollup 15 release as Critical On Demand (COD) fixes and are included in Update Rollup 15:

  • New organization setting to disable presence for Contacts
  • Custom Entities are not available for Appointment lookup fields
  • Slow performance logging into the CRM for Outlook client when the organization has a large amount of teams (~5000)
  • Performance issues when adding or removing a team member due to the p_SystemUserBuEntityMapReinit stored procedure
  • The CRM for Outlook client intermittently removes the due date from appointments
  • Amounts of Opportunity Products are not calculated if Opportunity Revenue is "User Provided"
  • Dialog: "This process cannot be created, updated or activated because it was created outside the Microsoft Dynamics CRM Web application. Your organization does not allow this type of workflow"
  • When you leverage retrieve multiple optimizations in CRM 2011 and you request data from CRM using the 2007 endpoint those requests may result in errors if deletion state code attributes are automatically included as columns to be retrieved
    • These deletion state code attributes are added automatically for backward compatibility to CRM 2007 endpoint requests
  • When creating a many-to-many relationship using both sides of the relationship as the same entity, the fields can be dragged and dropped to certain places on the navigation menu; however, they will continue to appear at the bottom
  • After installing Update Rollup 12 there is an error using User Saved Views in Service Calendar
    • "Record is unavailable"
  • The Service Activity page becomes very slow when using Internet Explorer 8 after Update Rollup 12
  • When you run a report against all records on all pages for an entity shown in a sub area on an entity form, the report will not execute
  • Goal entity's Actual and In-Progress Associated Views are incorrect
  • Unable to create copies of emails in Microsoft Dynamics CRM when prompted:
    • "This e-mail is already being tracked in Microsoft Dynamics CRM. Do you want to create a copy of this item in Microsoft Dynamics CRM?"
  • Unable to select, copy, and paste lookup text after Update Rollup 12
  • Records with a custom N:1 relationship to connections fail to merge
  • Records with a custom N:1 relationship to connections fail to merge
    • Updates made in connection record will not be cascaded to reciprocal connection record
  • Recurring Meetings Start Time change synchronization issue from Outlook to CRM
  • Unnecessary spaces in the email body of Email Activities
  • Notification is incorrectly shown for child dialogs
  • Tasks do not appear in Activities view if User is assigned to team in Child Business Unit
  • Error on Dynamic export when Advanced Find linked entity filtered on Date field
  • Unable to save a check condition or wait condition step if lookup condition exists on step
  • Custom duration fields are defaulted to 1 minute after Update Rollup 12
  • Set regarding not functional when using CRM 4.0 client with CRM 2011 Update Rollup 12 Server
  • Records with a custom N:1 relationship to connections fail to merge
  • Link-entity filter criteria not shown in UI when a link-entity column is added first
  • Scheduling Alert warning missing post-Update Rollup 12
  • Lync presence icon absent in Grid View/Form controls

 All fixes released via CRM 2011 Update Rollup 15: 

  • New organization setting to disable presence for Contacts
  • Report Editor User Interface edit buttons for Categories, Related Record Types and Display have button displaying "..." intended for editing the field options
  • After the General and Administration tabs user focus moves to the address bar before returning to the form
  • When a view list is opened, focus is not placed on the options and you cannot tab or use the arrow keys
  • Dashboard Tab Ordering is incorrect
  • Custom Entities are not available for Appointment lookup fields
  • Menu not navigable with the keyboard when using screen reader
  • Dynamics CRM 2011 SharePoint 2010 List Web Part Ignored When Using Metadata Managed Columns
  • There are two tabs which are untitled frames on the new dashboard editing page when tabbing off the Name field
  • Slow performance logging into the CRM for Outlook client when the organization has a large amount of teams, i.e. ~5000 teams
  • When qualifying a Lead using the Sales Refresh forms in Microsoft Dynamics CRM 2011, the contact information is missing from the newly created Opportunity form
  • Performance issues when adding or removing a team member due to the p_SystemUserBuEntityMapReinit stored procedure
  • A blank page appears with an "Error on page" message in the Internet Explorer window when running a custom report on a custom view
  • Lookup view of the Site entity is not sorted correctly
  • The CRM for Outlook client intermittently removes the due date from appointments
  • Amounts of Opportunity Products are not calculated if Opportunity Revenue is "User Provided"
  • After upgrade to Update Rollup 12 you receive an error when trying to modify a workflow by deleting a condition from a Check Condition or Wait step
  • This error occurs if the Check Condition or Wait
  • Condition contains a condition for a lookup field that was previously existing in the step. The error is as follows:
    • This process cannot be created, updated or activated because it was created outside the Microsoft Dynamics CRM Web application. Your organization does not allow this type of workflow
  • Users can select inactive queues under My Work | Queues when they should not appear here
  • When you leverage retrieve multiple optimizations in CRM 2011 and you request data from CRM using the 2007 endpoint those requests may result in errors if deletion state code attributes are automatically included in the list of columns to be retrieved
    • These deletion state code attributes are added automatically for backward compatibility to CRM 2007 endpoint requests
  • Business required Currency field shows original value on mobile express when saving as blank
  • CRM SDK: FetchXmlToQueryExpressionRequest does not work after Update Rollup 11
  • When creating a many-to-many relationship using both sides of the relationship as the same entity, the fields can be dragged and dropped to certain places on the navigation menu; however, they will continue to appear at the bottom
  • After installing Update Rollup 12 there is an error using User Saved Views in Service Calendar:
    • "Record is unavailable The requested record was not found or you do not have sufficient permissions to view it."
  • The Service Activity page becomes very slow when using Internet Explorer 8 after Update Rollup 12
  • When you run a report against all records on all pages for an entity shown in a sub area on an entity form, the report will not execute
  • Goal entity's Actual and In-Progress Associated Views are incorrect
  • Unable to create copies of emails in Microsoft Dynamics CRM when prompted:
    • "This e-mail is already being tracked in Microsoft Dynamics CRM. Do you want to create a copy of this item in Microsoft Dynamics CRM?"
  • Loading order of web resource script files is not respected after Update Rollup 12
  • Reports started rendering with incorrect results after COD applied for running reports on a view with a related entity
  • Unable to select, copy, and paste lookup text after Update Rollup 12
  • DOM elements are being leaked in FilterPopup base class
  • DOMElement _elmNavigationInstructions in Ribbon causing memory leak
  • _elmLarge DOM Element in Ribbon Toggle Button Control not disposed causing memory leak
  • Service Calendar not refreshing
  • Records with a custom N:1 relationship to connections fail to merge
    • Updates made in connection record will not be cascaded to reciprocal connection record
  • DOMElement _elmScrollCurtain and _elmStoredFocus in Ribbon causing memory leak
  • Recurring Meetings Start Time change synchronization issue from Outlook to CRM
  • Many unnecessary spaces in the email body of Email Activities
  • Notification is incorrectly shown for child dialogs
  • Tasks do not appear in Activities view if User is assigned to team in Child BU
  • CRM Mobile Express saving numeric/currency values with incorrect CrmCultureInfo
  • POA table not cleaned up after deleting related Activity types
  • Jscript logic issue on Phone Call Activity
  • CRM 2011 UR11 Critical Update Causes Dashboard Views Not to Refresh
  • Error on Dynamic export when Advanced Find linked entity filtered on Date field
  • Getting error "Table alias 'alias name' is not unique" when opening certain views
  • Unable to save a check condition or wait condition step if lookup condition exists on step
  • Custom duration fields are defaulted to 1 minute after Update Rollup 12
  • "Contains" and "Does Not Contain" workflow data filters are not available after Update Rollup 12
  • Post Update Rollup 12, the SetFocus called after form is enabled for user interaction cancels navigation
  • Set regarding broken when using CRM 4.0 client with CRM 2011 Update Rollup 12 server
  • Grid View Selector DOM Elements are being leaked
  • CRM 2011 Outlook Client goes to "Online" state automatically when in offline mode
  • Post Update Rollup 12 Offline Synchronization Filters resets the Outlook Synchronization Filters unexpectedly
  • Records with a custom N:1 relationship to connections fail to merge
  • Updates made in connection record will not be cascaded to reciprocal connection record
  • Link-entity filter criteria not shown in UI when a link-entity column is added first
  • When you use the CRM client for Outlook 32-bit, you may notice high memory usage and once memory increases to much Outlook may exit unexpectedly
  • CRM client for Outlook exits unexpectedly after navigating to CRM folders and opening CRM records. (Form Isolation)
  • Scheduling Alert warning missing post Update Rollup 12
  • DOM element event handlers are not being removed in all places causing memory leaks
  • Lync presence icon absent in Grid View/Form controls
  • Appointment owner changes to an attendee that synchronizes the appointment first
  • Group Policy causing white screen for lookup in Outlook Client
  • Sending Mail Merge To More Than 3000 Recipients Causes Errors
    • “An error has occurred in Microsoft Dynamics CRM Mail Merge.”
  • Server is queried for Duplicate detection settings on every record when Outlook goes Online
  • KBs word wrap getting ignored when a / is at end of line
  • If field is used twice on a form, merge fails if field is null in the child
  • QualifyMember message not available in the plugin registration
  • DOMElements being leaked out of Ribbon Group
  • Ribbon Tooltips Are Leaking DOM Element
  • Email Router: Attachment file name of incoming emails is coming with GUID appended in it
  • Import managed solution fails when contains custom activity attribute changes
  • Duplicate detection return no records when tracking contact from Outlook
  • IE10: Notification cannot display while first click “Export” button on “Export Data to Excel” wizard in Outlook client
  • Deleting pinned views can corrupt TabOrderXml causing rending issues in Outlook
  • Exporting Application ribbon contains duplicate value in XML
  • Exporting Reports Opens Window Outside of CRM client for Outlook
  • Report page cannot work when the report is created with existing file on Outlook Client
  • UR14 Outlook Client fails to synchronize contacts after reconfigure
  • Outlook task removes due date intermittently
  • After upgrade to UR12 you receive an error when trying to modify a workflow by deleting a condition from a Check Condition or Wait step
  • Applying Update Rollup 14 for Microsoft Dynamics CRM 2011 causes several database updates to not be applied if the system had Update Rollup 13 applied previously
  • After installing the Update Rollup 11 Critical Update for the Microsoft Dynamics CRM 2011 Client For Outlook, grids are no longer being refreshed
  • SetStateRequest for KB Article should need prvWriteArticle privilege
  • Outlook crashes in this scenario: Install UR6 -> Patch to UR11 -> Patch to UR11 + -> Uninstall Patch UR11+
  • Outlook Client failing to install patch when machine name/ domain are longer than 125 characters with Error code:1638
  • Report page does not work when the report is created with existing file on Outlook client
  • Set Regarding not returning record after applying Update Rollup 11 Critical Update
  • WebFormsHost process does not allow to open forms once recycling of processes is complete in Terminal Service scenario
  • Publishing CRM report failed as parent report already links to another report with same name

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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 15 contains all fixes previously released via Update Rollups 1-14 as well as fixes newly released via Update Rollup 15. So if you install Update Rollup 15 on a machine upon which you previously installed no Update Rollups, you will need to manually enable any desired fixes for Update Rollups 1-15:

    • 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
      • NOTE: see comments near the beginning of this blog regarding significant rework to EnableRetrieveMultipleOptimization released in Update Rollup 10
    • Update Rollup 3: no updates requiring manual configuration
    • Update Rollup 4: no updates requiring manual configuration
    • Update Rollup 5: no updates requiring manual configuration
    • Update Rollup 6 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:
      • 2664150  Steps to clean up the PrincipalObjectAccess table in Microsoft Dynamics CRM 2011 after Update Rollup 6 is applied
    • Update Rollup 7: no updates requiring manual configuration
    • Update Rollup 8: no updates requiring manual configuration
    • Update Rollup 10 (includes hotfix components of Update Rollup 9): no updates requiring manual configuration to enable, but
      • Note my above comments regarding ERMO (EnableRetrieveMultipleOptimization) option configuration via registry keys or (preferred) OrgDbOrgSettings updates
      • This information supercedes the information in KB 2535245, which discusses EnableRetrieveMultipleOptimization enhancements shipped in CRM 2011 Update Rollup 2
    • Update Rollup 11 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:
      • 2820838 Microsoft Dynamics CRM E-mail Router Rule Deployment Wizard does not work in an Exchange 2003 and Exchange 2010 mixed environment
    • Update Rollup 12 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:
      • 2820835 Sync the private property from Outlook appointments to Microsoft Dynamics CRM 2011 with Update Rollup 12
    • Update Rollup 13: no updates requiring manual configuration
    • Update Rollup 14: no updates requiring manual configuration
    • Update Rollup 15: no updates requiring manual configuration

 

 Go to Top  

 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 6 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, and we recommend that you avoid deltas of more than one version between client and server.  So ideally, you would be running Update Rollup 14 server with Update Rollup 13 or 14 on your Outlook client. 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.

For more information, see the blog posting "User experience while accessing CRM 2011 application servers while Update Rollups are being applied"

Go to Top 

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 2011 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 2011 Update Rollups 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
Premier Field Engineering
Microsoft Corporation

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  • Rock solid Greg - Thanks for the knowledge sharing and blog post!

  • Installation of the Rollup crashes looking for server.msi in a folder called c:\crm_temp  !!!!

  • @Peter... I haven't heard of this yet.  Check the usual suspects first:

    Was c:\crm_temp created?

    Is server.msi in it?

    Does the user account used to run the installer have write privileges to the drive?

  • IE10, the F12 Developer Tool not showing the custom JS files for debugging after installing Rollup 15. Any reports on this?

  • Hi Greg

    c:\crm_temp doesn't exist

    This is happening on 2 installations preventing R15 being installed

    you will find it has happended to others - my post on the communtity newsgroup has attracted at least one other with the same issue.

    I'm quite happy to let you connect to the server to check it out if you need to - it is a development system

    I created a brand new installation on the weekend and installed R15 and it went fine

    Pete

  • Greg

    what is c:\crm_temp anyway -  never seen it before

    Pete

  • @Pete: c:\crm_temp is merely a folder the installer uses to expand files, etc. Can you post the link to the community newsgroup post you mentioned?

    @Eric: We cannot reproduce the problem you mentioned with IE10 - please open a support case so the support team can investigate.

  • community.dynamics.com/.../113894.aspx

    It appears only one other person has responded in same manner

    Did you read my first post where the other installation asks for New folder which is obviously a folder something has been expanded to.

    If it is only the two of us I'm happy to do the uninstall reinstall  to fix my issue as I'm rebuilding my  VMs for CRM2013 anyway.

    would the log file be of any help ??

    Pete

  • @ Pete: The log file is always worth looking at, it would be KB2843571.log in %systemdrive%\users\<userprofile>\AppData\Roaming\Microsoft\MSCRM\Logs.  I don't hear a lot of reports of this, I'd check permissions on the profile you're using for the install and see if it has write permissions to c:\ in your case so the folder can be created.

  • Hi Greg

    I'm running as local admin so permissions shouldn't be an issue with the same account I've always used.  Do you want me to send the log file somewhere - to you ???  -  This server will be staying as my CRM2011 dev box for a fair while yet

    BTW - on the second server I've just successfully done a CRM2013 in-place upgrade so it didn't stop that (it was already at R14)

  • Fails with     UR14MspuninstallAction failed.  

  • @Pete:

    Do you have means by which you can file a support case with Technical support regarding the c:\crm_temp issue?

    UR14MspuninstallAction failed: what was the scenario, please? Was that in the UR15 setup log, or what exactly?

  • in the setup log

    ------------------------------------------------

    21:34:30|   Info| Property(S): ComputerName = NPLCRM2011

    21:34:30|   Info| Property(S): TempFolder = C:\Users\crmadmin\AppData\Local\Temp\

    21:34:30|   Info| Property(S): Server.wwwroot._static._controls.TreeList = C:\Program Files\Microsoft Dynamics CRM\CRMWeb\_static\_controls\TreeList\

    21:34:30|   Info| Property(S): SystemLanguageID = 3081

    21:34:30|   Info| Property(S): ColorBits = 32

    21:34:30|   Info| Property(S): Server.PFiles.MSCRM.Setup.Serviceability.Latest = C:\Program Files\Microsoft Dynamics CRM\Setup\Serviceability\Latest\

    21:34:30|   Info| Property(S): AdminUser = 1

    21:34:30|   Info| Property(S): _E765345EE50A425CA7ABA66208C5D18F.AllowRemoval = 1

    21:34:30|   Info| Property(S): _E765345EE50A425CA7ABA66208C5D18F.PatchCode = {E765345E-E50A-425C-A7AB-A66208C5D18F}

    21:34:30|   Info| Property(S): _E765345EE50A425CA7ABA66208C5D18F = C:\Windows\Installer\933e4d7.msp

    21:34:30|   Info| === Logging stopped: 10/10/2013  21:34:30 ===

    21:34:30|  Error| System.Exception: Action Microsoft.Crm.UpdateWrapper.UR14MspUninstallAction failed. ---> Microsoft.WindowsInstaller.InstallerException: Fatal error during installation.

      at Microsoft.WindowsInstaller.Installer.RemovePatches(String[] patches, String productCode, String commandLine)

      at Microsoft.Crm.UpdateWrapper.UR14MspUninstallAction.Do(IDictionary parameters)

      at Microsoft.Crm.Setup.Common.CrmAction.ExecuteAction(CrmAction action, IDictionary parameters, Boolean undo)

      --- End of inner exception stack trace ---, Error, AbortRetryIgnore, Option1

    21:34:34|   Info| InputResult: Abort

    21:34:34|   Info| CrmAction execution time; UR14MspUninstallAction; 00:02:50.6539371

    -----------------------------------------------------------

  • I can log a support case if you really want  -  would the whole log file help  -  it's only 1.41KB if you could give me an email address to send to

  • @Pete - I don't see this exception as having been reported to support so far, so please log a support case so we can figure it out.

    Greg Nichols

    Microsoft Corporation

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