So, how you find detail information for each samples?
Sample ReadMe
Each sample contains README.md but it is for GitHub. So go to GitHub directory to see the detail explanation. For example, if you want to see readme of AddCrmOLUsersFromCSV sample, then:
[Three pattern of adding CRM User] This is useful to automate CRM User creations for initial setup as well as daily operation.
[Multi-Organization operation] This shows how to run functions against multiple CRM organization in a script. For example, to get some data from an org, and create them to another.
[Provision CRM Language] This sample explains how to provision and de-provision Languages in CRM. This is useful especially when you de-provision and re-provision Language pack as it stores current user language UI settings and restore them after you re-provision the Language.
[Update CRM User settings] This sample explains how to update CRM User settings. This is useful when you need to update hundreds of CRM Users to have same settings or even cross CRM organizations.
Suggestion?
If you have good idea of samples, or find any bugs for the sample, please post them from here.
I hope you enjoy the PowerShell automation!
Ken Premier Mission Critical/Premier Field Engineer Microsoft Japan
One of the primary reason for doing virtualization is consolidation. Every Virtualization deployment is different from Hypervisor version to hardware and currently existing running workload.
If your CRM is a business critical application (Tier 1 applications) none of the following resources should be starved, throttled or saturated:CPU, Memoryand disk for optimal predictability of your environment. As a result several best practices must be
in place:
SQL Server “Lock Pages in Memory”
should be set. This means that:
The virtual machine’s memory reservation should also be set to match the amount of the provision memory
SQL Server “Max Server Memory” should be set accordingly and based on your SQL Server needs.
There is a need to identify if your CRM environment is either having one of these top 3 resource contention you may refer to the: “Performance Troubleshooting for vSphere 4.1” guide: http://www.vmware.com/resources/techresources/10179 there is a “Troubleshooting Flow for a VMware ESX Host”.
As we can see above if your application is business critical you may want to consider having a “Premium” Virtualization plan where:
CPU +Memory shares are set to high & memory is fully reserved.
As a result if your CRM is a business critical application (Tier 1) all the above best practices should be in place and the virtualization environment should meet based on your SLA these needs.
When considering deploying CRM in a virtualized environment we strongly suggest having this discussion with your infrastructure team: can we have such a “Premium” plan? In the case that the existing environment does not provide such plan, either it can be added or evaluating a physical deployment should be considered.
It is a fact that Dynamics CRM is an OLTP application, and that it’s performance relies heavily on how well the back end database (SQL server) is performing. A major component in the performance matrix is indexes. They have to be well defragmented, you should have the needed indexes to optimize query performance (missing indexes), and you should not have idle indexes that have more writes than reads (redundant indexes).
Adding missing indexes
The Missing Indexes report/query has very favourable effect on performance although it has limitations. (Limitations of the Missing Indexes Feature) But it recommends very effective indexes based on the actual usage and queries that SQL server receives from your end users,
Removing redundant indexes (editing / removing the OOB indexes is not supported!)
Be careful not to create too many indexes, which can affect the insert and update performance. Balance indexing needs according to business requirements, indexes that have a lot of writes and no reads (or very few) are not efficient and are considered a burden to the system (redundant indexes). So it is a good idea when working with missing indexes to give it some time (depending on your operations cycle maybe a month) and off set them against a redundant indexes query. However, please remember removing or editing OOB indexes is NOT supported.
The famous question is, how do I know the OOB indexes from newly added indexes, The MS content team has recently added new content to shed more light on OOB indexes, but I’d say your best guard is to fully document your indexes and make sure you have proper naming conventions.
The indexes that are created in a Microsoft Dynamics CRM organization database are designed to provide fast retrieval of commonly requested data from tables and views stored on a SQL Server. Here are a few characteristics for the indexes that are created in a Microsoft Dynamics CRM organization database.
Depending on the version and update applied, a Microsoft Dynamics CRM organization database without any customizations or installed solutions (out-of-box database) has between 1,000 and 1,600 total indexes.
Later versions of Dynamics CRM have more features and, subsequently, more database objects such as tables and indexes.
At least five new indexes are created whenever you create a new entity or reference a new column in a quick find.
Installing a solution increases the number of total indexes.
How to get a list of all indexes stored in an organization database?
To get a list of all indexes, run the following sample SQL query against the organization database.
FROMsys.schemas s JOINsys.tables t ON s.schema_id=t.schema_id
JOINsys.indexes i ON t.object_id=i.object_idLEFTOUTERJOINsys.objects o
ON o.parent_object_id=t.object_idAND i.name=o.name
WHERE i.name isnotnull
For an approximation of the out-of-box indexes in an organization database that corresponds to a specific version of Microsoft Dynamics CRM, select from the links below to an Excel worksheet that contains a list of indexes.
We're proud to announce that all packages for Microsoft Dynamics CRM 2016 Update 0.1 (Update Rollup 1) were released February 21st, 2016 to the Microsoft Download Center! These 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:
Here's the "Master" Microsoft Dynamics Knowledge Base article for Microsoft Dynamics CRM 2016 Update 0.1: (KB 3133963). 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
During the week of Mar. 1st, 2016, Greg Nichols and Ryan Anderson from the Microsoft CRM Premier Field Engineering Team will provide information about:
The release of Microsoft Dynamics CRM 2016 Update 0.1
New fixes made available in Microsoft Dynamics CRM 2016 Update 0.1
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. To download the podcast audio file, right-click here, and choose to save the link location or file locally.
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 "CRM Update Rollup and Service Pack Collateral Page"
An updated Unified Service Desk for Microsoft Dynamics CRM (Build 2.0.1.426) has been released. See the following Microsoft Download Center webpage for download details:
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 point 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
The Microsoft Update detection / installation process
Note: Microsoft Dynamics CRM 2016 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
Please review Jon Strand's 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, which also applies to CRM 2015 Updates for these CRM components:
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 Update 0.1 Prerequisites:
Essentially the prerequisites listed in the Microsoft Dynamics CRM 2016 Implementation Guidedownload or Online TechNet for the various CRM components serviced
Issues resolved via Microsoft Dynamics CRM 2016 Update 0.1:
Microsoft Dynamics CRM 2016 Update 0.1 contains fixes for issues reported by customers or discovered via internal testing.
Fixes released via Microsoft Dynamics CRM 2016 Update 0.1:
Creating a new Knowledge Article record doesn't respect changes made to Auto Numbering configuration
Importing new Knowledge Article translation using Import Data Wizard reports failure within Data Import job
Applying an Email Template shows an error and the Template is not applied when unresolved email address is given in the "TO" field of an Email Entity IC Form
Lookup on "TO" field of the Email Entity IC Form doesn't show the "..." and cross symbol for recipients with long Full Name
Clicking "Discard Changes" while navigating away from Email Entity IC Form blanks out Owner Field and doesn't navigate back to Entity Grid
Forwarding an email with attachment from Email Entity IC Form doesn't show the Attachments
Adding existing Process to a Dynamics CRM 2016 solution fails with error message
OrderOption and SetReportRelated SDK message take collection of integers as parameter fails with internal server error
Switching Browser zoom levels results in improper rendering of multiple pie charts in Interactive Service Hub
In the Interactive Service Hub, the Edit properties (ellipses) button on an Interactive Dashboard Stream is misaligned
In the Interactive Service Hub, the Global Filter doesn't show the selected values for Lookup Filter
New button is available under Solution Components -> Dashboards even when User does not have Create Privilege on System Form
In the Interactive Service Hub, the records shown in Dashboard Streams for Entity Dashboard are not in sync with Records shown on Entity Grid
In Interactive Dashboards, the on hover tool tip covers the clickable area of the Column Chart bars, not leaving space to click the bar for filtering
In the Interactive Service Hub, deactivating a record from IC Form doesn't refresh the Command bar to show the actions available for a deactivated record
In the Interactive Service Hub, clicking the MRU icon doesn't show recently used Views
Resolving or Reactivating a case from IC Case Form doesn't refresh the Remaining Terms value in the Entitlement Sub-grid
In the Interactive Service Hub, the Activity Status is not auto locked in the Activities IC Form after creating a new Activity
In the Interactive Service Hub, the "Quick Action To Case" from Timeline throws script error for a custom Activity
Corrected spacing in Timeline when using Unified Service Desk
Removed additional white space in the reference panel for Unified Service Desk
In a Lookup you are unable to select multiple records for Add Existing when using Unified Service Desk
When accessing a record from a View from Unified Service Desk, the Previous and Next buttons are not displaying based on the view
When using Firefox, a Quick Create is not possible for an Entity Record when the record values match a duplicate detection rule condition
When accessing a form containing an Entitlement sub-grid, the error "Restart App error message shown for Entitlements sub-grid when contact or account has no entitlements associated" occurs using Unified Service Desk
When using Unified Service Desk, if a View of a Queue has more then 10 records, the additional records are not present
Sorting is not working properly when sorting alphabetically on a view using the Unified Service Desk
Start Time and End Time are not pre-populated when a new Appointment is created using Unified Service Desk
After removing Read Access for an entity, the user does not encounter an error when navigating to the entity records
After saving a newly created Appointment, the Status Field is not locked
Record Navigation in IC forms is not functioning after selecting previous or next
After selecting a date from the date picker, the date picker remains when using Unified Service Desk
The Interaction Wall will now show a message when no matching records are found
Creating a related activity from IC wall doesn't map all the data from the parent record to the activity
Multiline fields are aligned differently than other fields
Field Label and Value spacing was corrected
Sub-grid styling is not proper in Lookup More Records dialog in the Owner Field
Replaced .Net Data Contract Json serializer with Newtonsoft JsonSerialzer for complex types
Web resources in a collapsed tab loads when opening a CRM Form
The checkbox does not remain checked after selecting the Change Tracking checkbox in the Position entity, and saving
An error occurs when attempting to delete a potential duplicate from the Duplicate Detection dialog
Unable to convert Activity to Opportunity with Quick Campaign in Regarding field
After creating a new Business Process Flow and saving, when opening the form a second time, the word "instellen op" is displaying for all languages in the Action Field
The Business Process Flow is not displayed for the Accounts which are created through the SDK process (Dialog)
In Chrome or Safari, the Business Process Flow textbox Steps value does not have proper styling
Prevent grids from refreshing when loading an Opportunity Form with a Product Suggestion flyout when FCB is off
Download CRM for Outlook button does not initiate the download in the Apps for Dynamics CRM page
CRM app for Outlook encounters the error "You can't view this type of record on your device. Contact your system administrator" in Windows 8.1 Phone
Mailbox getting reset to Not Run after adding the CRM App for Outlook
CRM app for Outlook redirects to an authentication page that is blank in Internet Explorer 11
Included OwningBusinessUnit in the indexes for OwnerId
Indexes were created on entity tables for ModifiedOn to optimize deletions
Office Graphs are now disabled using SharePoint Server Based Integration from CRM Online to SharePoint On Premises
Corrected label wrapping on Pie Charts
Quick create for Appointment activities are not working
No Data is shown in dashboard for Entity "QueueItemDetails" when FilterBy is selected as "Entered Queue"
The custom field is not displaying properly in a custom entity, and the tool tip is not displaying completely when using Firefox
The Status Reason does not appear correctly for a new record when using a custom Status Reason, and setting it as default
Recent Cases sub-grid is displaying blank initially until the grid is refreshed
Reference panel disappears when hovering on General and Timeline section of the Contact Form using Chrome
When attempting to open a deleted task, the error "The record is unavailable" occurs, and after selecting Ok, a customized event error occurs
All records for custom queue are not showing up in stream of dashboard when using Unified Service Desk
When using the Microsoft Dynamics CRM app, the Notes content is not shown upon clicking "Edit Note"
Corrected performance issue when selecting the Lookup for Set Regarding using Unified Service Desk
Delete icon is displaying in the middle of the row when the column is resized in the Recent Cases grid when using Unified Service Desk
Lookup More Records "Add" command is failing when attempting to add a relationship for a child Case
In Unified Service Desk, the tooltip is missing for Case Title in Tile View of Tier-1 dashboard
The dashboard is refreshed with stale data on deactivating/activating the Account on Active Account stream in dashboard using Unified Service Desk
The My Active Cases stream count of cases does not change after deleting a Case from the dashboard using Unified Service Desk
When navigating to Queues in Unified Service Desk, a Query Builder Error occurs
Date Time Charts showing X-axis labels for periods that do not fall within the selected date range
When viewing Charts in the Unified Service Desk, there is a visual defect in the Legend Navigator of the Pie Chart with the Up and Down arrows
Resolve by is not rendering properly after expanding all nodes of the dashboard global filter using Unified Service Desk
Routing rule to route to the queue is being applied to cases after selecting Save, or Save and Close
Date and Time filter will now show Field name
Interactive experience related metadata should be moved on the Entity Customization UI page
Performance issues upon selecting next stage of a Business Process using Unified Service Desk
If the location of C360 quick view form is changed on the screen it starts displaying, it will display like a normal quick view form rather than showing a C360 UI
Searching for related articles shows search control on top of label as opposed to below
Unable to clear out the Subject Field in the Business Process Flow and Summary section using clear button(x) in the Subject Field
X axis values not displayed for Line Charts
The horizontal scrollbar is visible, but the vertical scrollbar is hidden on the Tier 2 dashboard using the Edge browser
Convert to Case does nothing when Single Activity is selected from the Activity Grid, and "To case" is selected using the Unified Service Desk
In Unified Service Desk, an error in a Business Process Flow shows up at the bottom of Stage or Step area requiring scrolling
Business Process Flows on Knowledge Management Forms do not span the entire width of the Form
Whitespace on the lookup value does not trigger editing experience
Child Cases sub-grid does not appear correct on a child Case Form
The UI becomes unusable after disconnecting and reconnecting to the network using Unified Service Desk
Under Account or Contact, when selecting any page view, the entire Search control shifts using Unified Service Desk
A tag or column will not appear correctly on Tier 1 or Tier 2 dashboard when top X items rule is applied on the Chart using Unified Service Desk
Convert rules do not work for any Activity other than Email
An error is thrown while scheduling a Service Activity and the Service Name is also getting changed while using Firefox
No action occurs when selecting + in the sub-grid for Quote Product on the Quote Form
When adding a record to the Competitor sub-grid, the error "More than one element was found with tagName = TBODY" occurs
Duration control is not auto-mapping Activity into a case
Unchecking of "All Entities" in the Activity Feed filer for the first time is not working. When an activity tab is clicked twice, all activities in the social pane are becoming invisible and not displaying in the pane, even though "All Entities" checkbox is checked
Unable to edit the recurrence pattern of a CRM recurring appointment, as the "set recurrence" page is not loading
Within the notes section on Marketing Lists, the "attach" and "done" buttons are not visible or viewable
A filter created on a custom activity in the Activity Filter is not being saved
Date Picker is not visible in Quick Create Form
Text in the welcome screen is not localized for Serbian Cyrillic
Upgrade to CRM 2016 failed with "Object reference not set an instance of object"
Time is not being displayed properly in a Type: "Date and Time" field
Cannot import component Entity: "The publisher of the solution that is being imported does not match the publisher of the solution that installed this component"
WebApi OData V4 Endpoint - RetrieveMultiple of 10000 Activities is timing out
Disaster Recovery URL's generate errors from Web API
Cannot create related records for self-referential relationship using Deep Insert
FetchXml with an inner join returns null values from a joined entity
For single valued navigation property name, the navigation property is not being returned on $expand (if it is null)
Performance improved by optimizing the functions, as we are not caching the SelectExpandNode for saved query and Fetch XML retrieve scenarios
The Upgrade Action for UpdateDateTimeAttributes does not run correctly in CRM 2016 when you upgrade from CRM 2015
Import and Upgrade of CRM 2015 database hangs during prerequisite checks of Deployment Manager
Search records MetricType view column is displaying "True" or "False" when it should display with amount
Invoking search status API URL in browser is returning error "Cannot deserialize the current JSON object"
IsRetrievable property not reflected properly after deployment. Should set the default value to IsRetrievable = 0, but instead it was set to 1
MetadataXmlValidator does not thrown exception if an attribute cannot be retrieavble or searchable and is currently marked true in xml
Fixed spacing between paragraphs on the first run experience to be equal and consistent in SharePoint integration
When setting up Server-Based SharePoint integration and selecting the location dropdown, there is only one location to select rather than automatically selecting the location by default
On Opportunity Product, the override price keeps reverting back to the default amount rather than setting to the modified price
The auto created activity for "Quote won" on related opportunity activity wall shows as "Quote won ({0}) - {1}"
Receiving script error when opening email records while using the Dynamics CRM Application
New Active Directory Authentication Library is not referenced correctly
Creating a user in a time zone that uses Daylight Saving Time is not adding the day light savings offset
Signing in with a user with no roles, navigating backwards and then signing in with a valid user, the system hangs on the user education page
The Windows 10 application fails application validation with the error: "Restricted namespace found"
Unable to find the Draft Records in Draft View when the records are created offline]
Android will not connect to servers using GeoTrust SSL certificates
The "Add New Activity" and "Add Existing Activity" buttons are not displayed for Calendar view
Relationship Tile area disappears upon refreshing a form on any record
The "+" symbol beside a simple list on a record disappears once a user kills and reopens the app
The "and" text does not appear localized in Families and Products page under Product Catalog
Opportunity close activity shows up as an activity but no details are visible
Unified Service Desk 2.0: Invoking a DoSearch Action Call to perform a search is resulting in $Return Replacement Parameter not being updated
Slow performing query on Case research control in Incident Form as the number of resolved cases increases resulted in adding index on incident0".ModifiedOn desc to improve performance
Outlook Ribbon Locks and Hangs, and the ribbon isn't updated when a folder switch navigation fails
Text is truncated in the dialog of Add Contacts to CRM in Outlook
Unified Service Desk daily automation is failing in main branch as the Microsoft.Xrm.Tooling.CrmConnector.Powershell.dll is upgraded to Dynamics CRM 2016 version because the XRM SDK .dlls still reference the Dynamics CRM 2015 Update 1 version
Service Calendar error when changing the view to "team members"
Export to Excel button in Marketing List, Associated grid of Campaign ,and Campaign Activity is throwing an error
Issue with document location when mapped with existing document location prefix
Dynamics CRM 2016 Upgrade failed with error message: "Value cannot be null. Parameter name: path"
A Query Build Error occurs when using a filter based on Cross Entity Attribute Charts on the Dynamics CRM App
Added Timezone for North Korea
Exporting the default solution will include unmodified sub components
Filtered view hierarchical security should be defined at customization time
An error occurs when attempting to export an Unmanaged Solution
Scroll bar is displayed for empty Social Pane
Text is shown in a single line for the Description field in Close as won, or lost dialog
Violation of PRIMARY KEY constraint error on temp table 'dbo.#SyncEntryIds'
Feedback attribute creation fails if survey has more than 40 questions
The value in response conversion in survey response to feedback section is not retaining to any value except surveys and sub-surveys
Error on saving Forms with Currency fields that are empty
File open error for Excel Template Case Summary.xlsx
Unable to add a condition for a Response Mapping under a survey
WorkflowWaitsubscription blocking due to select count(*)
When long text is given in Description field in Close as won/lost dialog, the text is shown in a single line in non-English organizations
Actions are not reflected in the Dynamics CRM App as per the created Business Rules in web client
Opening a non primary Record from Entity Grid throws Record Not Available Error
Grid actions are not loading in Documents grid
A script error occurs due to an unsaved Note on a Form
Unable to close Date / Time selector in Entity Form and Field remains in edit mode
Field permissions are not applied in the Dynamics CRM app for the Phone Field
After performing a publish on a custom Entity (not publish all), DataSet Custom Control configurations are lost for other custom entities after metadata sync
Image web resources included in by default collapsed tab are not displayed when tab is expanded
Record Navigation is not shown when the Queue item is opened by double clicking
OnReadyState event not fired as expected for iFrame control
View name is not displayed for a simple list on a dashboard which is configured as a Calendar control
Unable to attach a file in Notes when using the Dynamics CRM app on Windows Phone 10
Able to add more charts than specified in layout for single/multi stream dashboard
Labels are missing for Dataset Custom Controls in Dashboards
Solution cache corruption causes login to fail when YammerEnabledActivityFeeds Solution installed
When opening a URL the capitalization in the URL is converted to lower case
Default solution import fails on missing SecurityRole ID
"Created on Date" is now a string that can be more easily differentiated from "Created On"
Outlook Client Performance Issue over Latent Networks with Expect100Continue
Adding an existing process to a Solution created in Dynamics CRM 2016 fails with error
Add Required Components for a Solution does not add required Child Reports
Auto-create doesn't work for Office Groups if the group wasn't created in Office
Queued items are not showing up Service -> queues grid
Update fails with error "Violation of UNIQUE KEY constraint 'UQ_LocalizedLabelCheck'. Cannot insert duplicate key in object 'MetadataSchema.LocalizedLabel'. The duplicate key value is (2ec08938-4992-4404-8190-6ce561573735, description, 1041, Jan 1 1900 12"
Any Plugin or Workflow activity that includes the line System.Diagnostics.Trace.WriteLine throws a Security Exception
Internet Explorer throws a security certificate alert when the Dynamics CRM application loads
Process flyouts are not displaying correctly under a particular stage of business process flow in cases
Getting error messages for Social sharing in survey runtime
For Queue items, release action does not change the worked by field, even after pressing grid refresh button
Pagination is not showing the correct amount of records for each page
Xrm.Tooling doesn't work in Azure Apps
The clear filter is not working when four filters are appiled on Visual filters for Activity Dashboard
After upgrade, the out of the box Knowledge Manager Role is unmanaged
With the iPad Pro, Horizontal Scrolling will sometimes not function correctly
A solution that contains a reference to the newly introduced TimeLine control cannot be imported into a CRM 2016 Server
A user is unable to proceed further when using captcha = yes and the response required for the question = yes when the user entered only captcha and clicked on Next
The activities view label is misplaced and the search result values are overlapped by the grid header in the Edge browser when a subgrid is inserted in an IC form
Text wrap breaks words at disallowed break points and not in between words
The ToolTip of Translations and prepare client customization is not localized
An item without a Label value causes the next item to be rendered with a horizontal displacement (indented) from other items
The year in the About page is displayed incorrectly
Support for new technologies provided by CRM 2016 Update 0.1:
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.
Microsoft Dynamics CRM 2016 Update 0.1 provides no new support for technologies, though CRM 2016 RTM does. Consult the Microsoft Dynamics 2016 CRM Compatibility List to identify newly-supported technologies.
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
We're proud to announce that all packages for Update Rollup 4 for Microsoft Dynamics CRM 2013 Service Pack 1 were released on Monday, February 22nd 2016 to the Microsoft Download Center!
The Update Rollup 4 packages for Service Pack 1 should appear on Microsoft Update in Q2, 2016.
Update Rollup 4 for Microsoft Dynamics CRM 2013 Service Pack 1 Build number:6.1.4.0145
Here's the "Master" Microsoft Dynamics Knowledge Base article for Update Rollup 4 for Service Pack 1: (KB 3122951).
Going forward, the plan is for the Master Knowledge Base articles for CRM 2013 and CRM 2015 Updates to be published a bit in advance of release to aid planning.
Podcast
During the week of March 7th, 2016 Greg Nichols and Ryan Anderson from the Microsoft CRM Premier Field Engineering Team will provide information about:
The release of Update Rollup 4 for Service Pack 1 for Microsoft Dynamics CRM 2013
New fixes made available In Update Rollup 4 for Service Pack 1 for Microsoft Dynamics CRM 2013
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. To download the podcast audio file, right-click here, and choose to save the link location or file locally.
For pointers to download locations, release dates, build information, and CRM Premier Field Engineering blogs and podcasts for all Microsoft Dynamics CRM Updates, visit the "CRM Update Rollup and Service Pack Collateral Page"
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 Dynamics CRM Premier Field Engineering can help you with using the CRM Performance Toolkit with CRM 2013 or CRM 2015
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 ("Out of Box") functionality or customizations done from within the UI
Note: Microsoft Dynamics CRM 2013 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
Please review my former teammate Jon Strand's 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, which also applies to CRM 2013 and CRM 2015 Update Rollups and Service Packs
Issues resolved via Microsoft Dynamics CRM 2013 Update Rollup 4 for Service Pack 1:
Microsoft Dynamics CRM 2013 Update Rollup 4 for Service Pack 1 contains fixes for issues reported by customers or discovered via internal testing.
Fixes released via CRM 2013 Update Rollup 4 for Service Pack 1:
An Invalid Parameter Error occurs in Dynamics CRM for Phones and Dynamics CRM for Tablets for sub-grid views with Related Entity columns
"Duplicate Key" error in importing solution in upgraded organization
Using Server Side Synchronization bulk Test and Enable for over 100 users Mailboxes fails with the error "EndGetResponse can only be called once for each asynchronous operation"
The process of marking an activity as complete times out after the activity was created when accessing CRM via the outlook client using Claims Based Authentication
Deleting Quote Products from the entity navigational area of a Quote form does not trigger recalculation of the price of the quote, so clicking Activate can lock in an incorrect price for the quote
Subgrid view sorting arrow is not pointing in the correct direction
The error, "dialogArguments is undefined" occurs when attempting to delete SharePoint Sites if the site has thousands of child Document Locations
After importing a Solution to an Organization with a custom Default View to an Entity that already has a Default View you will see 2 Default Views for the entity
With Dynamics CRM Formats set to Czech you receive an error message when a Service Activity is scheduled: "The Specified date format is invalid or the date is out of valid range. Enter a valid date in the format: d/M/ yyyy"
If you insert multiple email addresses that are separated by semicolons in the TO: line of a mail activity, the email addresses isn't resolved. Instead, you receive a notification: "We found more than one match."
Throwing a Business Process Exception from a plugin will only respect one of the line breaks, not multiple, making formatting difficult
There are three wrong translations in the notes section of the activity pane of German CRM 2013 that are misleading to the users: 1. "Insert note" which is translated to "Knoten eingeben" (translated back it comes out as "Insert knot" or "Insert node" as in "XML node"). Expected: "Notiz eingeben." 2. The "done" button is translated to "abgeschlossen" ("closed" in English). Expected: "Fertig." 3. The "Delete Note" button has the German translation of "Diese Rolle l'schen," which means "Delete this role." Expected: "Notiz L'schen."
When a team-owned record is reassigned, the inherited shares to the owning team are revoked. This revocation doesn't occur when user owned records are assigned a new owner
Creating large numbers of access teams and adding users to them asynchronously can cause slow performance
When users use 'http://mycrm/myOrg/main.aspx?etn=accountandpagetype=entityrecord' to open a form to create a new account, and then save the new record and go to related activities, the header link to "Return to Form" returns an empty form to create a new record instead of the form that contains all the information of the record that was just created
After you upgrade to CRM 2013 Service Pack 1 Update Rollup 1, you receive this error message when you run scheduled reports: "Details: Could not load file or assembly 'Microsoft.Crm.Reporting.RdlHelper, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35' or one of its dependencies. The located assembly's manifest definition does not match the assembly reference."
UTC dates are treated as local when you update records via JavaScript REST
Managed Business Process Flow solution cannot be removed after they are updated by using another solution
When you select "Don't show me this again" on the navigation tour welcome screen and then you clear the cookies in the Internet browser, the navigation tour returns. An option to disable the navigation tour welcome screen was added to OrgDBOrgSettings
The schedule conflict warning message was changed in CRM for Outlook
In Dynamics CRM for Phones, and Dynamics CRM for Tablets an error occurs changing the sort order on a view that has two sort conditions
Data slugs are deleted when saving a template
Recently viewed items are not removed for deleted records when the record is deleted by another user
If a field is created or updated on a custom entity in a version of CRM 2013 SP1 or greater it temporarily disables Entity Auditing
You can't save a check condition or wait condition step if a lookup condition exists on the step
Address information is removed in CRM for some contact records for users who use the CRM for Outlook Client
Images are specified on custom Navigation links are visible in the form designer but are not displayed in the CRM form UI
A recurring appointment in Outlook gets corrupted if the subject of the tracked recurring appointment is updated on the CRM server
When you save a new case by using the SLA feature, you receive this error message:
TimeTrackingCacheLoader Operation encountered some errors {0}, see log for more detail
If a workflow is created for Appointment creation, and a reoccurring Appointment is synchronized from CRM for Outlook, a duplicate appointment (not another instance of the recurring appointment) gets created in Outlook
A duplicate record error occurs when you save a custom entity
Workflow Designer fields are reset to null after UR2 is installed for hidden custom fields
You can't configure the CRM 2013 Client for Outlook. You receive this error message: "07:55:01| Error| Exception : |NativeError:621a HResult 80040e17 Message: File already exists. Try using a different database name. [ File name = \AppData\Local\Microsoft\MSCRM\Client\MetadataCache-487f5ce3-2487-4b3c-9fd0-cf4d35960949.sdf ]"
Dates in the notes title get automatically parsed to UTC format causing confusion to users
Error synchronizing appointments from Exchange to CRM if they are owned by a team
Remaining terms of Entitlement modification, because of case closure doesn't get tracked in the auditing
When adding Marketing Lists from a sub-grid on the Contact entity form in the Microsoft Dynamics CRM Client for Outlook, users get the following script error: "{CrmScriptErrorReport} {ReportVersion}1.0{/ReportVersion} {ScriptErrorDetails} {Message}Object expected{/Message} {Line}1{/Line}"
Daylight Savings time corrected for Egypt
When a customer creates an email activity or tracks an email message that contains HTML content, and that content includes STYLE elements to apply CSS to the HTML content of the email, the style information is inherited by the rest of the form in which the email body content is displayed. This can occur on the email activity forms, or when viewing the Activities tab on the Social Pane
Custom Activity metadata error, 'sendermailboxid' field appears flagged as a custom field
Yammer default Group ID is ignored on Entity pages
Clicking "New+" button opens the previously created record form
Clicking "New+" button causes command bar to disappear
Solution Import with Custom Action fails. This indicates that the SdkMessageId does not exist
Outlook crashes during CRM MAPI store when it queries CRM metadata
Invalid Argument when you navigate to a view that has a related entity lookup
After you install Update Rollup 3 for Service Pack 1, the form shifts to the right (to the right margin of the lookup list) when you click a lookup in a form if the UI is set to Hebrew
IIS logs showing many HTTP 500 error messages because the MaxCachedCookies parameter is set to the maximum value of 1,000
"Duplicate record" error occurs when you change a newly created record for an entity that has a "N:N" relationship
Custom Fields are disabled in Firefox
When you create a Case Creation Rule by using the Slovak MUI, you receive an "Input string was not in a correct format" error message
Appointments that are tracked by delegates on a user's calendar do not synchronize to CRM
Alert messages appear in the the user's Mailbox record if the e-message mail that is trying to synchronize does not have a Sender
The error System.ArgumentException("An item with the same key has already been added.") occurs and causes Outlook to crash after opening the application
When you update the database, a failure occurs stating: The correlation name 'IsMapiPrivatePLTable' is specified multiple times in a FROM clause
Grid view is not working after using the back button, or navigation in Safari
Outlook crashes after you navigate to a Dashboard in CRM for Outlook
When attempting to assign a Rollup Query the error "An error has occurred. Please return to the home page and try again." occurs
The sharing privilege "Opportunity Sales Process" does not get synchronized when going offline. This only happens when the Read privilege for the Process entity is not set to Org Level Access (Default)
The header lines are no longer all on one line for view columns after you update to CRM 2013 SP1 UR3
A report is not displayed in a non-default organization with the internal ADFS URL
Access Denied Permissions dialog does not appear on Save in Chrome browser when you try to edit notes that are owned by another user
Users cannot view asynchronous workflows for Quotes Orders and Invoices when they look for "background processes" in the navigation area of the record relationships
If two or more entities have parental relationships with the same entity, deleting that parent record will cause a Foreign Key Constraint error in SQL Server
SLA Timer on cases showing an incorrect time for a non-English locale setup
Dynamic Marketing List members are no longer displayed after you modify the subgrid on the form
When you add a phone call to an account from a subgrid on the Account form, the "call to" and "regarding objects" fields are not pre-populated
The list of activities is not populated on the Social pane because of email activities that are incorrectly formatted as HTML
The error "User Id invalid" occurs during a call to AddUserToRecordTeamRequest
After you set Set Regarding to an Opportunity, and then you track the email message by using CRM for Outlook, the message is tracked, but the Set Regarding value is removed
Graph does not appear correctly with Fiscal Period setting other than yyyy/01/01
File names are truncated when downloading a file with a Japanese name from Annotation
Inline dialog does not display correctly in CRM for Phones Express
Running a workflow that was created to update the To, From, or Subject field results in the e-mail body getting removed
Users have to select the lookup icon twice if the field being selected does not have focus
The Due Date attribute in not available on the Add Phone Call Quick Form on the Social Pane in Microsoft Dynamics CRM
When you configure a CRM for Outlook client on a Terminal Server, if there are other CRM for Outlook clients you may encounter performance issues when starting the configuration wizard
An email activity including HTML Information can corrupt the entity form when selecting the "Activity Wall"
Creating large numbers of Access Teams and adding users to them asynchronously can cause slow performance
Xrm.Page.getAttribute("modifiedon").getValue() returns Invalid seconds data
A display issue may occur when navigating between pages in the grid of a dashboard
When making WCF requests using Claims Authentication, the performance of the CRM server is affected as only one or two threads are being processed at a time
Insert Template does not apply the template to the record, and it needs to be selected a second time before being applied
You can't open records from a grid after you navigate to a record and then return to the grid by using Safari for iOS
The Pipeline Phase (stepname) field is blanked out when an Opportunity is reopened
A data source that contains a comma and a port number causes the organization creation to fail. That is: SQL AlwaysOn
Command bar is missing or not working when opening a chart and moving pages
When running FetchXml based report with a linked entity, you may receive an rsProcessingAborted exception
Two option field type causes an unexpected behavior when formatted to use the "check box" layout
When using mail merge in CRM 2013 Service Pack 1 Update Rollup 3 attachments are stripped for subsequent recipients and a message is shown
HTML codes appear in notes with special characters
Opening a recurring Appointment that has been shared with you by another system administrator generates the following error: SecLib::AccessCheckEx failed
An e-mail fails to promote due to a "Bad Conversation Index" error
Messages that are relayed to Exchange and are processed with the forward mailbox will fail and be moved to the undeliverable folder if they are DKIM verified
Email messages that contain ConversationIndex values that do not follow MAPI standards are not promoted in CRM 2013
A JavaScript error occurs when displaying the print preview of a new record with subgrids
Realtime workflows cannot change CustomerIdName
Export to Excel does not align RTL in Hebrew UI
Secured fields being shared with a team having read and write access do not display the value
Messages that are relayed to Exchange, and are processed with the Forward Mailbox that are DKIM verified will fail and be moved to the undeliverable folder
Deleting a Process from a Managed Solution Orphans the process labels, preventing you from installing the same solution again in the future
Annotations are overwritten
Unable to enter the Polish character "?" in the "To" field of an email message created in CRM
Users belonging to more then 250 business units cannot load dashboards because of query performance
DataExported to Excel cannot be re-imported if you have duplicate lookup values
CheckPrivilege error when trying to activate a Business Process Flow
Russian Time zone dates show incorrectly in filtered views
During an Export to Excel, zero values for money, or decimal fields are not getting exported
During an Export to Excel, the time segment is not displayed when exporting DateTime fields
Duplicate attributemask values within the same entry cause an Unexpected Error when opening Audit History
Daylight savings time corrected for Turkey
Notes containing Japanese characters do not get decoded
Email messages get stuck in the Outbox if a user has more than one email account configured in Outlook
An error message occurs when an email message is saved and closed: "Unable to get property 'keydown' of undefined or null reference"
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 2 will contain all fixes previously released via Update Rollup 1 as well as fixes newly released via Update Rollup 2. So if you install Update Rollup 2 on a machine upon which you previously installed no Update Rollups, you will need to manually enable any desired fixes for Update Rollups 1-2:
Update Rollup 1: no updates requiring manual configuration
Update Rollup 2: no updates requiring manual configuration
Service Pack 1: no updates requiring manual configuration, but some new features need to be enabled by a CRM Server Administrator
Go to Settings > Administration and then click Install Product Updates
Service Pack 1 Update Rollup 1: no updates requiring manual configuration
Service Pack 1 Update Rollup 2: no updates requiring manual configuration
Service Pack 1 Update Rollup 3: no updates requiring manual configuration
Service Pack 1 Update Rollup 4: no updates requiring manual configuration
Microsoft Dynamics CRM compatibility with technology stack components: Web browsers, Windows Client and Server, Office, .NET Framework, and more
When appropriate, Microsoft will release enhancements via future Microsoft Dynamics CRM 2013 Update Rollups, Service Packs, or new major version releases to assure compatibility with future releases of these products. This compatibility matrix is updated via this Microsoft Knowledge Base article: Microsoft Dynamics CRM Compatibility List.
Greg Nichols
Senior Premier Field Engineer, Microsoft Dynamics CRM
It's important that we integrate Microsoft products together with 3rd party identity providers. This allows us to execute on our mission to empower everyone on the planet to do more and achieve more. Understanding how we use federated identities to connect users with CRM services is critical to achieving this. This post will detail the requirements for connecting Dynamics CRM with CA Single Sign-On (SSO), formerly SiteMinder. We use ADFS as an intermediary, as CRM supports it out of the box.
To start things off, you first must configure Dynamics CRM in an IFD configuration. This enables CRM to authenticate users based on claims authentication. Follow one of the many configuration guides to configure CRM to authenticate to ADFS using Active Directory. CRM relies on ADFS using the WS-Federation protocol and supports SAML based tokens. A CRM deployment can only be attached to one method of user authentication. If we configure CRM to authenticate to ADFS, we can then enable ADFS to authenticate users from multiple identity providers. Your Relying Party Trust for CRM in ADFS should pass through PrimarySID and UPN, while issuing WindowsAccountName as a Name claim. For example:
Once you successfully authenticate users to CRM via ADFS using the Active Directory Claims Provider Trust, establish a partnership between ADFS and SiteMinder. This requires creating a Claims Provider Trust (manually) for SiteMinder in ADFS, specifying the service URL (SAML 2.0 endpoint), and importing the token-signing certificate. In this scenario, I used SSL connections on port 443 for both ADFS and SiteMinder endpoints, so I did not enable encryption of the SAML assertions. Your configuration may vary.
In my customer's configuration, SiteMinder issues a NameID claim (assertion). Add a custom claims rule to the SiteMinder claims provider trust to pass through the NameID claim:
It's important to note that the predefined pass through rule in ADFS for NameID didn't work for me. It requires you to specify the NameID format, while the above custom rule just issues the claim with the same type that it comes in with. Now that we have a claim rule to pass through NameID from SiteMinder, open the claim rules for your CRM Relying Party Trust. There are only two claims that CRM requires. You must issue a UPN claim [http://schemas.xmlsoap.org/ws/2005/05/identity/claims/upn] and a Name claim [http://schemas.xmlsoap.org/ws/2005/05/identity/claims/name]. PrimarySID is optional and not required. The UPN claim must be in the standard UPN format of 'user@domain.com'. For the Name claim however, CRM doesn't actually want the user's name (Display Name/Common Name). It is looking for a claim value in the format of 'DOMAIN\User', similar to WindowsAccountName or sAMAccountName. So again; the claim must be of type Name and the claim value must be in a 'DOMAIN\User' format.
Add a couple of custom rules to transform your NameID claim into something that CRM will accept. For example:
So in this example, if your NameID claim value was '1234567890', then you would be issued a UPN claim with a value of '1234567890@contoso.com'. You would also be issued a Name claim with a value of 'CONTOSO\1234567890'. To complete the configuration in CRM, login with an Administrator account via ADFS/AD and manage users. Add a new user with an account name of '1234567890@contoso.com', using the proper format for your environment. Clear your cache and/or open an InPrivate copy of your browser to test with. Once you visit your CRM Organization page, you should be redirected to ADFS and presented with Home Realm Discovery. Select your SiteMinder IDP and authenticate. After successfully authenticating, you should be redirected back to ADFS, and then CRM logging you in successfully.
Troubleshooting: Depending on your environment and configuration, you will likely need to review Event Logs in CRM, Event Logs in ADFS, logs for SiteMinder, and most importantly, use Fiddler to trace down issues with this configuration. One issue we faced was that after the partnership was established, ADFS would throw the following error:
System.Xml.XmlException: ID4262: The SAML NameIdentifier 'SAML2_IDP' is of format 'urn:oasis:names:tc:SAML:2.0:nameid-format:entity' and its value is not a valid URI.
at Microsoft.IdentityModel.Tokens.Saml2.Saml2SecurityTokenHandler.ReadNameIDType(XmlReader reader)
This was solved by changing the NameID assertion in the SiteMinder partnership to issue type 'urn:oasis:names:tc:SAML:2.0:assertion' instead of type 'urn:oasis:names:tc:SAML:2.0:nameid-format:entity'. Another issue we encountered was that CRM specifies an AuthN context and passes the WAUTH parameter in the URL. This effectively asks ADFS to only use Windows Claims Authentication. To resolve this, we had to enable a setting that ignores the AuthN context in the SiteMinder partnership configuration. Without ignoring the AuthN context enabled, ADFS fails with an error that the IDP is not using the proper AuthN context. Of course this is by design for CRM, and ignoring it in SiteMinder was the final hurdle to making this configuration work. This integration was achieved using Dynamics CRM 2011, ADFS 3.0 (2012 R2), and SiteMinder.
Now what if you have both internal and external users, with internal users also having an Active Directory account? My customer synchronizes a custom attribute in Active Directory that matches the SiteMinder NameID value. The customer wanted internal users that authenticate via SiteMinder to appear to as if they had logged in via AD. Here's an example:
When we announced Microsoft.Xrm.Data.PowerShell in this article, we got some feedback that you want to run the module on Azure Automation. Yes we hear you and here comes the latest module which supports Azure Automation!
Please get the latest module from GitHub (Please download version 2.x)
What’s Azure Automation?
Before showing “how to” part, I will explain what is Azure Automation in case you do not know about it. You can consider Azure Automation as PaaS. It provides a place to run PowerShell scripts. You don’t have to worry about Operating Systems nor clustering for High Availability, nor Infrastructure. Azure Automation also provides various capabilities.
- You can upload your own modules. - You can store variables such as Credential, String, etc. - You can schedule the task. - You can draft and run test session, before “publish” the script. - Integration with services such as GitHub, your own services, etc.
Please find more detail about Azure Automation here.
Step by Step instructions
It’s time to play with it. Please follow the steps below to create your first script running on the cloud, which disables “Display welcome screen to users when they sign in” System Settings.
Create Azure Automation Account
1. Login to Azure Portal. If you do not have any Azure Subscription, please sign up for 30 days trial. http://portal.azure.com
2. Click Browse | Automation Accounts from the list and click “Add” in the list.
4. Once the runbook created, select the runbook and click Edit.
5. Firstly, you get credential and CRM Server URL from variables. Expand “ASSETS” | “Variables” and right click “CRM Server” variable. Then, select Add “Get Variables” to canvas menu, which inserts a script to get the variable.
9. Next, you connect to your Dynamics 365 organization. Expand “CMDLETS” | “Microsoft,Xrm.Data.PowerShell” and right click “Connect-CrmOnline”, then click “Add to canvas”. Modify the script to store the connection to $conn variable, and pass parameters you obtained above.
2. You can also set scheduling. Click “Schedule” button.
3. Create your schedule as you need.
Conclusion
Microsoft.Xrm.Data.PowerShell is compatible with cloud now, and you can bring everything to the cloud. You may still need VM or local computer if you need to keep running the script less than every hour though, as minimum scheduling period is an hour for Azure Automation as of now.
Ken Premier Mission Critical/Premier Field Engineer Microsoft Japan
LINQPad (http://www.linqpad.net/) is a great tool which you can write and execute LINQ query against many data sources, like SQL Server, Oracle or Web Services. In addition to LINQ query support, the tool also supports C#/F#/VB expression, statement block or program, to write and execute the code and code snippet.
What can you do with CRM Driver?
This driver does several things.
- LINQ query against Dynamics CRM organization
- Execute Web API action and function
- Register application to Azure AD for CRM Online
This driver works with Dynamics CRM 2016 On-Premise, IFD and Online, which supports Web API.
For IFD environment, you have to register an application before using the driver.
1. Login to AD FS server (You need to use Windows Server 2012 R2 AD FS or later).
2. Open PowerShell
3. Run the following command. You can change name and Guid, but please keep RedirectUri as the driver expects the value.
> Add-AdfsClient -ClientId 5ee98d47-38d1-4db5-b5c2-9a60f88c0076 -Name "CRM For Linqpad" -RedirectUri http://localhost/linqpad
4. Note the ClientId as you use it later.
For Dynamics CRM Online, the driver automatically register an application on your behalf if you have privilege. Otherwise, you can register an application to another Azure AD environment and use consent feature. In that you, you need to register an application in advance and obtain ClientId. Please see following article for detail how to register an application.
4. If you didn’t pass ClientId for Online environemnt, then it tries to register application to get ClientId. If your user account doesn’t have enough privilege, you may need to ask Azure AD admin to login or let them register and give you the ClientId.
6. Once “Loading Data” completed, click “Exit”. Then LinqPad starts loading schema, which takes a bit of time. Wait until you see schema information on the left pane like below screenshot.
To execute Bound Function, follow the steps below.
1. Enter for following query, which use navigation of user and call function on it. Replace systemuserid to your user id, which you get from previous function.
With Microsoft Dynamics CRM Online there was a limit to the number of “workflows and dialogues” you can create of 200, along with entities of 300. You could find information about their usage in the Resources In Use page for your deployment (Administration/Settings/Resources in use) that looked like below:
Dynamics CRM is an application layer software that sits on top of and integrates with a technology stack that includes other server roles (Active directory, SQL server, Exchange server, SharePoint server,…). Most IT Departments will have clearly defined roles and tasks for each technology server that are well documented and carried out by the technology administrator/owner. Depending on the size of the implementation sometimes more than one full time resources is assigned, but not for Dynamics CRM! Adding to the normal classic IT administration functions, Dynamics CRM is a business application that embraces end users customizations and responds to changes in business needs. All of that adds to the life cycle of the solution and adds a bit more complexity.
Having that said, the role of Dynamics CRM administrator/owner is critical to the success of the solution, and it is required at different stages of the solution life cycle. In this article we are going to focus on post go-live, operational production tasks of the Owner/Administrator of Dynamics CRM solution
Notice the below is only high level guidelines for Dynamics CRM on premise solution. Each solution will have its specific needs and each organization will have it’s own specific best model, it’s a big “it depends”. Dynamics CRM PFE offers a service that can help your organization reach good understanding specific to your implementation, the service is Microsoft Proactive Operations Program: Operations Team Roles and Responsibilities for Microsoft Dynamics CRM (POP OTRR) Contact your Microsoft Technical Account Manager for more details.
Task
Component
Example
Owns server’s H/W configurations
Servers hardware
Needed Hardware
H/W Capacity planning
Refresh rate of the Hardware
Monitoring performance and get notified if any flags raised
Sizing, anticipating future needs
Owns server’s S/W configurations
Servers software
Needed software
Software life cycle
Monitoring performance and get notified if any flags raised
Owns Dynamics CRM Server’s related technologies
SSRS
Email router
Owns server’s S/W updates (including Windows, SQL server and Dynamics CRM)
Servers update
Windows Updates
Dynamics CRM updates
Owns CRM server Administration settings
Dynamics CRM server
Organization settings (Language, date,)
Server settings
Owns CRM server Maintenance tasks
Monitoring Async maintenance jobs,
Archiving old data and own retention policy
Owns Dynamics CRM monitoring
Establish needed monitoring counters
Get notified when threshold exceeded
Owns CRM Performance optimization
Follow through and execute remediation tasks
Owns CRM Organisation Business customization
CRM Organisation
Business settings
Customizations, End users customizations (views, reports, finds,..)
Owns CRM Organisation security and managing users
Managing users
Owns CRM incidents escalations
Coordinate with 1st line support
Make sure benchmark is meet
Accept and monitors Solution benchmark matrix
Report any deviation from benchmarks
Owns CRM client environment optimization and settings
CRM Client
Machine configurations
Software installed and its Settings
Optimization settings with CRM
Owns SQL server settings tasks of Dynamics CRM instance
SQL Server
Processing, memory, locking settings
Owns SQL server Maintenance tasks of Dynamics CRM Databases
Monitoring performance and get notified if any flags raised
Maintaining indexes
Maintaining tables & databases sizes
Monitoring performance and get notified if any flags raised
Most of these tasks above are not to be carried out by the CRM administrator/s themselves rather they are to be performed by different teams, but the owner in terms of accountability is the Administrators of CRM and they are responsible for coordinating and managing these tasks.
Today, I introduce PowerShell scripts to move your Dynamics CRM data to Power BI via PowerShell so that you can see CRM data nicer way.
Prerequisites
Before starting, let’s setup all the prerequisites.
PowerShell
If you are running Windows 10, you are ready. If you are on prior versions, make sure your PowerShell is later than PowerShell V4.0. To confirm, open PowerShell, type “host” and run. There is Version column which shows you which version the PowerShell is. If it is not version 4 or later, please update your PowerShell.
Dynamics CRM PowerShell module
We use Microsoft.Xrm.Data.PowerShell module to get data from Dynamics CRM. Please follow this blog to install the module to your PowerShell environment. If you are on Windows 10, or you have installed WMF 5.0, you can simply run “Install-Module Microsoft.Xrm.Data.PowerShell” to install it from PowerShell gallery. Please see more details here.
Or you are also able to download from GitHub where we host releases. Please read how to install here.
Power BI PowerShell module
For Power BI interaction, we use Microsoft.PowerBI.PowerShell and Microsoft.ADAL.PowerShell. Please download these modules here and here.
Once you install all modules, please make sure you can find these modules by running following command in your PowerShell.
Next, setup or signup PowerBI.com as your Power BI destination. Go to http://www.powerbi.com and provision Power BI if you do not have any, If you already have one, you are able to use it. Free edition is fine for now. To signup, simple click “Sign In” button on the page and it will navigate you through.
Get ClientId and Authorizatin Name
The Microsoft.ADAL.PowerShell needs ClientId and Authorization Name to acquire access token. If you have no idea what they are, please do not mind for now and just follow the steps below to obtain them.
By using PowerShell, it is very easy to pull data from Dynamics CRM and import to Power BI.
In addition to importing data by using PowerShell, you can directly pull data from Dynamics CRM Online by using OData or Dynamics CRM connector from PowerBI.com, too! I will explain that in the future articles.
We're proud to announce that all packages for Microsoft Dynamics CRM 2016 Update 1.0 (Service Pack 1, codenamed Naos) were released February 21st, 2016 to the Microsoft Download Center! These 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:
Here's the "Master" Microsoft Dynamics Knowledge Base article for Microsoft Dynamics CRM 2016 Update 1.0: (KB 3154952). 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 Monday, June 27th 2016, Greg Nichols and Ryan Anderson from the Microsoft CRM Premier Field Engineering Team provided information about:
The release of Microsoft Dynamics CRM 2016 Update 1.0
New fixes made available in Microsoft Dynamics CRM 2016 Update 1.0
New functionality made available in Microsoft Dynamics CRM 2016 Update 1.0
Deprecated functionality in Microsoft Dynamics CRM 2016 Update 1.0
during their Microsoft Dynamics CRM 2016 Update 1.0 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. To download the podcast audio file, right-click here, and choose to save the link location or file locally.
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 "CRM Update Rollup and Service Pack Collateral Page"
An updated Unified Service Desk for Microsoft Dynamics CRM (Build 2.1.0.556) has been released. See the following Microsoft Download Center webpage for download details:
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 point 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
The Microsoft Update detection / installation process
Note: Microsoft Dynamics CRM 2016 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
Please review Jon Strand's 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, which also applies to CRM 2015 Updates for these CRM components:
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 Update 1.0 Prerequisites:
Essentially the prerequisites listed in the Microsoft Dynamics CRM 2016 Implementation Guidedownload or Online TechNet for the various CRM components serviced
Issues resolved via Microsoft Dynamics CRM 2016 Update 1.0:
Microsoft Dynamics CRM 2016 Update 1.0 contains fixes for issues reported by customers or discovered via internal testing.
Fixes released via Microsoft Dynamics CRM 2016 Update 1.0:
Resolve incorrect navigation property names during upgrade from CRM 2016 RTM to CRM 2016 Update 1.0
Outgoing and incoming e-mail stops processing for all organizations
Using Internet Facing Deployment the OWA App is not loaded in Edge browser
Using Compose Mode in OWA is adding a known lead into the "To" Field and clicking retry throws an error
Incorrect numbers are displaying for Recent Cases and Opportunities on the Record form
Unable to create Opportunities if Business Process Flow exists
Not able to add members from one Marketing List to another
Update logic of Record Creation Rules automatically updates the Regarding Object Entity data
Activities, Contacts and Tasks are not synced when connecting CRM Online to Exchange On Premises in Hybrid mode
RetrieveInlineSearchResults doesn't filter lookup types by Read/Append Privilege
Incorrectly modified on date displayed in Social Pane for Activity Records created after 6:30 PM
Large workflows are slow to execute in CRM Online
IOS and Android Dynamics CRM apps fail to configure if an uppercase value is in the organization URL
Fixed missing publication warning dialog when user performs any action in Activity Feeds configuration
Navigation after Related Record Grid operation is redirected to a Form instead of a View
The OptionSet control methods for StatusCode Field is not working
Bulk edit on entities causes the Status Reason Field to change back to the default value
Incorrect Next Page link for related entities
Quote Product, Order Product, and Invoice Product Forms are updated
Cloning a Product causes sharing of the image
Server Side Synchronization Performance Dashboard should have a name or description that indicates that it is for troubleshooting
Can create Navigation properties with the same Name on an Entity
Unable to add Contacts from one static Marketing List to another
The message "Web browser tying to close the window" appears when attempting to use the CRM app for Outlook in Internet Explorer, or Microsoft Edge
Outgoing E-mail, and Incoming E-mail stop processing for the organization
Uninstalling a Managed Solution will cause Business Rules to be Deactivated
(Microsoft Dynamics CRM Online 2016 Update 1 Only) Slow Performance when opening Customize the System, and other associated Views
(Microsoft Dynamics CRM Online 2016 Update 1 Only) Getting error while installing sample data on Finnish (1035), Hungarian (1038), and Norwegian (1044) languages
Support for new technologies provided by CRM 2016 Update 1.0:
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.
Microsoft Dynamics CRM 2016 Update 1.0 provides no new support for technologies, though CRM 2016 RTM does. Consult the Microsoft Dynamics 2016 CRM Compatibility List to identify newly-supported technologies.
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
We're proud to announce that all packages for Microsoft Dynamics CRM 2015 Update 1.2 (Update Rollup 2 for Service Pack 1) were released July 18th, 2016 to the Microsoft Download Center! These packages will appear on Microsoft Update Q3 CY2016..
Why a blog regarding a "CRM Online Update"?
As you probably know, Microsoft Dynamics CRM 2015 Update 1.0 was generally considered to be the Online-only server changes code-named Carina. However, there are 3 sets of packages (32- and 64-bit) on the Microsoft Download Center and Microsoft Update, Update 1.2, that are also compatible with CRM 2015 On-Premise, and contain changes not in already released Microsoft Dynamics CRM 2015 Update 0.1:
CRM 2015 Client for Microsoft Office Outlook
CRM 2015 MUI (Multi-Language User Interface
CRM 2015 Email router
Note the naming convention change! Post-RTM Updates used to be called Update Rollups, now they're just called Updates with the version number:
Here's the "Master" Microsoft Dynamics Knowledge Base article for Microsoft Dynamics CRM 2015 Update 1.2: (KB 3141809). 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 July 27th, 2016, Ryan Anderson and Greg Nichols from the Microsoft CRM Premier Field Engineering Team provided information about:
The release of Microsoft Dynamics CRM 2015 Update 1.2
New fixes made available in Microsoft Dynamics CRM 2015 Update 1.2
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.
For pointers to download locations, release dates, build information, and CRM Premier Field Engineering blogs and podcasts for all supported Microsoft Dynamics CRM Update Rollups and Service Packs, visit the "CRM Update Rollup and Service Pack Collateral Page"
Microsoft Dynamics CRM Premier Field Engineering recommends doing all the standard testing you generally do for all Updates, which could be the functional and performance testing that you would do with a new major release or a subset of that test plan
The “general rule of thumb” for test plans for Update Rollup installs are:
Test any changes in a pre-production environment BEFORE introducing into your production environment. Manage your risk!
Consider using the Performance Toolkit for Microsoft Dynamics CRM 2013 and 2015 to simulate your production user load in your testing environment to shake out any performance-related issues early. The link point to a recently-released version of the Toolkit reworked to support CRM 2013 and CRM 2015! Talk to your TAM (Technical Account Manager) if you want Premier Field Engineering to help your team install and configure it!
Test using the permissions your most restrictive end-user roles have. Testing with CRM Administrator permissions, for example, does not give you the complete picture
Concentrate on your SDK customizations, JavaScript, ISV add-ons – basically anything that’s not OOB functionality or customizations done from within the UI
The Microsoft Update detection / installation process
Note: Microsoft Dynamics CRM 2015 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
Please review Jon Strand's 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, which also applies to CRM 2013 and CRM 2015 Updates, Update Rollups, and Service Packs for these CRM components:
Provides a configuration-based framework for quickly building agent applications for call centers. You can aggregate customer information from different areas in Microsoft Dynamics CRM into a single desktop and get a 360° view of customer interactions
Microsoft Dynamics CRM 2015 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 2015 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 2015 List Component Microsoft Dynamics CRM 2015 List Component for Microsoft SharePoint Server 2010 and Microsoft SharePoint Server 2013 (for multiple browsers)
Microsoft Dynamics CRM 2015 Update 1.2 Prerequisites:
Essentially the prerequisites listed in the Microsoft Dynamics CRM 2015 Implementation Guidedownload or specific TechNet content for the various CRM components serviced
Issues resolved via Microsoft Dynamics CRM 2015 Update 1.2:
Microsoft Dynamics CRM 2015 Update 1.2 contains fixes for issues reported by customers or discovered via internal testing.
Fixes released via Microsoft Dynamics CRM 2015 Update 1.2:
Extended the application metadata sync timeout to be the value from registry of key: ExtendedTimeout
Corrected an issue with multi-entity Business Process Flows
Lowered the severity of trace category for a UserAgent lookup scenario
Resolved an issue with certain organizations where Outlook Configuration for CRM fails if Client has Update 7.1 installed
Resolved an issue where Bulk edit update reverts statuscode to default value
Fixed an issue where an onchange script isn't firing from +New Button when Quick Create is disabled
Corrected an issue with # characters showing instead of actual datetime values on dynamic refresh when using Danish
Certain users in some organizations are unable to view Opportunity Records in the same browser window
Scrolling on the top menu takes a user to end of the list, skipping all the entities between first page and last page
Added the functions addPreSearch and addCustomFilter
Using QuickView with an option set renders parent form as having unsaved changes
Unable to publish customizations after having deleted an entity with a Business Rule
Provisioning Users from O365 fails if the default Email Profile is set as POP3 and the Accounts/Contacts/Tasks option is set to Server Side Synchronization
When using Export to Excel, GUIDs are exported instead of ActivityPartyName
The DbUpgrade Action for FolderBasedTracking fails to create relationships for all custom entities with the MailboxTrackingFolder entity
Added additional tracing information for tracking server-side sync issues
CRM Custom Email Templates are inaccessible in the CRM for Outlook client
When using a personal view on PluginTypeStatistics, error "The required attribute 'jump' is missing" occurs
An error occurs when changing the status of a team owned, activated Quote (revise/close/order)
An error occurs when pasting Excel data into another Excel workbook, "The command cannot be used on multiple selections."
Unable to render the Subject tree lookup if there are 250+ nodes
Utilizing the save functionality on rich email text clears the email body when using the new form rendering engine
Added additional duplicate value detection for certain values
Removed the "starts with" filter on ConversationIndex validation
"An error occurred when CRM tried to generate the Excel file" when attempting to Export to Excel
Export to Excel fails if there are columns with duplicate display names
An error occurs when attempting to reimport data that was exported to Excel, "A duplicate lookup reference was found."
A permissions error occurs when assigning a record from the open record form if the assigning user has user level assign permissions
A script error occurs when refreshing the product form after upgrading to CRM 2015 Update 1
Multiple errors received on launching Outlook when an item is tracked from a non-default store and tied to a non-CRM user
An incorrect message shows when collapsing\expanding tabs, when using the new form rendering engine, "Are you sure you want to leave this page?"
Outlook cannot configure to an organization that has a sitemap with matching subarea IDs in group (and when ShowGroup is set to false)
An error occurs in Query Builder when using related entity Existing Product and Name
Default views for activities crashes when the view contains UnresolvedEmailParty
Enabled an option in CRM to resolve certain instances where server-side sync mailboxes become unusable
Mailboxes becoming disabled in CRM if the user isn't active in CRM
Unable to read response from Exchange when making EWS calls
Form load from custom roles causes multiple exceptions in the CRM traces related to missing privileges and performance degradation
Telemetry shows "Can't execute code from a freed script" resulting from ribbon.js
Failure in processing email in "GetItems" step results in an infinite loop
Issue with lines being added to the top of the email body when replying to an email in CRM
Automatic case creation customer identification fails for contacts who are also users with the same email
The OptionSet control methods for statuscode field are not working
Mail Merge to email with attachments shows a blocked attachment message for every attempt to create records in CRM after the first email
Plugin steps and image attributes not updating with solution import
Pressing "ALTGr+S" on a Polish keyboard does not enter the Polish "?" alphabet character
Submit button no longer supports Back Office Integration
Dates populated with Business Rules are showing the wrong day
An error occurs when opening certain views from CRM for Outlook, "There was an error displaying the records in this view."
A timeout occurs when making a change to Field Security Profiles
The "GetValue()" function on Date type is returning an incorrect value
The CRM for Outlook client synchronization resets and triggers recurring appointment reminders
A chart for the Appointment entity is not displayed correctly when it is supposed to show only related records
Composite Controls are not able to be read-only
The CRM for Outlook client doesn't refresh the Authentication token after 30-60 minutes
Web resources don't resize when the browser window is resized
Action registered on saved event on hosted controls is not triggered correctly
Cannot bulk import product records as per Product Structure
Appointment reminders are shown as soon as appointments are synchronized with Server Side Synchronization
Currency precision not displayed correctly
Pipeline Phase is blank after an Opportunity is reopened and Sales Stage reverts to Qualify
Currency unit is not displayed correctly even after making changes
The OptionSet display order is not respected in the new form rendering engine
Error "The data type is not valid for the boolean operation" occurs when configuring the CRM for Outlook Client
Record doesn't save when it has a Currency Field and there is a lookup for the Currency Entity editable and hidden on the form
When a plugin throws an exception, that exception doesn't block the assignment of a record
While setting default values for activities, the owner attribute is becoming overwritten with the currently logged in user
Unhandled exception occurs when trying to update an existing connection that doesn't have a role
Query Builder Error occurs when sending emails to unresolved email recipients and using rollup queries
HTTP 404 - Not Found received when building Search criteria
When saving an email activity, after changing parties and owner, the added parties are lost
After upgrading to CRM 2015 Update 1, unable to access HTML Web Resources in Outlook Client
BusinessUnitIDs are updated to new values after a full organization copy
Corrected an incorrect translation in German regarding the opening of an Account record
A format using a comma as the decimal separator causes wrong amounts for quantity
Merging records that have connections with a custom lookup will fail if the related records of the custom relationship have different records than out of the box connections
"SetFormMode" executes inefficiently in the new form rendering engine
Creating an appointment after creating a phone call throws a script error on the social pane
WorkflowTransactionContext within the Dispose method call attempts to call ExecutionContext.OnErrorRequest against an ExecutionContext that is not in use
An OptionSet with a selected null value results in the Command Bar to no longer functioning correctly
Using The Business Process Flow causes some records to be rendered incorrectly
The received date is not shown on the draft email when replying to an email from CRM
The "Email A Link" function sets CC on Email to "[Object object]"
When un-hiding a section via SDK, fields change their size upon selection
Privilege check on navbar item causes an error to occur
Report wizard allows the creation of reports that exceed the maximum number of linked entities
The CRM for Outlook client prompts for the same email address if there are 2 exchange accounts in the same profile
The CRM for Outlook configuration errors in the log don't include the error code or a forward link for Dynamic Help
The CRM for Good App displays a white screen when using Good Work as the Authentication Delegate
CRM for Good error "We're having trouble settings things up. May we try again? Or we can start fresh but you'll lose any personalization you made in the app" occurs when trying to use delegate authentication
When opening a case record which is automatically closed using a workflow, the error "This case has already been resolvedClose and reopen the case record to see the updates" occurs
An error occurs when attempting to add the Organization Service in a Visual Studio Project
CRM Outlook client configuration creates Address Book Provider subscription
Unable to print workbooks that have been exported to Excel from CRM Online
Solution Import fails on managed properties
The "Welcome" screen loops when using CRM for Good App on an iPad
Content on the grid is not formatted correctly, and not aligned with the grid header
Regarding Field is removed when changing an Appointment to a Recurring Appointment
"You do not have permission to access these records" error when clicking Track in CRM if the user does not have prvReadConvertRule privilege
When sending emails from CRM, the Contacts are not separated by a semi colon
After using Export to Excel, the "Save Changes to CRM" function fails on entities that share display names
Marketing List in the CRM for Outlook Client does not refresh
Auto save changes cursor position in multi-line text fields
The error "The field has an invalid XAML formula definition - Rollup field" occurs when saving a rule for Roll-up field
CustomerAttributeMapping is not thread safe and can cause Infinite Looping
Not able to add members from one Marketing List to another
Assigning records throws an error when assigning a user that has user level assign permissions
Cannot tab into Calendar
DbUpgrade Action for FolderBasedTracking fails to create relationship for all custom entities with MailboxTrackingFolder entity
Default views for activities crashes when the view contains UnresolvedEmailParty
When using the new Form Rendering Engine, the Addresses sub-grid "+" does not respond when clicked
Chart is not displayed correctly when it is supposed to show only related records
The error "The command cannot be used on multiple selections" occurs when attempting to paste data in Excel
Subject tree lookup cannot be rendered on the new Form Rendering Engine if there are 250+ nodes
Outlook cannot configure to an organization that has a sitemap with matching subarea IDs in group, and ShowGroup set to false
Provisioning Users from Office 365 fails if the default Email Server Profile is POP3 for e-mail, and ACT is Server Side Synchronization
Unable to Publish Customizations after deleting an entity with a Business Rule
An error occurs when trying to modify Work Hours for Facility/Equip
Cannot run reports with default filtering from dashboard
Object doesn't support property or method 'substr' script error occurs
The error "The message was saved as a Microsoft Dynamics CRM record without all of the original attachments. One or more attachments were blocked or invalid." occurs when sending a Mail Merge with an attachment
Server Side Sync throws exception if regardingObjectTypeCode for Email is invalid or absent
AccessMode and its Audit Record have been changed by system
Audit Logs Fails to Render for Workflows
The error "An unexpected error occurred." occurs when attempting to import Contract Item data
When attempting to save an Appointment the error "General failure in scheduling engine" occurs
Dynamics CRM mobile app does not adhere to role based permissions in the RibbonDiffXML
Performance issues occur when using RetrieveMultiple to retrieve e-mails if the e-mail address does not resolve to a record in CRM
Date for Rollup field gets reverted back to 1/1/1900 after the Field is created
Fields with labels on top are not set as visible via Business Rule
When using Server Side Sync to sync an activity if there is a value on ActualEnd it creates a closed Exchange task
Script error occurs when creating a new Case 2 times in a row by clicking Save and Close
Manager level hierarchy security model not working as expected
CRM App for Outlook encounters an error when attempting to load in Outlook Web Access
Wrong Billing date on Contract
The error "Cannot create the given type without the required parameters" occurs when modifying recipients on email template used by workflow
Updated ADAL version used by Outlook Client
Label on Business Rule does not get translated after import
The error "Error An error has occurred." occurs while trying to create an Appointment using Search
Running a Workflow on an update step clears the email Body\Description Field
Server Side Synchronization calls to obtain access token fail with the error "Underlying connection was closed."
Creation of user is prevented when user has a POP or SMTP type of e-mail account
Confirm Prompt Missing when deactivating a record
Unable to copy text from multiple areas of the Form
Using CRM for Outlook the message "Tracking Outlook Item in CRM contacting CRM" appears for tracked sent emails
Able to delete "Opportunity Products" from a Won Opportunity that has a Read-Only status
Change in value does not get updated in the Dynamics CRM reading pane within Outlook
Web Resource does not respect sizing on the new Form Rendering Engine
WorkflowTransactionContext is not thread safe and does not use unique TransactionContextId
Server Side Sync Tries to Call Update on Missing/Deleted Exchange Items
Missing hidden columns when exporting from Data Import fields
Unable to show result that Business Process Flow was changed
The error "Principal user (Id) is missing prvReadQuote privilege (Id)" occurs when attempting to close an Opportunity as lost in CRM App for Phones and Tablets, and this error does not occur using the web
Open in a New Window option missing from sub-grid context menu
The RowVersion property returns null when retrieving entity during synchronous plugin
Unable to see the Full Name of a User or a Team that the record is shared with if name is long
Outlook Client WebFormsHost HTML Web Resources are opening behind Form window
Chart rendering error for an entity with more than 10 calculated fields
Duration Field value appears incorrectly formatted when format uses comma as decimal separator
SuppressDuplicateDetection is not honored in child context
Add to Another Marketing List' sub-grid button is not functioning
Business Process Flow field shows HTML encoding instead of special characters
Cyclic reference between two workflows causes solution export to fail
When attempting to select a template to insert into an e-mail using CRM for Outlook, the error -"You must select a Recipient or a Regarding Record that can be associated to an Email Template. For example you cannot select a Queue. Select a Valid recipient or a regarding record and try again" occurs.
Creating phone call using the Dynamics CRM mobile app, the 'Call To' field is not set correctly
"Japanese" and "Oceania" options are missing on PluginRegistration Tool in the latest SDK (7.1.1)
Attachments are removed from the Outlook Appointment after synchronization
Lookups filtered with 'related records filtering' do not function on Dynamics CRM mobile app
ScheduledStart Field is not visible inside Activity through Global Search while using the Dynamics CRM mobile app
The database file cannot be found error occurs during Outlook Client configuration
An appointment record created in the web client is locked in the mobile apps
The OptionSet control clientAPIs aren't working correctly for the "statuscode" field in the new form rendering engine
IOS and Android mobile apps fail to configure if an upper-case value is in the organization URL
Auto-save changes cursor position in multi line text fields
Clicking record name in To field of email does not open the record
Opening the Documents section from the Service Request entity is taking longer then 15 seconds
Bevels are shaded out in all form headers
MemberCount property gets calculated wrong when adding members from custom code using parallelism
Opening a Hierarchal Form from Territory entity results in an error
A Saved Query works in a web browser, but when opening it in CRM for Outlook the error "There was an error displaying the records in this view" occurs
Support for new technologies provided by CRM 2015 Update 1.2:
The Microsoft Dynamics CRM Engineering team consistently tests Microsoft Dynamics CRM and associated CRM Updates against pre-release and release versions of technology stack components that Microsoft Dynamics interoperates with. When appropriate, Microsoft releases enhancements via future Microsoft Dynamics CRM Updates or new major version releases to assure compatibility with future releases of these products. This compatibility matrix is updated via this Microsoft Knowledge Base article: Microsoft Dynamics CRM Compatibility List.
Microsoft Dynamics CRM 2015 Update 1.2 provides no new support for technologies, but includes the support provided via Update 1.1 for::
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, only if any manual configuration is required:
Microsoft Dynamics CRM 2015 Update 0.1: no updates requiring manual configuration
Microsoft Dynamics CRM 2015 Update 1.1: no updates requiring manual configuration
Microsoft Dynamics CRM 2015 Update 1.2: no updates requiring manual configuration
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 tests Microsoft Dynamics CRM 2015 Update Rollups against released versions of technology stack components that Microsoft Dynamics interoperates with. When appropriate, Microsoft will release enhancements via future Microsoft Dynamics CRM Update Rollups, Service Packs, or new major version releases to assure compatibility with future releases of these products. This compatibility matrix is updated via this Microsoft Knowledge Base article: Microsoft Dynamics CRM Compatibility List.
Greg Nichols Dynamics CRM Senior Premier Field Engineer Microsoft Corporation
Here are the 15 tips that we shared as part of our Migrating to Microsoft Dynamics CRM Online interactive discussion at Ignite 2016.
We wanted to share them in a blog article to those who attended (to reduce the need for notes), for those who could not attend, and help reduce our own need for more PowerPoint slides. For those in attendance, feel free to ask any questions during the last 45-60 minutes of our session, or come find is in the hallways at Ignite. For those of you who couldn’t attend please feel free to leave a comment and we’ll do our best to reply in a timely manner.
1.Review new features and functionality
·Review what new features are available that you can leverage in the latest CRM Online version and use this information to build a business case to migrate or update to the next version
·What customizations can be retired in favor of out of the box configurations
i.Example: Retiring certain JavaScript in favor of Business Rules
·Other options include: Dedicated ETL tools (multiple platforms), SSIS adapters, and usage of .NET libraries such as the PFE Core Library or just the CRM SDK assemblies
·Article: Migrate Your Existing Data to Microsoft Dynamics CRM Online
·Review current ISV solutions and confirm whether they are still needed when moving to CRM Online and look at the dependencies required for the solution.Contact the specific ISV’s to confirm their solution works with the latest CRM Online version.
4.Federation with Active Directory
·A benefit of CRM being part of office 365 is the shared identity configuration, therefore CRM can support capabilities in Azure AD such as:
·Review and consider if you want to use Server Side Sync or CRM Email Router.It’s strongly recommended that you use Server Side Sync, but if you are not using Exchange, then you will have to use the CRM Email Router or the CRM Outlook client as an email routing option.
·Set up server-side synchronization of email, appointments, contacts, and tasks
i.Review the information in the Updates page in the CRM Online Administration Center (https://portal.office.com > Admin centers > CRM > Updates tab) to find out what instances are ready to update, and the schedule.
ii.Approve the update.If you do not approve the update, Microsoft will not apply the update.
·Weekly service updates are applied to your CRM Online organizations and communications are sent out to CRM Administrators with details.
·There are two different types of organizations in CRM Online.Production organizations are meant for production deployments and most organizations will only have 1 or 2 production instances.Sandbox organizations are used for development purposes and customers commonly have 1 or more sandbox organizations.
·Sandbox organizations offer additional management features such as Reset, Admin Mode and Delete.
·All organizations are on the same hardware and treated as Production organizations
·If you authenticate with the CRM SDK .NET libraries: CALL TO ACTION: Update to the latest SDK libraries (8.0 or higher)
·If you authenticate with CRM via your own, you should migrate SOON over to using ADAL which will use oAuth.
·WebApi will be the endpoint of choice going forward
i.CRM 2011 wcf/soap service has been declared deprecated – no, it’s not going to disappear in the near term but it’s a signal to all developers to start migrating
ii.If you use the .NET SDK libraries you can keep using these, these will eventually start to use the WebApi under the covers – no need to write a custom http client
We really enjoy hearing all of the success stories about how you are leveraging Dynamics 365 products to accelerate and grow your business success! We also enjoy hearing about any challenges you are having with your deployment and how we can help make it successful.
Thanks for reading and I hope to see you at Ignite 2016!
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.
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:
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
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
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
Essentially the prerequisites listed in the Microsoft Dynamics CRM 2016 Implementation Guidedownload or Online TechNet for the various CRM components serviced
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
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
Today we are starting a new series of articles that will be published on a monthly recurring basis. This series will focus on Dynamics 365/Dynamics CRM and provide an overview of featured news, updates, training links…etc. This is an example of the type of information we provide to our customers using our Dedicated Support Engineer (DSE) service. We hope you find this content valuable. Please direct any feedback to the comments at the end of the article. Enjoy!
Featured News
Dynamics 365 Mandatory 8.0 Update Notifications have been sent out to all 8.0 customers indicating a mandatory update will begin in March. The upgrade window will be March 3 through June 30. Below is copy of the notification message:
Scheduling your organization for an update is important and necessary to provide you with all the great updates, performance improvements and features available to you. To help you experience the best Microsoft Dynamics 365 has to offer, the update policy ensures your service is on the latest version. If your organization is two versions behind the latest version, it will be updated without needing approvals. Below is an example of the customer notification: Per our records, your organization is currently on CRM Online 2016 (8.0) and based on the update policy your organization will be set to a mandatory update starting March 3, 2017. The update will not require your explicit approval if you have not approved a scheduled update. If your 8.0 organization does not have a scheduled update, you will be automatically scheduled staring in January 2017. You can move the update to an open available slot between March 3, 2017 and June 30, 2017, however, you will not be able to reschedule your update past the CDU window. If you have already scheduled and approved an update between March 3, 2017, and June 30, 2017, the organization will be updated on that date with no further action needed by you. Please be sure you are familiar with and understand the Customer Driven Update Policy and follow these easy steps to get prepared for your next CRM Online update. 1. Get familiar. Stay up to date with the Microsoft Dynamics CRM Roadmap for the complete list of capabilities and service investments. 2. Get prepared. Read about Managing Microsoft Dynamics CRM Online updates. 3. Engage. Your partner and Microsoft teams are here to help you be successful.
View the Progress of your Dynamics 365 Update To better track and manage the status of Dynamics 365 (online) updates, a new Updating Instance feature has been added to the Administration Center. Image may be NSFW. Clik here to view.Customers can now see the status of their update as it goes through the four stages:
Status
Description
Queued (Not Started)
The update is queued and will start at the scheduled time.
Backup
The Dynamics 365 (online) instance is being backed up. A copy of the instance is backed up before the update for recovery purposes.
Restore
The Dynamics 365 (online) instance is being restored.
Database Upgrade
The Dynamics 365 (online) instance is being updated.
Microsoft Dynamics 365 – Organization Insights The new Organization Insights for Dynamics 365 (online) is now available. This solution provides important adoption and use metrics for the Dynamics 365 organization, and tools to help customers stay ahead of performance and support issues. Some of the features include"
Monitoring adoption and use
Managing storage and performance
Granular troubleshooting assistance for workflows and API calls
This solution is available for download from the Microsoft AppSource. Minimum supported platform version is 8.2.
Updates & Releases
Now available: Microsoft Dynamics 365 Update 2.0 packages Microsoft is proud to announce that all packages for Microsoft Dynamics 365 Update 2.0 (December 2016 Update/Service Pack 2/Centaurus) are available in the Microsoft Download Center! The Microsoft Dynamics 365 Update 2.0 Build number is 8.2.0.749 Note: The naming convention for updates has changed. Post-RTM Updates were referred to as Update Rollups, now they will be called Updates with the version number: Old Naming: Microsoft Dynamics CRM Update Rollup 1 or 2 New Naming: Microsoft Dynamics CRM Update 0.1 or 0.2 For more details on the naming convention, see the Dynamics CRM Product Group blog "New naming conventions for Microsoft Dynamics CRM updates" For more information on what's available for download and the resolutions provided by Dynamics 365 Update 2.0, take a look at this post from the Dynamics CRM in the Field blog.
Deprecation Announcement The Dynamics Connector has been deprecated and is no longer supported with version 8.2. For any customer still using the Connector, a workaround has been developed to make it work for 8.2 organizations, but it will not be supported on any future CRM versions. Use the following steps to get the Dynamics Connector working with 8.2 organizations:
Before replacing the .dlls in the next two steps, make copies of them
Replace Microsoft.Crm.Sdk.Proxy.dll from the <Connector installation directory> with the .dll of the same name found in the SDK installation.
Replace Microsoft.Xrm.Sdk.dll from the <Connector installation directory>\Adapters\Microsoft.Dynamics.Integration.Adapters.Crm2011 directory with the .dll of the same name found in the SDK installation.
Redirect the dependent Xrm Sdk assemblies from version 7.0.0.0 to version 8.0.0.0 by updating or adding the following xml tags to these connector configuration files; these files can be found in the <Connector installation directory>
New Features in Microsoft Social Engagement 2017 Update 1.1 Social Selling Assistant Microsoft Social Engagement introduces Social Selling Assistant, to empower your salespeople to sell more by leveraging social media. With this application, your salespeople get personalized and smart recommendations to share on their social networks to enable them increase their social presence, gain trust from their followers, and generate more leads. Post to LinkedIn With this release you can add your personal LinkedIn account as a social profile, then share any public post in Microsoft Social Engagement to your professional network on LinkedIn. You can choose between two visibility options: show the post to everyone on LinkedIn or to your network only. This post action is available across all Microsoft Social Engagement services, including the newly released Social Selling Assistant. Japanese and Chinese (traditional) User interface Microsoft Social Engagement introduces Japanese and Chinese (traditional) languages in the user interface. The localization of the user interface also includes the respective calendars for Japanese and Chinese (traditional) languages. In addition to the new features, Update 1.1 addresses some issues and improvements which can be reviewed in this blog post.
Errors when accessing the Dynamics 365 App for Outlook Customers have experienced the following error when trying to access the Dynamics 365 app in Outlook: "Sorry, something went wrong while initializing the app. Please try again, or restart the app". The resolution for this issue is to close the app and attempt to reopen it again. If the problem persists then try closing the internet browser and navigating to the application again. Customers have also reported the following error: "Something went wrong during sign-in. Please try again. If the problem persists, contact your system administrator." This error can occur when the App for Outlook is unable to connect to the authorization service to ensure that you are authorized to use this app or if the Dynamics 365 (online) URL was changed after the Dynamics 365 App for Outlook was installed. Resolution 1: Close the app, and open it again. If the problem persists, try closing the internet browser and reopening it again. Resolution 2: If you changed your Dynamics 365 (online) URL after Microsoft Dynamics 365 App for Outlook was installed, you need to redeploy the app:
A user with the System Administrator role can redeploy the app to users by opening the Dynamics 365 web application and then navigating to the Dynamics 365 App for Outlook area within Settings.
Select the users who should have the app redeployed and use one of the Add App buttons to redeploy the app.
After the Status changes to "Added to Outlook", you can verify if the issue has been resolved. If you already had the app open, close and reopen it.
Dynamics 365 App for Outlook: Your device/browser is unsupported Customers have experienced the following error when trying to access the Dynamics 365 app for Outlook: "Your device/browser is currently unsupported." Click here to view the requirements for deploying the Dynamics 365 App for Outlook and the supported devices and browsers.
Email Server Profile "Test Failed" error After clicking the Test Connection on an Email Server Profile record in Dynamics 365, customers have encountered a "Test Failed" error. The Failure Details section contains the following message: "The SMTP address has no mailbox associated with it." This error can occur if the format domain\username is used for the User Name (Example: contoso\user). The resolution is to update the user name in the Email Server Profile Credentials section to use the UPN format (Example: user@contoso.com) instead of the domain\username format. If the error persists, then verify a mailbox exists for the user and the UPN value in the User Name field matches the email address for the user's mailbox in Exchange.
Server-Side Synchronization "404 NotFound exception" The following errors may be displayed in the Alerts area when testing and enabling a Dynamics 365 mailbox:
Mailbox <Mailbox Name> didn't synchronize because an error occurred while connecting to the email server. The owner of the associated email server profile <Email Server Profile Name> has been notified.
Mailbox <Mailbox Name> didn't synchronize appointments, contacts, and tasks because an error occurred while connecting to the Microsoft Exchange server. The owner of the associated email server profile <Email Server Profile Name> has been notified.
The email message "Test Message" cannot be sent because an error occurred while connecting to the email server. Mailbox <Mailbox Name> didn't synchronize. The owner of the associated email server profile <Email Server Profile Name> has been notified.
Each of the errors above, also include the following error code: Email Server Error Code: Http server returned 404 NotFound exception. This error can occur for one of the following reasons:
The mailbox for the user could not be found because the email address is not correct or the mailbox is not currently available.
The configuration of the associated Email Server Profile is not correctly configured to be able to locate the mailbox.
The resolution calls for verifying the e-mail address of the mailbox record in Dynamics 365 matches the e-mail address in Exchange and verifying the configuration of the associated Email Server Profile. Review the following support article for more details.
Dynamics 365 and SDK v6.0 issues An issue has been identified with client applications on SDK v6.0 having difficulty connecting with the Dynamics 365 organizations in v8.1 and higher. The following message is returned: "The Organization Service URL is invalid. Metadata contains a reference that cannot be resolved" This issue is due to the SDK v6.0 attempting to authenticate through ACS, but that has been deprecated for Dynamics 365 organizations. An updated SDK 6.x client is now available to resolve this issue. Download and install the updated assembly here: https://www.microsoft.com/en-us/download/details.aspx?id=40321
Additional News
New Microsoft.Xrm.Data.Powershell 2.5 The Microsoft.Xrm.Data.PowerShell CRM PowerShell module allows CRM administrators to perform CRUD operations with Dynamics CRM data and change user and system Settings for both Dynamics CRM Online and On-Premise environments. A new version of the module is now available with updated dlls from 8.1 to 8.2. Download the latest version here. For more information about what the module can do, take a look at the "Great Power Tools for CRM Administrators" Part I and Part II blog posts.
Use SCCM to install Dynamics 365 for Outlook Organizations with large deployments of Dynamics 365 for Outlook should consider using System Center Configuration Manager (SCCM) to more efficiently and securely deploy and manage Dynamics 365 for Outlook installation. Download this pdf for step by step instructions on how to use SCCM for your deployment.
Microsoft Dynamics 365 performance improvements with SQL Server 2016 SQL Server 2016 comes with a set of rich capabilities that can help you solve and meet your business needs. The Dynamics 365 engineering team continues to evaluate these capabilities to enhance the application's performance in upcoming releases. One such enhancement is the improvement of performance in Dynamics 365 (on-prem) with SQL Server 2016 CU2 when using database compatibility level 110 (SQL Server 2012 compatibility level). The application's performance is improved when the organization database trace flag is set to 1224. This setting reduces the CPU usage by disabling lock escalation based on the number of locks. For details, please see Improve performance when you use Microsoft Dynamics 365 with SQL Server 2016. The performance of SQL Server 2016 is also improved with the High Availability Enhancements. The obsolete Database Mirroring technology has been replaced with a more efficient Always On Basic Availability Groups for high availability. Another capability to consider is the In-memory Columnstore. In-memory Columnstore uses column compression to reduce the storage footprint and improve query performance for data warehousing scenarios. For more suggestions on ways to help maintain and fine-tune your Dynamics 365 applications with SQL 2016, checkout What's New in SQL 2016 (Database Engine).
Make Business Recommendations using Business Intelligence The fall 2016 release of Dynamics 365 introduced a powerful new feature as part of business processes called business recommendations. This feature enables a Business Analyst or System Customizer to guide users to optimal data based on intelligence they have about their business. A great example is with product selection. If a user is running an Insurance Sales business process and is at the stage where they are discussing with their customer what insurance products they want to buy, a business recommendation check can be added to the process to review the performance and profiles of past deals to help the user identify the best products to suggest. More information on implementing business recommendations can be found here.
RetrieveMultiple Performance Blog Series RetrieveMultiple is a type of query used to retrieve one or more entity instances based on specified criteria. When this query executes, security requirements are taken into consideration to ensure the person executing the query has the proper access to the entities being retrieved. The additional security checks often will lead to performance issues for the end user trying to access the information. A blog post series has been dedicated to this topic and is now available on the Dynamics CRM Community Support Blog. Topics include RetrieveMultiple introduction, optimization and sharing considerations. Feel free to use this blog series for reference as needed.
Microsoft Dynamics 365 (online) – Asynchronous Service Quotas The Microsoft Dynamics 365 Asynchronous Processing Service (called the async service) executes long-running operations independent of the main Microsoft Dynamics 365 (online & on-premises) core operation. This results in improved overall system performance and improved scalability. Interested in learning how it works. The asynchronous service features a managed queue for the execution of asynchronous plug-ins, workflows, and long-running operations. These operations are registered with the asynchronous service and are executed periodically when the service processes its queue. Since these operations are queued up and must be executed in time globally, there are some well-defined resource quotas that enable resources to be distributed amongst all online customers equally. For more information, review this post from the Microsoft Dynamics 365 Team Blog.
Training Corner
Training Sites & eLearning Get the most up to date training and eLearning information for Dynamics 365 from the Help Center. The highly anticipated Training & Adoption Kit for Dynamics 365 is also available for download which includes user guides, quick reference cards, eBooks for end users and admins. Feel free to modify the content and distribute to your customers.
Learning Path authoring now available in Dynamics 365 Learning Path is a new Azure service that was introduced in Dynamics CRM Online 2016 Update 1 to provide product specific training, walkthroughs, videos, and articles. Microsoft is excited to announce that Dynamics 365 customers can now use Learning Path to create their own custom Help experiences! This help content can be added to any page, screen, form or view tailored to specific roles and the content can be displayed in different languages. To learn more about creating Learning Path guided help, see Create your own guided help (Learning Path) for your customers. Note: This feature is only available with Dynamics 365 (online). It is not available for on-premise.
Add CRM Modules to your Dynamics 365 Trial Created your Dynamics 365 trial instance, but didn't include all the out of the box CRM modules? Adding those modules is now easier than ever (and you don't have to create a new instance to do it). Simply access the Dynamics Admin Center and click the icon to edit the Solutions. Image may be NSFW. Clik here to view.
Select the Modules you would like to install. Image may be NSFW. Clik here to view.
Note: This change was implemented in the 8.2 Update and is available for the Dynamics 365 Trail Enterprise edition.
Voice of the Customer Surveys Voice of the Customer (VoC) is a survey feature that was made available in Microsoft Dynamics CRM Online 2016 Update 0.1. With Voice of the Customer, users can create and send out surveys to get feedback from their customers about their products or services. Respondents can take the surveys on a phone, tablet, or computer. The survey analytics included with the Voice of the Customer solution helps users use their customer feedback to identify gaps in service, run targeted marketing campaigns, and send offers to increase sales. See Voice of the Customer in action: https://youtu.be/tSef4zXkrPw For more information about installing and using the Voice of the Customer preferred solution, see Get feedback with Voice of the Customer surveys. Voice of the Customer Frequently Asked Questions Part I, Part II, Part III.
Pre-scheduling of all 8.1 Online orgs to 8.2 has been completed and the pre-scheduled Customer Driven Updates (CDUs) for version 8.1 to 8.2 will start on April 1st and run through August 31st. These will be optional CDUs and require approval prior to the pre-scheduled date. Customers can use the tools in the Admin Portal to re-schedule if needed within the CDU window (April 1st to August 31st) as capacity allows.
Microsoft cloud services, such as Office 365 and Dynamics CRM require licenses which are assigned to each user who needs access to these services. To manage licenses, administrators use one of the management portals (Office or Azure) and PowerShell cmdlets. Until now, licenses could only be assigned at the individual user level, which meant for large-scale deployments, organizations were required to write complex PowerShell scripts to add and remove user licenses.
To address those challenges, Microsoft has introduced group-based licensing in Azure AD. Administrators can assign one or more product licenses to a group and Azure AD ensures that the licenses are assigned to all members of the group. Any new members who join the group are assigned the appropriate licenses and when they leave the group, those licenses are removed.
For more information on the features of group-based licensing and step by step instructions, review the Group-based licensing basics in Azure Active Directory article on the Microsoft Azure site. ______________________________________________________________________________________________________________________
Update: Compatibility with Microsoft Dynamics CRM 2016 Windows Server 2016 is now officially supported for CRM on-prem customers running version 8.2.0.0749 or later. To see a list of recent and upcoming compatibility products with Microsoft Dynamics CRM 2016, review the following support article.
Updates & Releases
Image may be NSFW. Clik here to view.
Dashboards and sub grids not displaying in IE with CRM 2011
Customers have reported experiencing issues with the forms, dashboards and sub grids not rendering properly in IE with CRM 2011. This problem is specific to Dynamics 2011 and applies to Windows 10 and all IE11 platforms. (Edge and Chrome are not impacted). Several patches were provided on March 22, 2017 to resolve the issue:
This update is required only if you are experiencing the symptoms that are described in the "Symptoms" section, and you have cumulative security update 4013073 installed on Windows 8.1, Windows Server 2012 R2, Windows 7 SP1, or Windows Server 2008 R2 SP1.
Data Export Service: Resynchronize records that failed to synchronize
A new preview feature, available in Dynamics 365 online, allows customers to recover from synchronization failures with on-demand resynchronization from the Export Profile toolbar.
Portal Capabilities for Microsoft Dynamics 365 Releases Portal capabilities version 8.2.2.19 for Microsoft Dynamics 365 is now available. Please note that this upgrade did not require any solution upgrades in Dynamics 365 and the update was deployed to the portal website automatically by Microsoft. To see the updates for version 8.2.2.19, review the following support article. For a full list of all portal updates released to date and their corresponding KB articles, please reference KB #3181191. ____________________________________________________________________________________________________________________
Microsoft Social Engagement 2017 Update 1.2
The MSE 2017 Update was just announced in mid March and includes the following:
Social Selling Assistant Insights: Introducing a new recommendation type for Social Selling Assistant. In addition to Sharing recommendations, Social Selling Assistant now offers Insights recommendations for posts about your customers, competitors, and other topics of interest so you can stay on top of the latest developments.
More information in engagement history: The engagement action history now shows the name and profile picture of the user who performed the action in Microsoft Social Engagement.
For more information, review the following article. _______________________________________________________________________________________________________________________
Additional News Image may be NSFW. Clik here to view.
Microsoft Dynamics 365 (online) – Asynchronous Service Quotas
The Microsoft Dynamics 365 Asynchronous Processing Service (or async service) executes long-running operations independent of the main Microsoft Dynamics 365 core operation. This results in improved overall system performance and improved scalability. The async service features a managed queue for the execution of async plug-ins, workflows and long-running operations. Since these operations are queued, there are certain quota settings applied for every organization:
AsyncMaxExceptionCountInTimeUnit
OrgMaxAsyncThroughput
OrgMaxThreadCount
AsyncMaxExceptionCounterTimeUnitInMinutes
AsyncThroughputCapResetTimeIntervalInMinutes
For more information about these settings and to learn how to review the health of asynchronous operations, review the following blog post.
___________________________________________________________________________________________________________________________ Dynamics 365 (online) Service Administrator Role is now available
To help with Dynamics 365 (online) administration, customers can now assign users the Dynamics 365 Service Admin Role which allows them to manage Dynamics 365 at the tenant level without having to assign the more powerful Office 365 global admin privileges.
Users with the Dynamics 365 (online) service admin role can:
Sign in to and manage multiple Dynamics 365 online instances. If an instance uses a security group, a service administrator would need to be added to the security group in order to manage that instance.
Perform admin functions in Dynamics 365 because they have the Dynamics 365 system admin role. The service admin must be assigned a Dynamics 365 license.
A Dynamics 365 Service Admin cannot do functions restricted to the Office 365 global admin such as manage user accounts, manage subscriptions, access settings for Office 365 apps like Exchange or SharePoint.
Get the most up to date training and eLearning information for Dynamics 365 from the Help Center. The highly anticipated Training & Adoption Kit for Dynamics 365 is also available for download which includes user guides, quick reference cards, eBooks for end users and admins. Feel free to modify the content and distribute to your customers.
Want to know what new features are available for both online and on-prem customers? Then check out What's new in Dynamics 365 Help and Training.
CustomerSource is a password-protected site for customers using Microsoft Dynamics and related business products, provided as a benefit of a service plan. Use it to search the knowledgebase, download updates, view online training and find other information resources virtually 24 hours a day.
PartnerSource is a portal available to partners who focus on Microsoft Dynamics and related business products. It provides up-to-date tools that help partners connect to customers, improve the skills of their personnel, and deliver innovative products and superior customer service. PartnerSource is available any time, from anywhere, giving partners access to product updates, downloads, and training materials; attend online sessions, register for special events and much more.
Collaborate and Share Information in Dynamics 365 with Teams
Easily share business objects and collaborate with users across business units in Microsoft Dynamics 365 with owner teams or access teams.
An owner team owns records and has security roles assigned to the team. The team's privileges are defined by these security roles. In addition to privileges provided by the team, team members have privileges defined by their individual security roles and by the roles from other teams in which they are members.
An access team doesn't own records and doesn't have security roles assigned to the team. The team members have privileges defined by their individual security roles and by roles from the teams in which they are members. The records are shared with an access team and the team is granted access rights on the records, such as Read, Write or Append.
For more information on setting up teams, review this TechNet article. _______________________________________________________________________________________________________________________
We're proud to announce that all packages for Microsoft Dynamics 365 (on-premises) Update 2.1 were released December 16th, 2016 to the Microsoft Download Center and are available for download! Appropriate packages will appear on Microsoft Update shortly .
Note: The Updates documented in this blog update the Dynamics CRM 2016 components described in this Microsoft Knowledge base article:
Here's the "Master" Microsoft Dynamics Knowledge Base article for Microsoft Dynamics 365 (on-premises) Update 2.1: (KB 4013759). 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 May 18th 2017 Greg Nichols and Ryan Anderson from the Microsoft Dynamics CRM Premier Field Engineering Team provided information about:
The release of Microsoft Dynamics 365 (on-premises) Update 2.1
New fixes made available in Microsoft Dynamics 365 (on-premises) Update 2.1
New functionality made available in Microsoft Dynamics 365 (on-premises) Update 2.1
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.
An updated Unified Service Desk for Microsoft Dynamics 365 (Build 2.2.2.806) has been released. See the following Microsoft Download Center webpage for download details:
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
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
Microsoft Dynamics 365 (on-premises) Update 2.1 Prerequisites:
Essentially the prerequisites listed in the Microsoft Dynamics CRM 2016 Implementation Guidedownload or Online TechNet for the various CRM components serviced
Fixes released via Microsoft Dynamics 365 (on-premises) Update 2.1:
"Scheduling Alerts" dialog is displayed without any alerts in non-Internet Explorer browsers
Activities and Closed Activities Icons not displayed correctly for some entities
AdminOnlyMode check should be bypassed when an application from outside wants to execute a SDK in system user context
Appointment recipients do not receive invitations
Appointments created in Outlook, or the Outlook Web App need to be activated
Audit details lost after switching Case Status transition
Cannot add associated record for N:N Relationships with only Append/Append To permissions
Categorized Search fails with Query Builder Error due to use of lookup entity Attributes in Quick Find view
When a Business Process Flow in the Case Entity is duplicated access to Incident records is broken
Changing owner via workflow also changes Owner in Create Audit Event
Clicking Phone Number link opens Quick Create form
Command Bar in activities tab in social pane not displaying all buttons
Navigating from Contact to Opportunity, and back again hangs with the message "Requesting Data from CRM"
Creating an Appointment from the Social Pane when < symbol is present (Opportunities)
Customized Workflow activity will be triggered twice which is designed to be called only once
Deactivate screen with custom Inactive status reasons requires scrolling to choose the option
Editing columns during Advanced Find throws the error (window.opener.top.location.href)
Email body is disabled while using Chrome in Citrix, and Chrome Incognito mode in Windows
Export solution failed in RoutingRuleHandler.ExportWorkflow with Null System.NullReferenceException: Object reference not set to an instance of an object
Export to Dynamic Worksheet doesn’t respect regional settings
Forms no longer underline section headings since Dynamics 365 upgrade
Getting SQL timeout exception when retrieving application metadata
Open in browser generates invalid URL in iOS 10
Last updated field is not shown up under Health box
Lookup is not defaulting
Missing "+" Icon on the Quick View control
Unable to Set Regarding on e-mails when using the Unified Service Desk
The error "Object doesn't support property or method '$find'" occurs when clicking on Results button twice
Organizations upgraded from Microsoft Dynamics CRM 2016 can have a Null BusinessProcessType causing these Business Process Flows to be unusable post upgrade
A Lookup control error occurs when updating appointment created in Outlook
Page keeps loading after clicking Ok on access denied error
Previous connection to mailbox is not closed properly using Hybrid Email Server Profile
The error "unable to connect to Exchange" occurs when attempting to use the CRM App for Outlook in Outlook Web App (OWA)
Scheduling Alert occurs without an alert when changing an existing Appointment
Server Side Synchronization required attendees list changes when multiple contacts exist with same email address, or users exist with same email address as contacts
Solution uninstall is not respecting dependency
StatusCode value is displayed as Integer instead of Text for Inactive records on the QuickViewForm
Subgrid for Opportunity doesn't trigger the Opportunity default Business Process Flow
Subgrid record changes layout of the Form
Sync workflow with System User as primary entity throws error when triggered
SystemUserPrincipals could not repopulate when User is reactivated
Tasks duplicating through Server Side Synchronization after Security Role change
Unable to add Notes to Task After navigating away from Task Form in Dynamics 365 For Sales
Unable to Assign Security Role to Business Process Flow in Dynamics 365 for Sales
Unable to import Excel containing Floating Point Number field data
Unable to populate value on Service field on Service Activity from the Form assistant
Unreadable HTML encode displays in alternate key Selected Attributes list
WebAPI FetchXml query does not return FormattedValues for Link-Entities attributes in Dynamics 365
When hiding the Business Process Flow during onLoad only the first 2 steps are displayed when showing the Business Process Flow
Support for new technologies provided by Microsoft Dynamics 365 (on-premises) Update 2.1:
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
Microsoft Dynamics 365 (on-premises) Update 2.1: Microsoft Dynamics 365 (on-premises) Update 2.1 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 365 or Microsoft Dynamics CRM Online, see the following Microsoft TechNet topic: Install product updates
Microsoft Dynamics 365 online product updates for 8.2
The March update for Microsoft Dynamics 365 8.2 includes the ability for admins to manage the encryption keys for their Dynamics 365 (online) instance. By default, Microsoft stores and manages the database encryption keys for Dynamics 365 (online). A manage keys feature has been added in the Dynamics 365 Administration Center to give administrators the ability to self-manage the database encryption keys that are associated with instances of Dynamics 365 (online). For more information, review the following article.
Service Update 7 for Microsoft Dynamics 365 8.2.0 is now available. This service update resolves the following issues:
Users in a child Business Unit do not appear under the CRM App for Outlook eligible user list.
Scheduling Alerts appear without any alerts in non-IE browsers.
Not all views are loading for the case entity grid in the Interactive Service Hub.
Custom entity imports fail due to duplicate entries in the CustomControlDefaultConfig table.
Back scrolling is not working on Android phones.
Dashboard filter popups are not going away after clicking Apply or Cancel in the Interactive Service Hub.
To determine which update your organization has, check your Microsoft Dynamics 365 version number. Click the gear icon in the upper-right corner, then click About. The Microsoft Dynamics CRM Online releases can be viewed here.
The Dynamics 365 Home page provides users a fast and easy way to access and launch their business applications from a centralized location. Each application is displayed in the form of a tile with a description to guide user's access to the application. Recently users have experienced access denied errors when launching business apps, new apps are popping up on the home page and some apps are no longer there. The My Apps on Home.Dynamics.com article provides more insight on the latest changes. ___________________________________________________________________________________________________________________
Updates & Releases
Image may be NSFW. Clik here to view.
Microsoft Dynamics 365 (online and on-premises) Update 0.1 The Microsoft Dynamics 365 (online and on-premises) Update 0.1 is now available for download. This update resolves various issues with activities, appointments, business process flows and workflows. For more information and to download the update, visit the following support link. ___________________________________________________________________________________________________________________
Microsoft Dynamics CRM 2016 Service Pack 1.1 The Microsoft Dynamics CRM 2016 Service Pack 1.1 is now available for download. This update resolves various issues with the Outlook Client, duplicate detection and application metadata sync. For more information and to download the service pack, visit the following support link. ___________________________________________________________________________________________________________________
Analyze and improve data query performance
A new feature in Dynamics 365 (online) is the Data Performance view which provides an aggregated list of entities with long-running queries. A long running query is defined as a query that takes three seconds or longer to complete. Customers can now use the Data Performance view to identify if optimizations should be added to help reduce the query load times. Review this TechNet article for more information on the new feature and details on optimization impact.
For the Fall 2016 release of Dynamics 365, Microsoft made big changes to the business process flow infrastructure. A business process flow definition is now represented as an entity and an instance of a process is stored as a record within that entity. This new architecture provides better control of access permissions per operation, per security role, and exposure of process data to the charting and reporting infrastructure. For more information about the updates, review the following post in the team blog.
Concurrent business process flows in Dynamics 365 Concurrent business process flows were introduced in the Fall 2016 release of Dynamics 365. This update allows multiple processes to run concurrently against the same record, completely isolated from one another. For more details on how the process works and the security behind it, review the following post. ____________________________________________________________________________________________________________________
Microsoft Social Engagement 2017 Update 1.3
The MSE 2017 Update was just released in April 2017.
New Features
Power BI content pack: Introducing the Microsoft Power BI content pack to get insights about your engagement and team performance on social media. This content pack is designed specifically for community managers, providing performance metrics for engagement actions taken from within Social Engagement.
Conversation view for private message and Twitter replies: Starting with this update, Social Engagement shows you any conversation that involves private messages (Facebook or Twitter) and Twitter replies of one of your social profiles.
Improvements
Fixed an issue that led to search topics taking a very to save, and in some cases making it impossible to save a search topic.
Fixed an issue that assigned every Twitter author the reach value 2.
For more information, review the following article post. _______________________________________________________________________________________________________________________
Additional News
Preview Feature: Live Assist for Dynamics 365
Microsoft is introducing Live Assist for Dynamics 365, powered by CaféX which allows agents to conduct multiple, live chat sessions within Dynamics 365 (online) or the Unified Service Desk. Administrators can configure this third-party solution to provide a rich immersive experience for agents that includes presence control, chat indicators, and visual engagement with customers through co-browsing. Click here for more information about the solution. For more details on how to install or remove a preferred solution, click here.
NOTE: This feature is currently available in North America (NAM), Canada (CAN), and Europe, Middle East, Africa (EMEA) regions. It has been made available to allow customers to get early access and provide feedback. Your feedback will help us prioritize work to include the capabilities you need most. We ask that you give us your suggestions and report problems by using our publicly available feedback site: Microsoft Connect. _______________________________________________________________________________________________________________________
Training Corner
Training Sites & eLearning
Get the most up to date training and eLearning information for Dynamics 365 from the Help Center. The highly anticipated Training & Adoption Kit for Dynamics 365 is also available for download which includes user guides, quick reference cards, eBooks for end users and admins. Feel free to modify the content and distribute to your customers.
Want to know what new features are available for both online and on-prem customers? Then check out What's new in Dynamics 365 Help and Training.
_______________________________________________________________________________________________________________________ Dynamics 365 (online) connectors for Logic Apps, Flow, and PowerApps
The Dynamics 365 (online) connector allows customers to use Azure Logic Apps or Microsoft Flow to set up automated workflows between a Dynamics 365 (online) instance and many other apps and services. This connection allows for synchronization of files, getting notifications, and collecting data. The Dynamics 365 (online) connector can also be used with Microsoft PowerApps to quickly generate, customize, share, and run mobile apps. For more details, review the following articles:
We're proud to announce that all packages for Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises) were released on May 17th, 2017 to the Microsoft Download Center and are available for download! Appropriate packages will appear on Microsoft Update shortly.
Note: The Updates documented in this blog update the Dynamics CRM 2016 components described in this Microsoft Knowledge base article:
Here's the "Master" Microsoft Dynamics Knowledge Base article for Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises): (KB 3203310). 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 Thursday, May 18th 2017, Greg Nichols and Ryan Anderson from the Microsoft CRM Premier Field Engineering Team provided information about:
The release of Microsoft Dynamics 360 Update 2.1 and Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises)
New fixes made available in Microsoft Dynamics 360 Update 2.1 and Microsoft Dynamics CRM 2016 Update 1.1
New functionality made available in Microsoft Dynamics 360 Update 2.1 and Microsoft Dynamics CRM 2016 Update 1.1
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.
An updated Unified Service Desk for Microsoft Dynamics 365 / CRM (Build 2.2.2.806) has been released. See the following Microsoft Download Center webpage for download details:
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
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 2.1 "master" Microsoft Knowledge Base article
Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises) Prerequisites:
Essentially the prerequisites listed in the Microsoft Dynamics CRM 2016 Implementation Guidedownload or Online TechNet for the various CRM components serviced
Issues resolved via Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises):
Cannot read property 'raw' of undefined" error message is displayed for null-valued Two Option fields when Legacy Form Rendering is enabled
The Refresh from CRM button in Excel corrupts the Currency, Date and Time cells
The keyboard tab focus goes back to the CRM Home icon after you select any lookup value from the lookup dialog when using the keyboard
The Outlook client fails initial configuration with single sign-on (SSO)
Product Properties hyperlink to edit products does not work
When you create activities by using the Quick Create function, the notes section is unavailable in CRM Online 2016
102 duplicate errors occur when you change a contact through the duplicate detection
You cannot add products from the product associated view in the orders and invoices entities
"Access Is Denied" error message occurs when you change an owner of a record through a lookup field
The Activities and Closed Activities icons aren't displayed correctly
After the opportunity and contact view is updated with SLA columns, performance decreases when the view contains a Hierarchy condition
The Alt key does not lookup ActivityParty entities that reference from SDK
Application metadata sync detection should be language aware
Application metadata sync lock should be language aware
Application metadata sync on invalid tables should immediately obtain write lock
Application metadata sync should not set header state to invalid for user application metadata
An appointment that is tracked in Outlook creates duplicate appointments in Outlook after it is synced to CRM
You cannot create an opportunity record if a business process flow exists
Web API query does not honor the nested filter criteria that has multiple OR and one AND conditions
Calling setValue in the new form experience causes OnChange events to loop
"You must supply Parent campaign before you create a Campaign response" error message is displayed for campaign response reimports
Cancelling SLA Key performance indicators (KPI) does not cancel SLA timer
Cancelled order title is not displayed on the Activities tab
You cannot view the default sales dashboard
Case merge does not function as expected when you switch between the 2 cases and try to merge
Changing state attributes is not allowed when you create a 20-plugins stage in Dynamics CRM 2016 Service Pack 1
Changing the language through the top bar does not work on a Voice of the Customer survey
Charts return different results in the Mobile App client than in the Web CRM client
ClearOptions() of the OptionSet control will trigger the OnChange event through the new form rendering experience
Clicking telephone number links will open the Quick Create form
The command bar on the activities tab in the social pane does not display all buttons
The command bar is missing on multinational entity search on pop-up context
A contact who has a deleted email address in Exchange isn't successfully synchronized back to CRM
The Contract Cancellation Date field is set to current day instead of the selected date on cancel
"System.InvalidOperationException: Collection was modified after the enumerator was instantiated" error message when you fail to create a placeholder
The notes section is unavailable when you create activities by using the Quick Create function
"Tracking Outlook Item in CRM contacting CRM" error message is displayed in Microsoft Dynamics CRM 2015 for sent email messages that have been tracked in Outlook
A SQL error is displayed when you download a Word template for account entities in Microsoft Dynamics CRM 2016 Service Pack 1
Update messages for plugins are inconsistent with documentation in Microsoft Dynamics CRM 2016 Service Pack 1
Users see a blank chart area after you switch to offline in Microsoft Dynamics CRM 2016 Service Pack 1
After you create an appointment in Microsoft Dynamics CRM and synchronize it to Outlook, the appointment disappears from the Outlook calendar
The time zone isn't set correctly for Voice of Customer survey response entities in Microsoft Dynamics CRM 2016
The IME mode setting for fields are not respected in Microsoft Dynamics CRM 2016 Service Pack 1
Field values do not display from the opportunity Business Process Flow when the quote is revised in Microsoft Dynamics CRM 2016 Service Pack 1
The CRM App for Windows 8.1 phones freezes on a Stop error after you enter an organization URL
An error is displayed when you try to move admins to a different business unit
CRM for phones does not open a web browser when a URL contains multibyte characters
CRM mail merge sends only one email when recipients are restricted
The CRM Online copy feature fails if there is an alternative key on a business unit entity
CRM Online forms shift to the right when you select a lookup
CRM version upgrades fail if a SQL plan guide is in place on a customer database
Japanese characters are garbled in survey pages in Microsoft Dynamics CRM 2016
Xrm.Page.data.process.moveNext does not work when you save in Microsoft Dynamics CRM 2016 Service Pack 1
A Business Process Flow related error occurs when you convert a quote to an order in Microsoft Dynamics CRM 2016 Service Pack 1
Custom entities cannot be found by using the Quick Find function in the Dynamics 365 mobile app in offline mode
Custom views in a lookup window using AddCustomView does not align data and column titles
You cannot set 0 precision on the Opportunities page when you close it
Date fields display an incorrect value in the Response Summary area from a survey response record
Description fields do not scroll in read-only mode
Different security behavior with the new form experience and quick views within forms
The drop-down arrow is missing from select lists
Edge browser fails and redirects when you filter a view by using a custom filter
Emailing a link throws an exception on the Opportunity form when the All Stakeholders view is used
The MailboxQueueManager.GetExecutingOperationsMapping() email connector throws the "System.ArgumentException: An item with the same key has already been added"
Email router fails to process POP3 emails
Email tagger query performance has been optimized
Emails that are sent from Outlook or Gmail in response to CRM emails and emails to internal users are not tracked
Emails with attachments that are larger than the size set in CRM cannot be tracked
Exporting activities does not return expected related records
Engagement hub does not show queue items for personal views
Error occurs when you edit a chart in dashboard if it is created from a different language
Error occurs when you publish customization when using the Safari browser in Mac
The Error Reporting tab disappears in privacy preferences
Error occurs when you try to create an order from a revised quote
Error occurs when you open a case that is resolved by a workflow
Error occurs with the knowledge base search control on the lead entity
Exceptions in plugin assemblies will not surface as the inner exception
Error occurs when you try to add addresses when using the Safari browser on the iPad
"Custom form label for cell id 'xxx', phonecall.scheduledend matches the metadata display name and should be removed from the form" exception is displayed
Export to Dynamic worksheet does not respect regional settings
Export to Excel fails if there are columns that have duplicate display names
ExtendedTimeout in the prepareSync requests is not honored by the Outlook client
You cannot manually track appointments in Outlook if you type Korean characters in the subject
Incorrect errors (File Not Found or does not exist on disk) in logs on offline servers occur because of missing offline files
Sent email messages are left aligned for Hebrew organization
ForceApply user command does not give error details when the command fails
Bing API calls are made from a form even though the Bing Map control was removed
Forwarding or Replying an email in CRM clears the Received time stamp and keeps only the date
The from field on the email form in Microsoft Dynamics CRM 2015 Update 1.0 shows all email enabled entities
Generated synchronization error is not visible both in the Dynamics 365 mobile app, and the Web client
An AJAX component error occurs upon upgrade from Microsoft Dynamics CRM 2011 to 2016
Graceful restart and recycle enhancements for the CRM Sandbox servers
A Handler that is added through the addOnChange API during onLoad will not run after a form was rendered in the new form experience
Large amount of customizations (entities and attributes) will cause bad performance on system customizations
Hierarchical security model filtered views cause performance regeneration
If preventDefault is called on OnSave in the Quick Create form, the Save button no longer works
An Iframe is not refreshed with the new source URL when you click the form section selector
Importing by using CRM templates is not possible because of incorrect behavior on the date or time field's format
Importing multiple solutions from different publishers that contain overlapping components throws an exception
When you click lookup fields in the new forms experience footer, referenced records cannot be opened
An incorrect title is displayed on custom entity forms on the Interactive Service hub
Increase the amount of time before an IIS timeout
Index creation on Norsync log tables
"Permission Denied" error message when you create a case from sub grids on a contact entity form in InPrivate mode in Internet Explorer
Invalid Odata filter expression is sent to Azure for search
Large volume exceptions are displayed when it writes to CRM event log
Location disappears from appointments
Lookup is not default in CRM 2016
Mailbox stays locked if communication with site wide fails
Metadata synchronization fails
Microsoft analyzers have incorrect word-breaking on strings that contain signed numbers
Microsoft Dynamics CRM client for Outlook disables when you switch network connections
Minimal copy breaks rollup fields. Copy should include RollupPropertiesBase
Missing the + icon on the quick view control
Missing page navigation arrows for Knowledge Article views after a quick search
Mobile offline profile work items synchronizing as data work items
IOS Shim displays script errors when you select the Home button in the Dynamics 365 for mobile app
Xrm.Utility.openEntityForm API call does not work when using the Dynamics 365 for mobile app
The ModifiedOn field on Emails is updated without any updates from the user
Money fields fail to import for non-English languages in Microsoft Dynamics CRM 2015
Move up and move down buttons disappear on inline products grid of quotes, orders, invoices and opportunity if the default view is changed
Multiple databases backups occur for the same organization per day even though a maintenance job is supposed to run once per day
N:N relationship between two custom entities does not work in the Outlook client
Dynamics CRM 2016 Service Pack 1 AddMembersTeamRequest SDK call does not work after the global auditing and user entity auditing are enabled
The setValue function causes the OnChange event handlers to run in the new form rending experience using Dynamics CRM 2016 Service Pack 1
NavBar current entity record name disappears when you click cancel on unsaved pop-up messages
No results are returned on the Interactive Service hub when you search email subjects that contain square brackets or other special characters
Null value is added when you update recipient To, Cc, and Bcc fields in workflow steps
Object does not support the $find property or method when you click the Results button two times
Odata issues with stage ID
On the closing dialog of a telephone call, the dropdown for status code shows two rows maximum
The OnChange event is called multiple times on Option sets
The OnChange event is fired when a lookup field is changed by the setValue() function
OneNote integration displays incorrect date and time on new notebooks
Appointments, Contacts, and Tasks in Server Side Synchronization stop processing if it's approved by non-O365 admin in CRM online that uses a hybrid profile
The OnSave() event does not trigger on the Close as Lost or Close as Won button for opportunity records
Operation returns a RequestEntityTooLarge status code that is invalid
Optimize bulk delete on SubscriptionSyncEntryOfflineBase during a reinitialize of a subscription
The Option Set fields do not clear previous record values in the Dynamics 365 for mobile app
The Organizer field value disappears when an appointment is created from the sub grid
Other addresses do not synchronize to CRM when they are the only field that is updated in Outlook
The Outlook client going offline causes a timeout error
You cannot save data to a custom field on Outlook forms
The Outlook client displays popup messages during tracking
Override the behavior for the trialAndGracePeriod hard code value for the TrialExpireNotification message bar
Parsing of decimal number limits fails in the Dynamics 365 mobile app when locale settings use a comma as a separator
The Personal Options buttons are not visible with a 1280x768 resolution
Plugin failures to connect through non-listening (or filtered) network port results in SecurityException because of serialization issues with SocketException
The PrincipalObjectAccess table is not cleaned up after you delete related activity types
Preserve the Iframe view when navigating back while using the new form rendering experience
Multiple invoices are created when you press the Create Invoice button multiple times
Pricing is locked with a padlock on Quote, Invoice, Order, and Opportunity Product
Process triggers can be in an orphaned state
The processing dialog box is missing when you send, forward, or reply to emails after CRM online was updated to CRM 2015 SP1
Publishing errors occur with orphaned CustomControlDefaultConfig records
Querying WebAPI with filter returns null owners
QueueInitializationOperation can result in non-initialized queue managers
A race condition occurs in the SandboxAppDomainManager static singleton class
Remaining terms (entitlements) are increased after you reactivate an incident record if there are any workflows that change the status of the case
Removed Germany billing address check in PVS manifest for Voice of Customer
RetrieveMetadataChanges request should have a limit for max filters or conditions
RetrieveMultiple does not work on customer service calendars that have varying day schedules
Changes are reverted for the Fetchxml Paging report because of back-compatible break
Rollup field's Last Update On field causes script errors
"Access is denied" SandboxHostUnhandledException when you spin up a native process
The Save and New button functionality does not work in CRM 2016
The Save button moves to the center of the Opportunity form when a two line footer is enabled
Saved views with FetchXML that contain a left outer join does not work in Outlook client add-in
Saving mobile offline filters fail on a custom entity because of the default advanced view that has a linked entity
Script error occurs when you have a html web resource in Internet Explorer using the new form experience
Scrollbar on read-only fields is not visible
The Send Invitation modal appears because two JavaScript functions are renamed as the same
Server-side sync creates ACT duplicates
You cannot enter contract lines on case forms when the field is locked
Service request queue lookup does not work in CRM online because of the or statement in the where clause
ServiceId is missing in the logs and it is set to Guid.Empty. You cannot search once this happens
SetCurrentView does not work in the Grid Load event handler
SharePoint folder hierarchy is incorrectly created by using parent/child relationships
After the updates from CRM 2016 RTM to CRM 2016 SP1 you try to create an appointment by using the social pane, and the business process flow inside the appointment entity is not visible
SIS EntityHandler does not handle inability to subscribe to change notifications correctly
SIS null reference exception in SearchIndexEntityHandlerHelper ExecuteSync
ASCII question mark characters are escaped for Skype integration (Click to Call)
Sorted results of interactive service hub knowledge articles in Microsoft Dynamics CRM 2016 SP1 are inconsistent
Stored XSS in dashboard or form editor
Sub grids are loaded even if the tab is collapsed
Synchronization cycles fail with the EWS time-out exception if an Exchange mailbox has many Appointments, Contacts, and Tasks
Synchronization error occurs when you delete the email address from a contact
Contact synchronization that uses server-side synchronization causes infinite updates
Synchronized appointments are not cancelled in Exchange when the appointments are cancelled in CRM
System and user application metadata table locks should be more precise
Tabbing into a lookup field opens the most recently used list and does not let the user type without pressing the escape button
The hierarchy button in the upper-right corner disappears after you open the Quick Create popup
The billing end date is not computed correctly
The line breaks between Internet Explorer 11 and Firefox are different when you create an email template
The Outlook client creates frequent PrincipalObjectAccess calls in order to be available for a potential offline synchronization
Time zone issues with appointments that are synchronized to Outlook through Server-Side Synchronization
Trace log files are created and logged on TraceEtwOnly
After you track an email into CRM, the View in CRM button isn't enabled
The new form experience treat a single line text field that has the TextArea format differently than the legacy forms did
When you navigate away and back to Associated views, two mastheads are displayed after a script error occurs
Contact method option set is not displaying the correct values when you use the new form experience
You cannot access HTML Web resources in the Outlook client
You cannot change the dialog names if the user language differs from the base language
You cannot set the S2S authentication with Microsoft Dynamics CRM 2016 Service Pack 1
You cannot create a new lead because of the business process error
You cannot customize lead address entities in Microsoft Dynamics CRM 2016 Service Pack 1
You cannot delete a team or business unit
You cannot enable the field level security for the PriorityCode attribute on appointment entities in Microsoft Dynamics CRM 2016 Service Pack 1
An error occurs after you enable mobile offline for the entity Work Order Service tasks from the Field Service solution
You cannot override the default product price per unit on an order entity
You cannot delete the Enable for Mobile option in on-premises for default entities
You cannot retrieve entity metadata through the SDK if the SLA feature is enabled for that entity
You cannot retrieve metadata for Customer type fields
An error occurs when you try to search for existing products by using a language that's not the default language of the organization
You cannot use the Web client email with Voice of Customer installed and Legacy forms enabled
An unhandled exception occurs during Server Side Synchronization processing of a single mailbox that affects all email mailboxes in the organization and may cause duplicates
Untracking appointments does not remove an entry from the IdMapping table or from the Outlook client
"ErrorIrresolvableConflict" error message occurs when you update an individual instance of a recurring appointment in CRM and it does not reach Exchange
Updating imported appointments from Exchange does not synchronize to CRM
Upgrade from earlier versions fails with Turkish collation
Upgrade tasks should automatically fail if it takes longer than expected
You cannot remove a campaign in marketing lists in which the status is read-only
UserID isn't replaced in retrieve multiple queries which have multiple references
You cannot see case views in the views dropdown and you only see My active cases
You are prompted to save changes when you navigate away from the Entity form with the Embedded Quick View form in Microsoft Dynamics CRM 2015
Users can see a form that they do not have permissions to if they've used a direct link
Users from other business unit do not appear in the CRM App client for Outlook entity in an Add Eligible users list
A user's team is not evaluated in a view query properly because the data is not displayed in the Team view on the mobile client
You cannot override pricing after upgrade to Microsoft Dynamics CRM 2016 Service Pack 1
Using advanced find to add marketing list members causes an error when Auditing is enabled
Using Exchange on-premises from CRM Online (Hybrid) causes mailboxes to be stuck if connection to Exchange is slow
Voice of the Customer plugins use shared class members
The Voice of the Customer survey page isn't editable when you copy or paste text on the page
Quotation mark is replaced by the """ text string
Web resource height isn't set correctly
Web resource size isn't respected on the Turbo forms in Microsoft Dynamics CRM 2016 Service Pack 1
Week numbers are incorrect (for United States date format) on charts
When a quick view form contains a sub grid and it is inside a tab collapsed by default, paging controls will be missing from the sub grid
When you switch between the main form and the related records in CRM, occasionally the Boolean fields (two options) are reset to the default value and will be submitted to the CRM database
White space is saved to the CRM database at the end of text
Symbols and fonts are not displayed in Win 10 tablet shim with the Windows 10 anniversary update
Workflows will have the Running status for the Stop Workflow step (Succeeded or Cancelled)
Incorrect “expires on date” is displayed when you create a contract through SDK
Adding New Records to sub grids for N:N Relationships from the CRM for Outlook client causes a script error "ServerError" to occur
Unexpected email resolution when using Full-Text Search
When the Hierarchical Security Model is enabled the performance of New User Creation decreases
The Sort Order of a View is changing after navigating away from the View
Fields marked as Read-Only on the Opportunity Product Form can be edited
The error "The sender does not have an email address on the party record " occurs when attempting to process Pop3 emails using the E-mail Router
A Synchronous Workflow is causing a Business Process error when attempting to create a related record
A SQL timeout error occurs when attempting to Go Offline using CRM for Outlook when millions of records are being synchronized
A Scheduling Alert will occur without any details after changing an existing Appointment
Unable to load a View of Knowledge Articles while using the Interactive Service Hub
Data in columns is missing when attempting to perform a Quick Find Search for Knowledge Articles
Add attachments is not available after saving a new email message in CRM while using Legacy Form Rendering
Multi-line read-only fields do no not resize or expand properly
Meeting invitations do not get sent to appointment attendees while using Server-Side Synchronization
Formatting issues occur in Dashboard Views while using the Dynamics 365 mobile app
After creating an appointment in CRM the Organizer Field is not populated
The Sandbox Worker holds on to Socket Handles from the Host Service and causes port exhaustion
The import of custom entity fails because of a duplicate CustomControlDefaultConfig
When an Appointment is created and the Organizer places themselves as a Required Attendee, the Required Attendee will be removed after syncing with Server-Side Synchronization
When using the Dynamics 365 mobile app the Lookup Results bar is hidden behind the on screen keyboard
SharePoint Document Lists take over 15 seconds to load
Parature Integration KB Search by default uses "OR" Search which return too many results
Knowledge Management Search does not return any results when using Unified Service Desk
Goal Participating records do not show records with the same filter as the Rollup Field
A bullet point is inserted incorrectly when working in an Email Form and inserting bullet points
Recently Viewed items are not stored on a Danish or Swedish installation of Windows 10
After changing a user’s Security Role, they are no longer able to access Interactive Service Hub
After updating an Appointment in Outlook the Description field changes are not being updated when syncing with Server Side Synchronization
The email body is disabled when using Google Chrome in Citrix and Google Chrome (Incognito mode) in Windows
If a CRM organization has over 5000 ribbon rules the Homepage will fail to load
A Field may overlap a sub grid when the resolution on the screen is lower than 1920x1080
Spell Checker in Interactive Service Hub does not work for the email drafting textbox
Marketing Lists are not being associated with an existing undistributed Campaign Activity
A Case record fails to save while using the Dynamics 365 mobile app
The "Follow" dialog appears incorrectly on a server installation using the German language
Server-Side Synchronization fails to process because the previous connection to the mailbox was not closed properly while using a Hybrid Email Server Profile
The column values are misaligned on a Product sub grid from the Quote Entity
While using Hierarchy Modeling, Personal Dashboards appear for the incorrect users
Appointment attachments are not being synchronized from CRM to Exchange while using Server-Side Synchronization
Unable to see a Lookup Field in order to select the correct Queue in the "Add To Queue" dialog box while using Unified Service Desk
Charts are not shown using Quick View Forms
A record window opens in the background when it is opened from a Dashboard in Outlook
A Pre/Post Create Plugin on the SystemUser Entity does not trigger in CRM Online
Appointments, Contacts, and Tasks (ACT) syncing fails after performing a Minimal Copy in Dynamics 365 as the Synchronized Fields and User Filters were not created
Error in 'UpdateOwnerEmailAddress' causes user provisioning to fail if the organization is using a Hybrid Email Server Profile
After enabling Full-Text Search an organization is unable to be updated to Service Pack 1 for CRM 2016
Changing the owner using a Workflow also changes the Owner in a Create Audit Event
Odata Expand Property fails while retrieving custom Lookup Fields
Lead Ribbon does not refresh on Assign
The + button on the Connection sub grid is not working on the Main Form for the Case Entity
A solution import will fail if it is a merged Solution
Modifying a user's Mailbox to remove Server-Side Synchronization does not reset EnabledforACT back to 0
One corrupt email in the database will prevent other e-mails from being sent using Server Side Synchronization
An error occurs when closing a case form after deleting an e-mail with an attachment
Word Templates using multiple lines of text with line breaks is not working properly
Some buttons do not respond when clicking on them within the ribbon
After going offline with the Outlook client, notes are not available for records if a user had previously cancelled offline synchronization
Client side telemetry should not include the app suspended time
Users can experience a lookup control error when trying to assign incoming tracked emails
Errors are not reported on an operation in certain failure instances with locked-file handling
After an async service restart, a few sandbox execution calls from each worker process will result in a SdkCommunicationException
Multiple lines of text do not work properly with a Word template
Multi-lines in a quick view form are not displayed correctly because the max-height attribute is set unexpectedly
Scan worker threads appear to hang on a ping which delays the status update and results in low clean worker process count
Dynamics 365 configured with SharePoint on-premises ReadUrl and EditUrl are incorrect
Pop3 synchronous changes converts async steps in the Pop3 incoming pipeline to run synchronously
Added dependency information to the exception logged by ThrowCrmException
Too many resolved email addresses cause performance issues in the async service
Need to declare the StringBuilder Object _stringBuilder as static
Added dependency information to the exception logged by ThrowIfDependenciesMissing
Record window opens in the background when it is opened from a dashboard
The connection subgrid on a case main web form and the button on the grid is not working
Error when importing a solution into Turkish base language organization
Exception on inserting a null value in the WorkflowLogBase table for a non-null column
Legacy SDK clients that rely on ACS flows no longer authenticate
The Message field for trace errors contains the entire stack trace
SQL Query is not included in the exception message
Reconfiguring Outlook uses the same installation id and does not allow to differentiate between first time and subsequent loads
The Async plugin is facing an intermittent 2 minute timeout due to cold .NET ThreadPool and slow scale up
I/O exception on thread synchronization
Allows a flush of the metadata cache if a new option set value is added Alerts"
Support for new technologies provided by Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises):
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
Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises) 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 365 or Microsoft Dynamics CRM Online, see the following Microsoft TechNet topic: Install product updates
