Related collateral you should know about:

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

We’re proud to announce that all packages for Microsoft Dynamics 365 Update 0.1 were released December 16th, 2016 to the Microsoft Download Center and 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:

Microsoft Dynamics CRM Installations, Updates and Documentation

Note the naming convention change! For more details, see the Dynamics CRM Product Group blog “New naming conventions for Microsoft Dynamics CRM updates“

Microsoft Dynamics 365 Update 0.1 Build number:

8.2.1.176

Microsoft Dynamics 365 Update 0.1 Microsoft Download Center page

Here’s the “Master” Microsoft Dynamics Knowledge Base article for Microsoft Dynamics 365 Update 201: (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

Soon, Greg Nichols and Ryan Anderson from the Microsoft CRM Premier Field Engineering Team will provide information about:

• The release of Microsoft Dynamics 360 Update 0.1
• New fixes made available in Microsoft Dynamics 360 Update 2.1
• New functionality made available in Microsoft Dynamics 360 Update 2.1

during a Microsoft Dynamics 360 Update 2.1 and CRM 2016 Update 1.1 podcast.

Note regarding Podcasts: We’ve recently changed the location of where we are hosting and distributing our podcasts. See PFE Dynamics Podcast Update for more information.

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

For pointers to download locations, release dates, build information, and CRM Premier Field Engineering blogs and podcasts for all supported Microsoft Dynamics CRM Updates, Update Rollups, and Service Packs, visit the “Microsoft Dynamics CRM / Dynamics 365 Updates: Release Dates, Build Numbers, and Collateral” page.

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Important note:

An updated Unified Service Desk for Microsoft Dynamics 365 (Build 2.2.2.806) has been released. See the following Microsoft Download Center webpage for download details:

Unified Service Desk for Microsoft Dynamics 365

General Upgrade Rollup and Service Pack Notes:

• Testing CRM Update Rollups: Best Practices
  • Microsoft Dynamics CRM Premier Field Engineering recommends doing all the standard testing you generally do for all Updates, which could be the functional and performance testing that you would do with a new major release or a subset of that test plan
  • The “general rule of thumb” for test plans for Update Rollup installs are:
    • Test any changes in a pre-production environment BEFORE introducing into your production environment. Manage your risk!
    • Consider using the Performance Toolkit for Microsoft Dynamics CRM to simulate your production user load in your testing environment to shake out any performance-related issues early. The link above points to a recently-released version of the Toolkit reworked to support CRM 2016! Talk to your TAM (Technical Account Manager) if you want Premier Field Engineering to help your team install and configure it!
    • Test using the permissions your most restrictive end-user roles have. Testing with CRM Administrator permissions, for example, does not give you the complete picture
    • Concentrate on your SDK customizations, JavaScript, ISV add-ons – basically anything that’s not OOB functionality or customizations done from within the UI

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Microsoft Dynamics 365 Update 0.1 packages are available for download via:

• The Microsoft Dynamics 365 Update 0.1 Microsoft Download Center page – released April 27th, 2017
• The Microsoft Update Catalog – to be released shortly
• The Microsoft Update detection / installation process
  • Note: Microsoft Dynamics CRM 2016 / Microsoft Dynamics 365 Updates will be pushed via Microsoft Update as Important updates
  • Client packages installed manually by downloading the packages and running install will require local administrator privileges. If the client packages are installed via Microsoft Update or SCCM (System Center Configuration Manager), they will not require local administrator privileges
  • Consider using Windows Server Update Services (WSUS) or similar software distribution technologies to distribute Dynamics CRM Update Rollups internally. WSUS is a locally managed system that works with the public Microsoft Update website to give system administrators more control. By using Windows Server Update Services, administrators can manage the distribution of Microsoft hotfixes and updates released through Automatic Updates to computers in a corporate environment
  • For help with installation please see the Installation Information section of the Microsoft Dynamics 365 Update 2.1 “master” Microsoft Knowledge Base article

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Microsoft Dynamics 365 Update 0.1 Prerequisites:

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

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Issues resolved via Microsoft Dynamics 365 Update 0.1:

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 0.1:

• “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

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Support for new technologies provided by Microsoft Dynamics 365 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.

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 Update 2.1 Microsoft Dynamics 365 Update 2.1ontains 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

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Greg Nichols
Dynamics 365 Senior Premier Field Engineer
Microsoft Corporation

Related collateral you should know about:

• New features for Microsoft Dynamics CRM Online 2016 Update 1 and Microsoft Dynamics CRM 2016 Service Pack 1
• What’s new for administrators and customizers in Microsoft Dynamics CRM Online 2016 Update 1 and Microsoft Dynamics CRM 2016 Service Pack 1
• What’s new for developers in Microsoft Dynamics CRM Online 2016 Update 1 and Microsoft Dynamics CRM 2016 Service Pack 1
• Deprecation announcements with Dynamics CRM Online 2016 Update 1 and Microsoft Dynamics CRM 2016 Service Pack 1

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:

Microsoft Dynamics CRM Installations, Updates and Documentation

Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises) Build number:

8.1.1.1005

Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises) Download Center page

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 will provide 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

during a Microsoft Dynamics 365 (on-premises) Update 2.1 and CRM 2016 Update 1.1 podcast.

Note regarding Podcasts: We’ve recently changed the location of where we are hosting and distributing our podcasts. See PFE Dynamics Podcast Update for more information.

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

For pointers to download locations, release dates, build information, and CRM Premier Field Engineering blogs and podcasts for all supported Microsoft Dynamics CRM Updates, Update Rollups, and Service Packs, visit the “Microsoft Dynamics CRM / Dynamics 365 Updates: Release Dates, Build Numbers, and Collateral” page.

Go to Top

Important note:

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:

Unified Service Desk for Microsoft Dynamics 365

General Upgrade Rollup and Service Pack Notes:

• Testing CRM Update Rollups: Best Practices
  • Microsoft Dynamics CRM Premier Field Engineering recommends doing all the standard testing you generally do for all Updates, which could be the functional and performance testing that you would do with a new major release or a subset of that test plan
  • The “general rule of thumb” for test plans for Update Rollup installs are:
    • Test any changes in a pre-production environment BEFORE introducing into your production environment. Manage your risk!
    • Consider using the Performance Toolkit for Microsoft Dynamics CRM to simulate your production user load in your testing environment to shake out any performance-related issues early. The link above points to a recently-released version of the Toolkit reworked to support CRM 2016! Talk to your TAM (Technical Account Manager) if you want Premier Field Engineering to help your team install and configure it!
    • Test using the permissions your most restrictive end-user roles have. Testing with CRM Administrator permissions, for example, does not give you the complete picture
    • Concentrate on your SDK customizations, JavaScript, ISV add-ons – basically anything that’s not OOB functionality or customizations done from within the UI

Go to Top

Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises) packages are available for download via:

• The Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises) Download Center page – released May 17th, 2017
• The Microsoft Update Catalog – to be released shortly
• The Microsoft Update detection / installation process
  • Note: Microsoft Dynamics CRM 2016 / Microsoft Dynamics 365 Updates will be pushed via Microsoft Update as Important updates
  • Client packages installed manually by downloading the packages and running install will require local administrator privileges. If the client packages are installed via Microsoft Update or SCCM (System Center Configuration Manager), they will not require local administrator privileges
  • Consider using Windows Server Update Services (WSUS) or similar software distribution technologies to distribute Dynamics CRM Update Rollups internally. WSUS is a locally managed system that works with the public Microsoft Update website to give system administrators more control. By using Windows Server Update Services, administrators can manage the distribution of Microsoft hotfixes and updates released through Automatic Updates to computers in a corporate environment
  • For help with installation please see the Installation Information section of the Microsoft Dynamics 365 Update 2.1 “master” Microsoft Knowledge Base article

Go to Top

Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises) Prerequisites:

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

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Issues resolved via Microsoft Dynamics 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
• GetPowerBISharePointSites causes unnecessary exception handling
• 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 1280×768 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 1920×1080
• 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
• Server-Side Synchronization continuously updates Appointments
• 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”

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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

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Greg Nichols
Dynamics 365 Senior Premier Field Engineer
Microsoft Corporation

Featured News

Microsoft Dynamics 365 (on-premises) Update 2.1

Azure Access Control Service (ACS) has been deprecated

With the deprecation of the Azure Access Control Service (ACS), it is important for customers to implement the following updates:

• Update Dynamics CRM Client SDK version to avoid calls to ACS
•  Update Service Bus Endpoints to use SAS Authentication

Parature, from Microsoft End of Life and Transition Announcement

Microsoft continues to innovate and invest heavily in Dynamics 365 for Customer Service, and to transition the capabilities of Parature to Dynamics 365 for Customer Service. A toolkit has been developed to help simplify the migration process and over the coming months, Parature customers will receive access to the toolkit. toolkit will include the following components:

• A data migration tool to migrate accounts, contacts, cases (tickets), knowledge base articles, and files;
• Portal templates you can choose from to quickly deploy a modern support portal; and
• A customer service configuration template, which includes out of the box workflows, fields and other
  configurations.
• Videos, documentation and other tutorials to enable customers to self-manage their data migration.

Customers are free to begin their migration prior to receiving access to the toolkit. A list of recommended partners that customers can engage with independently to manage the migration will be provided. Customers may continue to use Parature per the terms of their agreement. There will be no  additional enhancements or changes to current Parature capabilities. Microsoft  will continue to provide technical support until either migration has been  completed, or until May 15, 2018, whichever is first. All migrations must be  completed on or before May 15, 2018, at which point all support for Parature  ends and the service will be terminated. Customers who choose not to migrate  will have 90 days after the service is discontinued on May 15, 2018 to retrieve their data.

Updates & Releases

Support Ending for Microsoft Dynamics CRM 4.0

Microsoft Dynamics 4.0 will reach end of extended support on April 10, 2018.  Customers using this version, should upgrade to Microsoft Dynamics CRM 2013 or a later version before April 10, 2018 to ensure supportability.

The following resources are available to help with the upgrade:

• Microsoft Dynamics 365 IT Pro Technical Library
• Upgrade CRM 4.0 Organization to CRM 2011
• Upgrading from Microsoft Dynamics CRM 2011

Have questions about supported products? Visit Microsoft Support Lifecycle to view a list of supported products and related policies.

Microsoft Social Engagement 2017 Update 1.5

The MSE 2017 Update 1.5 was released in June 2017. This Service Update includes a number of fixes that enhance the overall Microsoft Social Engagement service.

Improvements

• Improved loading times for Search Setup page with a large number of search topics.
• Improved user experience when working with maps
• Fixed an issue with provisioning Social Engagement in some countries/regions.
• Fixed an issue with closing the welcome screen when using Social Selling Assistant in private browsing mode on an iOS device.
• Fixed an issue with global notifications in Social Selling Assistant when using IE11.
• Fixed an issue with label on timespan drop-down in Activity Maps.
• Fixed an issue on Settings > Global Settings > Location Groups with missing tooltips.
• Fixed a layout issue on Search Setup when editing search topic categories using Firefox browser.
• Fixed an issue on Settings > Social Profiles with missing tooltips.
• Increased contrast ratio on re-tweet dialog for better readability.
• Increased line spacing within paragraphs on posts displayed in Social Center and Social Selling Assistant for better readability.

Additional News

Microsoft Cloud Unified Penetration Testing Rules of Engagement

Guidance is now available for customers wishing to perform penetration tests against their Microsoft Cloud components:

• Azure Active Directory
• Microsoft Intune
• Microsoft Azure
• Microsoft Dynamics 365
• Microsoft Account
• Office 365
• Visual Studio Team Services

In many cases, the Microsoft Cloud uses shared infrastructure to host all customer assets. Care must be taken to limit all penetration tests to a specific customer’s assets and avoid unintended consequences to other customers. These Rules of Engagement are designed to allow the effective evaluation of some assets while preventing harm to other assets or the infrastructure itself.

All penetration tests must follow the Microsoft Cloud Penetration Testing Rules of Engagement. Any violation of these Rules of Engagement or the relevant service terms may result in suspension or termination of accounts and legal action as set forth in the Microsoft Online Service Terms.

Microsoft Dynamics 365 required IP address ranges and URLs

Dynamics 365 online users have experienced some difficulty with accessing their environment due to certain IP address ranges being blocked. To avoid this issue, the IP address ranges used by Dynamics 365 should be available and not blocked by firewalls, antivirus or other network appliances. For the list of ranges, review the Microsoft Dynamics CRM Online IP Address Ranges and Microsoft Azure Datacenter IP Ranges.

 Some customers experience issues where they are unable to access Dynamics 365 online, specific URLs fail to load or the following error is returned when trying to configure Dynamics 365 for Outlook: “The server address (URL) is not valid”. This may be due to a proxy or firewall preventing the Dynamics 365 URLs from accessing server resources. Review the following article for a list of URLs that should be whitelisted: Internet accessible URLs required for connectivity to Microsoft Dynamics CRM Online.

Microsoft Dynamics 365 enters the Microsoft Cloud in Germany

Microsoft Dynamics 365 is now available for customers in Germany, the European Union and European Free Trade Association countries. This new and unique offering stores customer data in the German datacenters and the customer data is under the control of T-Systems, acting as a data trustee.

The datacenters are located in Frankfurt/Main and Magdeburg and provide the same service levels, security and quality standards as Microsoft’s global cloud offerings, such as multi-factor authentication, data encryption by SSL/TLS protocols based on German certificates, physical security controls, and protection against natural disasters and power outages.

For more information about this opportunity, take a look at this news article. To get an update on all the available datacenters hosting
Dynamics 365, review this TechNet article: New datacenter regions for Dynamics 365.

Microsoft Dynamics 365 + LinkedIn

In April, Microsoft announced with LinkedIn a new integration with Dynamics 365 to help salespeople deliver better outcomes using insights from LinkedIn Sales Navigator and LinkedIn’s 500 million professionals. Sales Navigator with Dynamics 365 increases the effectiveness of salespeople by tapping into their professional networks and relationships, giving them the ability to improve their pipeline by:

• Leveraging signals across email, CRM and LinkedIn to get contextual recommendations for the next best action within Dynamics 365 for Sales, facilitating introductions directly through the company’s network, and sending InMail, messages and customized connection requests
• Engaging buyers with tailored content throughout the account lifecycle, and getting account and lead updates including news mentions and job changes
• Building strong relationships with existing contacts through access to LinkedIn profile details including photos, current roles and work history.

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.

Best practices for automating business process flows

The Fall 2016 release of Dynamics 365 (version 8.2) introduced enhancements to business process flows, enabling a number of important customer scenarios (including Concurrent business process flows and Business process flow automation). Organizations that wanted to automate their business processes relied on a few work-arounds, most notably the need to force values on the ProcessID, StageId (active stage) or TraversedPath attributes. Frequently, these techniques would fail with an error message: “Invalid stage transition. Transition to stage <stage name> is not in the process active path” or present visual glitches. Some best practices on how to address these challenges are identified in this Dynamics 365 blog post.

Set default Business Process on a form while creating new record

Problem statement:
Users are unable to switch or set default Business Process on a form while creating a new record.

Scenario:
Assuming a given entity has several forms associated with it and each form can be associated with one or more business processes. When a user tries to create a new record, the selected form will use the default Business Process for the entity – forcing them to update unnecessary fields that relate to this process flow and adding confusion.

Solution:
Via customization, users can add a simple script to automatically switch the Business Process Flow based on certain criteria on form load.

For more information, review this post on the Dynamics 365 blog.

We're proud to announce that packages for Microsoft Dynamics CRM 2015 Update 0.3 (Update Rollup 3) were released on August 14rh, 2017 to the Microsoft Download Center!

CRM 2015 Update 0.3 packages are released for:

• Microsoft Dynamics CRM 2015 Outlook Client
• Microsoft Dynamics CRM 2015 Server
• Microsoft Dynamics CRM 2015 E-mail Router
• Microsoft Dynamics CRM 2015 Language Pack (aka MUI; Multilanguage User Interface)
• Microsoft Dynamics CRM 2015 Reporting Extensions (aka SSRS Data Connector)

Microsoft Dynamics CRM 2015 Update 0.3 Build number:

7.0.3.109

Microsoft Dynamics CRM 2015 Update 0.3 Microsoft Download Center page

Here's the "Master" Microsoft Dynamics Knowledge Base article for Microsoft Dynamics CRM 2015 Update 0.3: (KB 4018584).

Podcast

Soon, Greg Nichols and Ryan Anderson from the Microsoft CRM Premier Field Engineering Team will provide information about:

• The release of Microsoft Dynamics CRM 2015 Update 0.3
• New fixes made available In Microsoft Dynamics CRM 2015 Update 0.3

during their Microsoft Dynamics CRM 2015 Update 0.3 Podcast

The "CRM Update Rollup Collateral Page"

For pointers to download locations, release dates, build information, and CRM Premier Field Engineering blogs and podcasts for all supported Microsoft Dynamics CRM Update Rollups and Service Packs, visit the "CRM Update Rollup and Service Pack Collateral Page"

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General Upgrade Rollup and Service Pack Notes:

• Testing CRM Update Rollups: Best Practices
  • Microsoft Dynamics CRM Premier Field Engineering recommends doing all the standard testing you generally do for all Updates, which could be the functional and performance testing that you would do with a new major release or a subset of that test plan
  • The “general rule of thumb” for test plans for Update Rollup installs are:
    • Test any changes in a pre-production environment BEFORE introducing into your production environment. Manage your risk!
    • Consider using the Performance Toolkit for Microsoft Dynamics CRM 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

Microsoft Dynamics CRM 2015 Update 0.3 packages are available for download via:

• The Microsoft Dynamics CRM 2015 Update 0.3 Microsoft Download Center page - released August 14th, 2017
• Note: 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 CRM 2015 Update 0.3 "master" Microsoft Knowledge Base article
• Please review the PFE blog posting "CRM 2011: Silently Installing Update Rollups" which provides details on installing CRM Outlook client Updates "silently" in order to limit end-user interruption, which also applies to CRM 2013 and CRM 2015 Updates, Update Rollups, and Service Packs

Microsoft Dynamics CRM 2015 Update 0.3 Prerequisites:

• Essentially the prerequisites listed in the Microsoft Dynamics CRM 2015 Implementation Guide TechNet content for the various CRM components serviced

Issues resolved via Microsoft Dynamics CRM 2015 Update 0.3:

Microsoft Dynamics CRM 2015 Update 0.3 contains fixes for issues reported by customers or discovered via internal testing:

• An "ISV code aborted the operation" error message occurs instead of an "InvalidPluginExecutionException"
• After refreshing a dynamic worksheet, the formatting will change for the "Currency" and "Date and Time" columns
• An error stating "Unable to get property 'get_dataTableBody'" occurs after creating a new Opportunity entity record from a sales dashboard
• Records with a custom N:1 Relationship to the Connections entity fail to merge
• The edit pane does not appear when selecting Edit next to a Product
• Additional white space appears when viewing the related contacts on an Account entity record
• When attempting to add another server to a CRM deployment, the error, "The product key is not compatible with the installed version of Microsoft Dynamics CRM" occurs
• After enabling Full Text Search, attribute metadata is unable to be modified in the Fulltext Index
• When writing an e-mail in CRM, the cursor will move when an autosave occurs
• The error "Bad Conversation Index" occurs when attempting to track an e-mail into CRM
• The error "The source data is not in the required format" occurs when importing a records with the date format that is different than the CRM organization
• ChangeCurrency function is not modifying the currency
• When attempting to move to the next stage of a business process flow, the error "You have to complete the required steps before you can advance" occurs after completing the required fields
• The error "EndGetResponse can only be called once for each asynchronous operation" occurs when performing Test and Enable as a bulk action
• A horizontal scroll bar in a large business process flow will not appear if the language is set to Arabic
• Campaign Responses are not appearing in the All Activities View on a Campaign
• Unable to delete an Opportunity entity record after adding a rollup field
• The error "The specified date format is invalid or the date is out of valid range" occurs when attempting to find available times for a schedule while using the Czech Republic format
• Unable to enter the Polish character set "S" into the “To:” field of an email created in CRM
• An error occurs when selecting the Help icon when mixed content is loaded
• The audience of a Yammer post is incorrect when making a post using CRM
• A Contact entity record created through server-side synchronization sets the last name to the e-mail address of the associated contact
• Reports do not display non-default organizations with internal ADFS URLs
• The error "Unexpected error. An error has occurred. Try this action again" occurs while maintaining the Sales Team in an Opportunity entity record
• Missing data from related records when exporting to Excel from Dynamics CRM for Outlook
• Opening a Product entity record from advanced find shows the Create Product window
• After saving a recurring appointment the error "Record Is Unavailable: The requested record was not found or you do not have sufficient permissions to view it" occurs
• Records are not created in the correct location of the SharePoint document library while using the SharePoint integration for the Opportunities and Quotes entities
• Special characters do not appear correctly after exporting to a dynamic pivot table in Excel
• Multiple windows are opened after selecting Advanced Find on a User record
• After updating an Opportunity entity record, it shows that it was modified by System instead of the user
• Exporting a dynamic worksheet of Marketing Members fails
• All addresses added under an Account entity record are not transferred to new master record after a merge occurs
• An error occurs opening Sales Literature if an attachment file is deleted
• An incorrect value is returned from "Xrm.Page.getAttribute("ownerid").getValue()" when using the Assign function
• The internet browser will experience a hang when attempting to delete a child entity with Behavior: Referential, Restrict Delete
• Additional servers are being discovered as CRM servers
• Under certain conditions, duplicate e-mails are sent from CRM when using server-side synchronization
• Column titles of custom views do not align to the view grid
• Data Import does not import all the associated fields into the corresponding entity records
• The deactivate dialog requires scrolling to choose status reasons when using non-default values
• E-mail Router fails to sync e-mails that are DKIM verified, and the error "Invalid mail. Expected header items not found - possibly draft item or other type of item forwarded to this mailbox " occurs
• Daylight savings time adjustment occurs on November 8th instead of October 25th for users in Turkey
• Duplicate attribute mask values within the same entry cause an error when opening Audit History
• Duplicate SLA item System Jobs are created when synchronous workflows are used
• Dynamic values appear disabled on Set Properties of a new workflow step
• The error message "Unable to get property 'handleEvent' of undefined or null reference" occurs when toggling between the saved views and the results buttons on an advanced find window
• The error "This field is mapped more than once. Remove any duplicate mappings, and then import this data map again" occurs when importing Subject entity data from Excel
• An error occurs when accessing the Associated Activities View in the Campaign Activity entity
• An error occurs in the Opportunity entity when using a custom view that contains the ampersand (&) character in the filter
• Exchange 2007 is listed in the E-mail Router when setting up the incoming profile even though Exchange 2007 is not supported
• The function GetSharedRecordIdsForFilteredView causes performance issues when generating a report
• The error "SYSTEM user account not found" occurs when attempting to track an e-mail into CRM using Dynamics CRM for Outlook
• Records do not appear in a custom sub-grid that is also using a custom N:N relationship
• Filtered views do not show the correct results while using a Russian time zone
• After placing multiple e-mail address separated with a semicolon in the “To:” line, the message "We found more than one match" occurs
• A solution import fails with the error "Processtrigger with id <GUID> does not exist"
• The error “Error. Action Failed" occurs when importing a Dynamics CRM 2013 organization database into a Dynamics CRM 2015 deployment
• An infinite update loop occurs when two users update the same Contact entity record at the same time when using server-side synchronization
• If a new Quick View form is created with a colon in the display name, it does not appear correctly in the forms list
• An invitee is unable to track an appointment from a user outside the CRM organization in Dynamics CRM for Outlook when using server-side synchronization
• IsEnabledForOutgoing, IsEnabledForIncoming, IsEnabledForACT do not reflect changes after being changed from server-side synchronization to another option
• The error "TimeTrackingCacheLoader Operation encountered some errors” occurs when saving a Case entity record if the regional settings are set to a non-english value
• The JAWS Screen Reader does not read grid names or column headers
• The lookup dialog shows all records despite being set to "Show Only My Records"
• Lookup shifts from focus while using the Hebrew user interface
• A manager cannot see the Order Product of users they are a manager of while using manager hierarchy
• Marketing Lists do not show members under certain conditions
• When saving an Opportunity entity record, the error "Missing prvReadConnection" occurs
• The Dynamics CRM for Mobile application does not adhere to role-based permissions in the RibbonDiffXML
• Clicking a Phone Number link opens a Quick Create form in the Dynamics CRM for Mobile application
• The “Month” labels on dashboards are incorrectly translated when using the French language pack
• Images on custom navigation links are not displayed in the navigation bar
• In Dynamics CRM for Outlook, the “New” button does not appear on a dashboard
• No user region is applied to the Bing map control in CRM
• Note records containing line breaks are changed every time the record is interacted with
• The error "If the Base and Extension tables are merged, this may exceed the architectural limits of Microsoft SQL Server, and the merge operation might fail” occurs during organization import
• Organization-level read access overrides hierarchy security settings
• Lookups do not work as intended after changing the OrgDBOrgSetting “SetRegardingLookupDefaultEntityType” from “Default” to “Contact”
• A SQL timeout error occurs when attempting to go offline using Dynamics CRM for Outlook
• p_CascadeCollect is recompiling for every call whenever a temp table in SQL is used
• The webpage does not render correctly if an e-mail with CSS in the body is included in the social pane
• Adding a new entry to the “To:” or “CC:” fields will remove previously added recipients
• Recipients in the “To:” or “CC:” fields will disappear when resolving an existing value
• Pipeline phase appears blank and the sales stage reverts to “Qualify” if an Opportunity entity record is reopened
• The process state is not updated when a managed solution is imported
• The arrangement of products changes after converting a Quote entity record to an Order entity record
• The alignment of the products sub-grid is incorrect on the Opportunity, Quote, and Invoice entity forms
• Duplicate detection rules do not trigger when qualifying a Lead entity record from an associated view
• A query builder error occurs in Advanced Find when using Related Entity Existing Product and the Name attribute
• Read-only lookup fields do not display all of the data if multiple rows are needed to display the values
• E-mails fail to synchronize to CRM due to the error "Bad Conversation Index"
• The error "The report cannot be displayed. (rsProcessingAborted)" occurs if a pre-filtered report runs for more than twenty seconds
• A script error stating "Unable to get property 'get_tagName' of undefined or null reference" occurs after exiting an IM Presence enabled view
• The “Sending Email” option for the Competitor entity does not remain checked after restoring or importing the database
• The service calendar is not updated when required attendees are removed from the Appointment entity record
• Using code with setVisible on a field causes a delay loading the associated forms
• If a solution contains a custom Activity entity record with a business process flow, the solution import will fail
• The “Stage” disappears on a business process flow under certain conditions
• Pressing the tab key does not move the cursor to the next field in the Article Template window
• Dashboard alignment does not appear the same as what was experienced in the preview window
• The application hangs after attempting to remove a member from a Marketing List that is locked
• The dashboard label provides the possibility to inject XSS vulnerabilities
• The Deletion Service does not delete subscriptions with a LastSyncStartedOn value of null
• The getDirection method in business process flows always returns “Next”
• The error "Record With Id = <GUID> does not exist" occurs after deleting multiple records in a row
• The OrgDBOrgSettings editor does not allow the parameter change for "DisableClientUpdateNotification"
• A script error occurs when attempting to add a marketing list to a Contact entity form sub-grid in Dynamics CRM for Outlook
• Unable to highlight or copy text from a form while using Internet Explorer 11 or Microsoft Edge
• Unable to filter a view on an OptionSet field if the field is also used in the definition of the view
• Errors generated from custom plugins are not formatted correctly
• Unable to navigate to an Activity entity record from a view by single clicking the record
• Unable to view notes fields after updating to Mozilla Firefox version 49.0.1
• Currency-calculated fields have a limit of five instead of ten when using the report wizard
• Selecting "E-mail Article" does not populate the article in the body of the e-mail in CRM
• When an e-mail address is removed from a Contact entity record in CRM and then synchronized using server-side synchronization, the change is not reflected in Exchange
• When e-mails are promoted in Dynamics CRM for Outlook the progress dialogs "Contacting CRM" and "Wrapping Up" appear
• Performing an Excel export on Activity entity records will return all active Activity records of the organization
• Stage navigation does not work on a business process flow after a plugin encounters the dialog "You cannot go back"
• Reports wizard fails when adding more than 21 columns
• Exported pivot tables to not honor regional replacements for the decimal character
• Synchronized appointments display a reminder regardless of reminder options set in Outlook
• MonitoringAgentService crashes when there are two organizations with the same SQLServerName but with different casing
• Height of iFrame windows are unaffected by the "Automatically expand to use available space" option
• Contacts with deleted e-mail addresses do not synchronize to CRM using server-side synchronization
• Asynchronous operations get stuck in a "In Progress" or "Cancelling" state
• SQL errors occur when pulling audit logs when the audit tables contain a significant amount of data
• Reports run slowly due to SQL choosing inefficient query plans
• Removing the command and navigation bars in CRM does not disable the buttons from being used
• Mailboxes fail to process and become locked using server-side synchronization
• Server-side synchronization disables the mailbox if the user record is inactive
• Connections fail during .NET webservice calls
• Sandbox copies fail if there is a calculated field in the Business Unit entity
• When setting Turkish as your current time zone, daylight savings time adjustments will apply even though it they are not observed
• Duplicate appointments, contacts and tasks occur when using server-side synchronization
• Editing filter criteria will uncheck previously selected options in "Add Find Columns"
• Service Level Agreements show the incorrect time remaining when daylight savings time adjustments occur
• The duplicate detection window does not display unless there is a scheduling conflict

Full Text indexing now provided for CRM On-premise customers with Update 0.1 and later!

By default, Microsoft Dynamics CRM 2015 with Update 0.1 installed uses the same search functionality that was available in previous releases, which is based mostly on string matches. Now, with CRM 2015 Update 0.1 or later, CRM system administrators have the option to use full-text indexing for Quick Find.

We recommend that you consider enabling full-text indexing for Quick Find because it can provide a better search experience by improving query performance. Full-text search also uses more sophisticated indexing methods that includes support for linguistic-based searches and superior relevance ranking. While the previous search method (standard indexing) returns results based on literal matches, full-text indexing returns linguistic-based matches. For example, the term "service" can return similar words like servicing and serviced.

Note to CRM Administrators: When you enable full-text indexing for a database with a large number of columns, the size of the transaction log of the organization database may increase. So as always when configuring Quick Find, consider the implications by reviewing the full TechNet documentation for this feature addition: Configure Quick Find options for the organization

Support for new technologies provided by CRM 2015 Updates:

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 0.1 provides support for:

• Google Chrome v37 and later

Microsoft Dynamics CRM 2015 Update 0.2 provides support for:

• Windows 10
• Microsoft Edge Browser
• Android 5.0
• .NET Framework 4.6

Microsoft Dynamics CRM 2015 Update 0.3 provides no new technologies support

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 2015 Update 0.1: no updates requiring manual configuration
• Microsoft Dynamics CRM 2015 Update 0.2: no updates requiring manual configuration
• Microsoft Dynamics CRM 2015 Update 0.3: no updates requiring manual configuration

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Microsoft Dynamics CRM compatibility with technology stack components: Internet Explorer, Windows Client and Server, Office, .NET Framework, and more

The Microsoft Dynamics CRM Engineering team consistently tests Microsoft Dynamics CRM 2015 Update Rollups against pre-release and release 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 tips that we shared as part of our interactive discussion at Ignite 2017 around Deploying and Managing Microsoft Dynamics 365 for Sales and Service.

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 Dynamics 365 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

·         What’s New: https://www.microsoft.com/en-us/dynamics/crm-customer-center/what-s-new.aspx

·         Important changes coming in Dynamics 365 Customer Engagement: https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/important-changes-coming

·         CRM Roadmap: http://crmroadmap.dynamics.com

2.       Data Migration Strategy

·         What data and features actually needs to move to Dynamics 365

·         Data Loader for Microsoft Dynamics 365: https://blogs.msdn.microsoft.com/lcs/2015/10/22/preview-feature-data-loader-for-microsoft-dynamics-crm-online                                                              

·         Other options include: Dedicated ETL tools (multiple platforms), SSIS adapters, and usage of .NET libraries such as the PFE Core Library or just the Dynamics 365 SDK assemblies

·         CRM on-premises to Microsoft Dynamics 365 for Customer Engagement Migration Tool – Session on Friday morning at 9:00AM in OCCC W207 AB

3.       ISV Solutions

·         Review current requirements and if there is no Out Of The Box solution you can consider ISV solutions that may meet your needs.  Microsoft AppSource is your starting point for finding ISV solutions.  Contact the specific ISV’s to confirm their solution works with the latest Dynamics 365 version.

4.       Federation with Active Directory

·         A benefit of Dynamics 365 being part of Office 365 is the shared identity configuration, therefore Dynamics 365 can support capabilities in Azure AD such as:

·         Conditional Access –  https://technet.microsoft.com/en-us/library/mt750484.aspx

·         Group Based Licensing – https://docs.microsoft.com/en-us/azure/active-directory/active-directory-licensing-whatis-azure-portal

·         Azure AD Connect - https://azure.microsoft.com/en-us/documentation/articles/active-directory-aadconnect 

5.       Integrations: Review current and planned – common approaches include:

·         Logic Apps can now be notified by Dynamics 365 (online) and may talk back into Dynamics 365 (online): https://azure.microsoft.com/en-us/documentation/articles/connectors-create-api-crmonline 

·         Microsoft Flow: https://flow.microsoft.com/en-us/

·         Microsoft PowerApps: https://powerapps.microsoft.com/en-us/blog/introducing-dynamics-365-home-the-new-way-for-users-to-discover-and-launch-apps-built-with-powerapps/

·         Service Bus Integration:

                                                               i.      Previous version of service bus limited (CRM 5.0 – 8.0)

                                                             ii.      Updated service bus starting CRM 2016 Update 1 (CRM 8.1 and higher) https://msdn.microsoft.com/en-us/library/gg334766.aspx

·         Other tools including ISV online hosted integrations

6.       Outlook Integration

·         Consider your current Outlook integration and if the Dynamics 365 App for Outlook will work for your organization. 

·         Deploy Dynamics 365 App for Outlook: https://technet.microsoft.com/en-us/library/dn946901.aspx

·         Dynamics 365 App for Outlook User’s Guide: https://www.microsoft.com/en-us/dynamics/crm-customer-center/crm-app-for-outlook-user-s-guide-lightweight-app.aspx

·         CRM for Outlook has been deprecated in the v9 release: https://blogs.msdn.microsoft.com/crm/2017/08/08/deprecation-of-dynamics-365-for-outlook

7.       Email Options

·         It’s strongly recommended that you use Server Side Sync as we have deprecated the legacy CRM E-mail Router.

·         Supported E-mail service configurations for server-side synchronization: https://technet.microsoft.com/en-us/library/dn531050.aspx

·         Set up server-side synchronization of email, appointments, contacts, and tasks: https://technet.microsoft.com/en-us/library/dn531109.aspx     

8.       Reporting Strategy

·         SQL Reports against the transactional database are not possible with Dynamics 365 (online).  Existing SSRS reports should be updated to use FetchXML

·         This is also a perfect opportunity to look at self-service BI options like PowerBI

·         Synchronizing data to an enterprise data warehouse

·         Data Export Service: https://msdn.microsoft.com/en-us/library/mt788315.aspx

·         Microsoft Dynamics 365 Reporting Considerations: https://technet.microsoft.com/en-us/library/dn792525.aspx

9.       Mobility Solutions

·         Review your current mobility solutions or requirements for mobility with Dynamics 365

·         There is an app for Dynamics 365 for Tablets & Dynamics 365 for Phones available on Windows, Apple and Android

·         Mobile customization tips:

                                                               i.      Same form is now used for web, tablet and phone

                                                             ii.      Supported custom javascript will work as expected

·         Dynamics 365 for Phones and Tablets User's Guide: https://www.microsoft.com/en-us/dynamics/crm-customer-center/crm-for-phones-and-tablets-user-s-guide.aspx

·        Setup Dynamics 365 for phones and Tablets: https://technet.microsoft.com/library/dn531128.aspx

·        Customize Dynamics 365 for phones Tablets: https://technet.microsoft.com/en-us/library/dn531159.aspx

·        Mobile offline: https://www.microsoft.com/en-us/dynamics/crm-customer-center/work-offline-in-dynamics-365-for-phones-and-tablets.aspx

10.   Dynamics 365 Updates

·         Customer Driven Updates (CDU)

                                                               i.      Review the information in the Updates page in the Dynamics 365 (online) Administration Center (https://portal.office.com > Admin centers > Dynamics 365 > 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. 

·         Service updates are applied to your Dynamics 365 (online) instances and communications are posted in the Office 365 Message Center and are visible by O365 Global Admins and Dynamics 365 Service Administrators

·        Manage Microsoft Dynamics 365 (online) Updates: https://technet.microsoft.com/en-us/library/dn308237.aspx

·        Manage Microsoft Dynamics 365 (online) Service Updates: https://support.microsoft.com/en-us/help/2925359/microsoft-dynamics-crm-online-releases

11.   Sandbox vs. Production Instances

·         There are two different types of instances in Dynamics 365 (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 instances

·         Manage Dynamics 365 (online) instances: https://technet.microsoft.com/en-us/library/dn659833.aspx

12.  Dynamics 365 (online) Backup & Restore functionality

·        On demand backup\restore

·        Available for 3 days

·        Does not count against your storage limits

·        Backup\Restore to Azure Storage coming soon!

·        https://technet.microsoft.com/library/mt748060.aspx

13.  Dynamics 365 Administrators, Dynamics 365 Service Administrators & Office 365 Global Admins

·     Dynamics 365 Administrators can manage instances in the Dynamics 365 Admin Center

·     Dynamics 365 Administrators, Dynamics 365 Service Administrators and O365 Global Admins will receive Dynamics 365 notifications and communications

·     Dynamics 365 Service Administrators can provision new instances

·     Office 365 Global Administrators are needed to approve e-mail addresses if the e-mail address changed since syncing from AAD

·     New users e-mail addresses are automatically approved now.  Note: This is a new change added 8.2.1.360 update a few weeks ago

·     Administering Dynamics 365: https://technet.microsoft.com/en-us/library/dn531101.aspx

·     Dynamics 365 Service Administrator: https://technet.microsoft.com/en-us/library/mt793847.aspx

14.   Online Management API for Dynamics 365 Customer Engagement

·        https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/online-management-api/

·        Support for: Backup\Restore, Create\Delete Instance, Enable\Disable Admin Mode, Create\Enable\Disable Tenant App Identities, Retrieve Instance Information and Status

·        2 Theater Sessions on Wednesday: 10:20AM Expo Theater #9 & 12:35PM Hyatt Regency Theater – Level 1

15.   Organization Insights

·        View metrics about your instance with Organization Insights dashboard     

·        Active Users, Filter by User (added in 1.3.0.1 release on 9/20/17), Specific Operations, Total Page Requests, etc.         

·        Available on AppSource: https://appsource.microsoft.com/en-us/product/dynamics-365/mscrm.04931187-431c-415d-8777-f7f482ba8095?tab=Overview

16.   Deprecation of SOAP Service & Support for WebAPI & OAuth

·        If you use the CRM SDK .NET client libraries: CALL TO ACTION: Update to the latest SDK libraries (8.1 or higher). These will eventually start to use the WebApi under the covers – no need        to write a custom http client.

·        If you authenticate with CRM via non-.NET languages: Java, Python, Ruby, etc. CALL TO ACTION: migrate SOON over to using ADAL which will use oAuth. 

·        Planned: starting in the next major release of CRM WebApi will be the supported endpoint

·        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

·        If you use the .NET SDK libraries you can keep using these.

·        https://blogs.msdn.microsoft.com/crm/2016/06/17/deprecation-announcements-with-dynamics-crm-online-2016-update-1-and-microsoft-dynamics-crm-2016-service-pack-1

17.   Microsoft Dynamics 365 UI Automation Library (EasyRepro)

·        The purpose of this library is to provide Dynamics customers the ability to facilitate automated UI testing for their projects.

·        http://aka.ms/EasyRepro

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 with our Premier Field Engineering Services and our Microsoft Consulting Services.

Thanks for reading and I hope to see you at Ignite 2017!

Shawn Dieken & Sean McNellis

Follow the conversation:
@sdieken and @seanmcne
@pfedynamics | http://www.pfedynamics.com

Today’s post contains the sample script we used to talk through our PowerShell demo’s at Ignite – to all those who watched remotely or in person: thank you!  The purpose of this script is to give admins a ready-to-run script that demonstrates some of the Online Management API features in PowerShell and uses an optional module (Microsoft.Xrm.Data.PowerShell GitHub link & PowerShell Gallery link) to also review and edit data in a given Dynamics 365 Customer Engagement instance.  This script may require you changing your execution policy (specifically the Xrm.Data.Powershell module as it’s not signed with a public cert at this point – I am looking to sign it hopefully in our next release, though it will be self-signed) but the online management PowerShell module is signed for your consumption.

For those looking for more content or an API reference for our new Online Management API you can find there here: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/online-management-api/get-started-online-management-api

And for those who just want to install the PowerShell Module – use the script below to get started.

Thanks for reading!

Sean McNellis | Twitter: @seanmcne

#Install the Online Management API to the current user profile
install-module Microsoft.Xrm.OnlineManagementAPI -Scope CurrentUser -force

#interactive prompt
$cred = Get-Credential

$apiUrl = "https://admin.services.crm.dynamics.com/" #Northamerica Service Instance

Import-Module Microsoft.Xrm.OnlineManagementAPI -Verbose

#get instance info
$instances = Get-CrmInstances -Credential $cred -ApiUrl $apiUrl -verbose

#retrieve all the current deployed versions of Dynamics 365
$Versions = Get-CrmServiceVersions -ApiUrl $apiUrl -Credential $cred

#find version 8.2
$v8dot2 = $Versions | where Version -like "8.2"

#now create new instance information for our new instance that we wish to create
$instanceInfo = New-CrmInstanceInfo -BaseLanguage 1033 `
    -ServiceVersionId $v8dot2.Id `
    -InstanceType Sandbox `
    -DomainName "pfecrmonline.onmicrosoft.com" `
    -InitialUserEmail "user@tenantname.onmicrosoft.com" `
    -FriendlyName "Ignite 2017"

#create that new instance using the info from above
$newInstance = New-CrmInstance -ApiUrl $apiUrl -Credential $cred -NewInstanceInfo $instanceInfo

#now parse the resource ID (instance ID)
$resource = $newInstance.ResourceLocation.Split("/")
$instanceId = $resource[$resource.Count-1]

Write-Output "the instance ID is: $instanceId"
Get-CrmInstance -ApiUrl $apiUrl -Credential $cred -Id $instanceId -Verbose

#now get backups for another instance by the instance's uniquename
$instance = Get-CrmInstance -ApiUrl $apiUrl -Credential $cred -Id ($instances|where UniqueName -eq "uniqueinstancename").Id -Verbose
$instance|Select UniqueName,version,state, ApplicationUrl, Id | Format-Table
$backups = Get-CrmInstanceBackups -ApiUrl $apiUrl -Credential $cred -InstanceId $instance.Id|ft

#next let's use Xrm Data PowerShell to explore data within a particular instance

#install from PowerShell Gallery
Install-Module Microsoft.Xrm.Data.PowerShell -Scope CurrentUser

#load the module
Import-Module Microsoft.Xrm.Data.PowerShell -Verbose

Connect-CrmOnline -ServerUrl naosrtw.crm.dynamics.com -Cred $cred

Invoke-CrmWhoAmI

$iam = Invoke-CrmWhoAmI

Get-CrmRecords -EntityLogicalName account

Get-CrmEntityAttributes -EntityLogicalName systemuser | select logicalname,AttributeType | sort logicalname

Get-CrmRecord -EntityLogicalName systemuser -Id $iam.UserId -fields personalemailaddress

Set-CrmRecord -EntityLogicalName systemuser -Id $iam.UserId -Fields @{"personalemailaddress"="jim@outlook.com"}

$accounts = Get-CrmRecords -EntityLogicalName account -Fields name -TopCount 400

If you’ve ever needed to determine which system administrator made a particular problematic change to a solution, until now the process was time-consuming – restoring a backup from the date the problem occurred and querying the database.  In Microsoft Dynamics 365, an out of the box feature to capture the changes on records by the Users or System is achieved by enabling the “Audit” for an entity but there is no out of the box feature to track the changes done by System Administrators/System Customizers or anyone having access to make a change in the application.

No more!  Microsoft Labs”has released a “Change Tracking” solution to find such information easier; check it out! The solution for Dynamics 365 (version 8.2) Online or Dynamics CRM 2016 (version 8.1), Online with documentation, is available via administrators as well as user guides are available for download via:

https://appsource.microsoft.com/en-us/product/dynamics-365/microsoft_labs.changetracking?tab=Overview

A downloadable solution for use by Dynamics 365 on-premise system administrators of Dynamics 365 (version 8.2) or Dynamics CRM 2016 (version 8.1), with documentation, is available via:

https://github.com/mazharmsft/changetrackingD365

Notes from AppSource:

Change Tracking Solution
Microsoft Labs

A feature that provides the ability to track the changes on D365 made by System admins/customers
The Change Tracking solution helps in tracking down the details of changes on who updated an entity, JavaScript, assemblies and processes along with the time of update. This solution is built on Dynamics 365 and as well works on Dynamics CRM 2016 (Online/ On premises)

Enjoy!

Greg Nichols
Senior Premier Field Engineer, Dynamics 365
Microsoft Corporation

We're proud to announce that all packages for Microsoft Dynamics 365 (on-premises) Update 2.2 were released October 26th, 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:

Microsoft Dynamics CRM Installations, Updates and Documentation

Note the naming convention change! For more details, see the Dynamics CRM Product Group blog "New naming conventions for Microsoft Dynamics CRM updates"

Microsoft Dynamics 365 (on-premises) Update 2.2 Build number:

8.2.2.112

Microsoft Dynamics 365 Update 2.2 Microsoft Download Center page

Here's the "Master" Microsoft Dynamics Knowledge Base article for Microsoft Dynamics 365 (on-premises) Update 2.2: (KB 4046795). Going forward, the plan is to continue publishing Master Knowledge Base articles for CRM Updates a bit in advance of release to aid planning.

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The "Microsoft Dynamics CRM / Dynamics 365 Updates: Release Dates, Build Numbers, and Collateral" Page

For pointers to download locations, release dates, build information, and CRM Premier Field Engineering blogs and podcasts for all supported Microsoft Dynamics CRM Updates, Update Rollups, and Service Packs, visit the "Microsoft Dynamics CRM / Dynamics 365 Updates: Release Dates, Build Numbers, and Collateral" page.

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Important note:

An updated Unified Service Desk for Microsoft Dynamics 365 (Build 2.2.2.85) has been released. See the following Microsoft Download Center webpage for download details:

Unified Service Desk for Microsoft Dynamics 365

General Upgrade Rollup and Service Pack Notes:

• Testing CRM Update Rollups: Best Practices
  • Microsoft Dynamics CRM Premier Field Engineering recommends doing all the standard testing you generally do for all Updates, which could be the functional and performance testing that you would do with a new major release or a subset of that test plan
  • The “general rule of thumb” for test plans for Update Rollup installs are:
    • Test any changes in a pre-production environment BEFORE introducing into your production environment. Manage your risk!
    • Consider using the Performance Toolkit for Microsoft Dynamics CRM to simulate your production user load in your testing environment to shake out any performance-related issues early. The link above points to a recently-released version of the Toolkit reworked to support CRM 2016! Talk to your TAM (Technical Account Manager) if you want Premier Field Engineering to help your team install and configure it!
    • Test using the permissions your most restrictive end-user roles have. Testing with CRM Administrator permissions, for example, does not give you the complete picture
    • Concentrate on your SDK customizations, JavaScript, ISV add-ons – basically anything that’s not OOB functionality or customizations done from within the UI

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Microsoft Dynamics 365 (on-premises) Update 2.2 packages are available for download via:

• The Microsoft Dynamics 365 (on-premises) Update 2.2 Download Center page. Released October 26th, 2017
• The Microsoft Update Catalog - release date TBD
• 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 (on-premises) Update 2.2 "master" Microsoft Knowledge Base article

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Microsoft Dynamics 365 (on-premises) Update 2.2 Prerequisites:

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

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Fixes released via Microsoft Dynamics 365 (on-premises) Update 2.2:

• Microsoft Dynamics 365 App for Outlook is failing to convert QuickCreate and BusinessLogic metadata
• A dependency error occurs when importing the January Project Service update
• Business Process Flow instances are getting recreated on the reload of the record even though they were explicitly deleted via the SDK
• The related records arrow does not display on the offline form in Outlook
• Tracked Email in Outlook fails with the following error: "SYSTEM user account not found"
• The arrow and collapse icons are missing from Business Process Flows on Windows 7 machines
• The TransactionCurrencyId on goal records is set to Guid.Empty, which leads to errors retrieving records
• The Company News solution fails to update
• Performance issues with Business Process Flow create and update requests
• Unable to track Exchange emails
• The email Description field is not displayed on a Quick View form
• Quote, Order, and Invoice Product sub-grids are misaligned
• Server Side Synchronization sends the same email repeatedly every 30 minutes
• Accessing Documents on the Knowledge Articles entity fails in the Interactive Service Hub
• Slow swipe performance on iOS and Android mobile app
• Workflows are suspended temporarily due to error: Cannot insert the value NULL into column 'WorkflowLogId' of WorkflowLogBase table
• Users are unable to open and edit workflows created before upgrading to 8.2
• Trials are being created in Administrative Access Mode
• Records cannot be deleted when engaged in a Business Process Flow
• Unable to change the Active Stage of a Business Process Flow via workflow
• Performance issues occurred while deleting records associated with a Business Process Flow
• Cannot add dynamic values to global option set fields in a workflow
• An error is occurring while inserting an email template in an Email Activity
• Ribbon button issues when navigating back and forth between the main form and associated grids
• The top search bar requires multiple clicks
• An error occurs trying to Qualify a Lead which was already Qualified
• An Order can't be created from a Quote
• Duplicate detection rules do not work with a plugin on a custom field set for pre-validation
• On the case main web form, the + button on the Connection sub-grid is not working
• Unable to edit and save the Field Service sitemap due to special characters
• Fetch result enhancements from Web API and FetchXml
• Relevance Search opt-in event is missing
• Knowledge Articles cannot be sorted in ISH
• Unable to open records after upgrading to 8.2
• Data is missing when performing a quick find for Knowledge Articles in ISH
• Map Behavior from Landing Space is not working on iOS
• Unable to qualify a lead when duplicate detection is enabled
• An error occurs when closing the case form after deleting an email with an attachment
• The setActiveProcess function fails on new records
• The SetActiveProcess function does not refreshing the process control
• The SetActiveProcessInstance function does not change process instance
• The setActiveProcess function gives an additional pop-up when registered as an OnSave event
• The setActiveProcess function is triggered more than once when opening a form which has a different Business Process Flow already associated
• An error occurs while setting the Business Process Flow using the setActiveProcess method
• When sending a new email in ISH, the page is stuck and displays a spinning icon
• Adding resources to a Resource Group fails after Minimal copy
• The page selector doesn't work after a quick find search for Knowledge Articles in ISH
• User sync is failing for users that own an Email Server Profile record
• AppModules won't show up in home.dynamics.com after a tenant transition
• An error occurs while viewing Audit History for SLA KPI Instance records
• An error is occurring while inserting an email template in an Email Activity
• Unable to see text in Email Templates if the template contains the symbols < >
• The user name in top navigation bar is missing
• An error occurs when clicking on search in the mobile client
• Solution Export is not ordering Required Components before dependent Business Process Flows
• The entity ribbon menu disappears when clicking on the customize card option in a form
• Ribbon buttons do not properly deactivate when navigating back and forth between the main form and associated grids
• Editable grids disappear during browser refreshes
• Subgrids do not load if the LazyLoadSubgrid feature is enabled
• An error occurs when inserting an email template
• Contacts are reappearing even after being removed from the contact lookup field
• Notes can not be added in all Activity records
• Lookup fields are not getting refreshed when changing the entity in a search using the mobile client
• A memory leak occurs while Navigating from Opportunity to Contact records, and Contact to Opportunity records
• Solution uninstall and upgrade is blocked after upgrading to 8.2
• Unable to open security roles in IE11 and Edge browsers
• Unchecking entities for Document Management is stopping and restarting auditing on an entity level
• Sales Analytics content pack import fails with an 'Invalid XML' error
• Add an OrgDbOrgSetting to force AsIfPublished to be false for RetrieveAllEntities
• More than one Configuration Folder is allowed by Server Side Sync to exist in Exchange
• Email is getting synced in CRM using unapproved user settings
• Orphaned localized labels are blocking solution import, upgrade, and uninstall
• The Next Stage button of a BPF is overlapping the collapse BPF arrow, and the Next Stage arrow is missing when the Stage label is truncated
• "Your changes have not been saved" message appears when clicking Send to reply to an email
• Pressing the phone icon on a Contact Card does not initiate a call in the mobile client
• Emails that have OneDrive attachments fail to track
• Unable to view Knowledge Article Views in the Web Client
• Text input within < > tags in notes section has extra characters added to it automatically
• Remaining Terms are increased after reopening an Incident record
• Forwarding or replying to an email within CRM sets the Received Date as Date Only
• Duration In Days is not calculated correctly in Contracts
• Custom lookup values are not retained on response emails
• BPF-related errors occur when converting a Quote to an Order
• Merging cases does not function as expected
• HTML code appears when a format is applied to dynamic values in an email body
• Publish All fails with orphaned CustomControlDefaultConfig records
• An error message occurs when enabling a Field Security Profile for the Priority Code field of Appointment entity
• Web Resource height is not set properly
• The line break behavior between IE11 and Firefox is difference when creating Email Templates
• An error occurs when trying to add addresses using the Safari browser on an iPad
• RetrieveMultiple does not work on the Customer Service Calendar with varying day schedules
• Opportunity Product form fields are not being set to read-only after setting them to read-only in the UI
• Organizer field values disappear when an appointment is created from a sub-grid
• An error occurs when adding users or contacts to a team
• Edge browser fails and redirects when filtering a view with a custom filter
• The Scroll Bar on read-only fields is not visible
• The Command Bar is missing in Multi Entity Search in the pop-out context
• Unable to add Write In Products from the Product Associated View
• OnSave events do not trigger on 'Close as Lost' or 'Close as Won' for Opportunity records
• The Entity name label for a secondary language is not changed when importing a patch solution
• Goal Participating Records don't show records with the same filter as rollup fields
• Storage warning calculations overflow for large values, causing incorrect results
• Unlicensed Global Admins can only provision an instance with Sales and Customer Service roles
• When setting the Currency using jScript, the symbols for money fields are not being updated
• Whenever a Quote is revised, all fields on the Closed state record are updated
• API calls that contain a GUID in the alternate key field will try to resolve as a record ID instead of the alternate key
• Control bar options disappear in Android devices
• Sub grid column headers are misaligned
• Saving a record after setting a lookup field shows loading dots forever in the mobile client
• Ctrl + Shift + S keyboard shortcut saves the form but does not open a new form
• Assign button is not visible on the case form using Legacy Form Rendering
• A script error occurs in FireFox after closing a record
• The cursor goes to the beginning of a lookup field instead of to the value being removed when trying to clear a lookup field
• The view selector doesn't retrieve expected records after a quick find search for Knowledge Articles in ISH
• Power BI tiles on Personal Dashboard spin forever on Windows 10 devices
• Contacts are getting created automatically using folder-level tracking when the option to Automatically Create Contacts is off
• Auto save is not always triggered for description field updates
• An error occurs when deleting a Sales Team member on an Opportunity record
• A SharePoint folder is converted to a OneNote notebook when clicking the OneNote tab from CRM
• Input fields on a search page delete letters when typed too fast
• Quick View forms are not working for Appointments
• When Prepare Client Customizations fails, it results in an empty log file
• A memory leak occurs when Bing maps is enabled
• The "Remove Value" button is disabled in Web Resource Lookup record dialogs
• The Site Map Designer is not opening
• An unexpected error occurs when revising an active quote
• Lookup fields blank out if a user clicks on any keys on the keyboard after focus is set on the lookup field
• Upgrade Bing Maps AJAX Control v7 to v8 control, as v7 and SOAP Web Services were deprecated
• After Disabling the Email Conversation View, we are still able to see the "show email conversation in the activity wall" tab
• Unable to expand email activity in the Social pane of any record
• Unable to view associated activities under the timeline using the Interactive Service Hub
• In-progress updates on multiple lines of text fields are not saving with AutoSave
• An error occurs when trying to reply to an email in the Interactive Service Hub
• Service Activity Assign Look up dialogs are not updating after changing the 'Look For' field from 'User' to 'Team'
• Appointment times are not syncing from Outlook to CRM when it was updated in Outlook
• Task Priorities are not syncing from Outlook to CRM when it was updated in Outlook
• Unable to open existing records in mobile devices
• The Product Properties hyperlink is not working
• Content in the reading pane is not loading in Outlook with the 8.2.1.311 client
• Associated grids navigate back when creating or editing a record through an associated grid
• Misplacement of 'date and time' field and calendar in custom field view
• Memory leak when Bing map is enabled
• A pop up for confirmation to deactivate a record is appearing blank with only a cancel button
• Unable to expand email activities in the Social Pane of any record
• HTML configured in email templates is not decoded
• Can't display mailbox alerts when the alert contains a reference of length > 60
• After Disabling the Email Conversation View, the "show email conversation in the activity wall tab" is still displayed
• The attachment ribbon button is missing after opening email drafts
• Script errors occur on the Product entity in the Chrome browser
• If offline mode, it is not possible to use Mark Complete on scheduled activities
• Unable to set more than one access team template for a custom sub-grid
• Tasks created in CRM show incorrect Due Dates in the Outlook reminder
• Site map designer is not opening
• New user's mailboxes are not automatically approved
• The ribbon is not refreshing when a user presses Alt + S to navigate to previous record
• Notes are not saved on a case form when case is opened from an email link in the Interactive Service Hub
• Unable to open security roles in IE11 and Edge
• The Email Router tries to send email to addresses containing invalid characters
• Emails sent with an inline image and the "From" field edited, throw an unsaved changes warning
• The KB Article pop-out cuts off the last row
• The new button does not display in the Dashboard with the CRM Outlook Client
• SLA KPI failure and warning dates and times are incorrectly calculated
• Entities in the Interactive Service Hub are missing commands if the entity is not enabled for mobile
• Synchronous workflows cause a business process error on create of a related record
• Spell checker in the Interactive Service Hub does not work for the Email drafting textbox
• Entitlement takes almost one day to get activated
• An error occurs editing a chart in a dashboard when it was created in a different language
• An Iframe is not refreshed with the new source URL when clicking on the form section selector
• The save button moves to the center of the opportunity form when a two-line footer is enabled
• If preventDefault called OnSave in quick create form, the save button no longer works
• Changing state attributes is not allowed in create stage 20 plugins
• When opening a Web Resource, the Web Resource page does not open
• A script error occurs while saving an account record using the Mobile site
• A record window opens in the background when opened from a dashboard in Outlook
• An "Access Is Denied" error occurs when changing the owner of a record via lookup field
• Personal Dashboards are visible to managers
• The IME mode setting for fields is not respected
• Running setFocus for a tab multiple times on a form hides the TAB name
• Workflows set to fire before record changes fires differently in 8.2
• Cannot add notes after clicking on the Notes Label
• Email sent via Server Side Sync from iOS mail app are not forwarded
• Jscript setValue method does not work for Customer field of the Case entity
• Save and New button functionality is not working on the Sales Order Detail entity
• Multi-entity search fails in the Phone App if users are missing entity permissions
• Duplicate Detection Rules lock up the Dynamics 365 App on Windows 8.1
• Not able to select lookup records on the mobile app with no primary information
• Unable to Email a link of the current view
• Whenever a Quote is revised, all fields on the Closed state record are updated
• Date format changed from DD/MM/YYY to MM/DD/YYYY after new records are imported
• Business rules are not being applied on load of editable grids in the mobile client
• Duplicate detection rules do not work with a plugin on custom fields set for pre-validation
• The Regarding field on tracked emails is getting cleared when using the App for Outlook
• Automatic Record Creation Rules are associating with inactive Customer records
• The "+" button is missing in the "Product" entity's sub-grid in the mobile client
• The ribbon subgrid fails to render when forms and subgrid have JavaScript added to the onload event
• After changing the 'Look For' field from 'User' to 'Team', the respective 'Look in' field is not updating in the Service Activity Assign Look up dialog
• Appointment time is not syncing from Outlook to Dynamics 365 when it was updated in Outlook
• Task Priorities are not syncing from Outlook to Dynamics 365 when it was updated in Outlook
• Users are unable to open existing records in Mobile devices
• The Product Properties Hyperlink is not working
• The content in the reading pane is not loading in Outlook when the Dynamics 365 server is configured with the version 8.2.1.311 client
• Associated grids navigate back when creating or editing a record through associated grids
• The 'date and time' field and the calendar are misplaced in the custom field view
• Pop up for confirmation to deactivate the record appears blank with only a cancel button
• Unable to expand email activities in the Social pane of any record
• Configure Relevance Search dialog not showing correct total count
• HTML configured in an email template is not decoded
• Mailbox alerts are not displaying when the alert contains a reference that has a length greater than 60
• The ribbon button to add attachments is missing after reopening an Email in draft status
• A Script error occurs when using Dynamics 365 Update 1 on the Product entity in a Chrome browser
• Upgraded Bing Maps AJAX Control v7 to v8
• Users aren't able to mark scheduled activities complete while in offline mode
• Unable to set more than one access team template for custom subgrids
• Tasks created in Dynamics 365 show incorrect Due Dates in Outlook reminders
• The API in a plugin is triggering deactivate/activate twice
• Site map designer is not opening
• New user mailboxes are not automatically approved
• The ribbon is not refreshing when a user presses Alt + S to navigate to previous record
• Notes are not saved on case forms when a case is opened from an email link
• Unable to open security roles in IE11 and Edge
• Router retries to send an email to addresses containing invalid characters
• Business process flows are not rendered when Most Recently Viewed data is stale
• Creating Word Templates with Lookup fields fails
• Emails sent with an inline image and the "From" field edited, throw an unsaved changes warning
• KB Article pop-out cuts off the last row
• The new button does not display in a Dashboard with the Dynamics 365 Outlook Client
• SLA KPI failure and warning date and times are incorrectly calculated
• The Interactive Service Hub entities are missing commands if the entity is not enabled for mobile
• Synchronous workflows are causing business process error on create of related records
• The Relevance Search OptIn event is not sent
• Spell checker in the Interactive Service Hub does not work for the Email drafting textbox
• Entitlements take almost one day to get activated
• An error occurs editing a chart in a dashboard when it was created from a different language
• An Iframe is not refreshed with the new source URL when clicking on the form section selector
• The Save button moves to the center of the opportunity form when a two line footer is enabled
• If preventDefault is called OnSave in quick create forms, the save button no longer works
• Changing state attributes is not allowed in create stage 20 plugins
• Then opening a web resource, the web resource page does not open properly
• A script error occurs while saving an account record using the mobile site
• The record window opens in the background when opened from a dashboard in Outlook
• Cannot change a dialog name in non-base languages
• An Access Is Denied error occurs when changing an owner of a record via the lookup field
• Unable to set 0 precision on the Opportunities page when clicking Close as Won
• Personal Dashboards are unexpectedly visible to managers
• The IME mode setting for fields is not respected
• Running setFocus for a tab multiple times on a form hides the tab name
• Workflow set to before record changes fires incorrectly
• Cannot add notes after clicking on the Notes label
• JavaScript functions registered "OnSave" are executed during "OnLoad" in the mobile client
• Email sent from Server Side Sync from the iOS mail app are not forwarded
• Jscript setValue method does not work for the Customer field of the Case entity
• Save and New button functionality is not working on the Sales Order Detail entity
• Multi-entity search fails in the Phone App if users are missing entity permissions
• Duplicate Detection Rules lock up the Dynamics 365 App on Windows 8.1
• Not able to select lookup records with no primary information in the mobile app
• Unable to email a link of the current view
• Whenever a Quote is revised, all fields on the closed state record are updated
• Related record lookups have issues when changing the parent value in the mobile client
• The date format changes from DD/MM/YYY to MM/DD/YYYY after new records are imported
• The tab key does not work correctly on date/time field with legacy forms disabled
• Business rules are not being applied on load of editable grids in the mobile client
• Sent emails are stuck in the "Tracking pending" state indefinitely
• Duplicate detection rules do not work with a plugin on custom field set for pre-validation
• The Regarding field on Tracked emails is getting cleared when using the App for Outlook
• Automatic Record Creation Rules are associating with inactive Customer records
• The "+" button is missing in the Product entity's subgrid in the mobile client
• The page is losing focus after selecting the Subject field on a case form
• Unable to load the Set Properties window in Process Dialogs
• Pop-out option not working to open records
• Duplicate contacts are created if the rebuild of ID mapping fails after a test and enable
• Uninstalling a solution fails once the app is removed via customizations
• The track bar doesn't load on Android devices
• Deleting an email enabled entity orphans activity parties, causing Grid and Social Pane errors
• Duplicate entity display name causes relevance search to fail
• The 'Publishing Customizations' dialog is persisting until clicking on the form
• Processes remain active after the owning user is disabled, but they then get deactivated after a solution upgrade
• Adding a lead record through a sub-grid on the campaign form shows an error
• Child Records are sorted randomly in Word Template Reports
• Product entity search performance issues occur when searching for Products on the Opportunity form
• Posts are sorted incorrectly
• Login performance issues
• Pop up for confirmation to deactivate a record is appearing blank, with only a cancel button
• The Product Properties Hyperlink is not working
• Sync workflows terminate with the error 'PopulateBusinessClosureRequests Failed'
• Regarding lookup is not defaulting correctly with Legacy Forms disabled
• Nearby Customer Card is not showing if the 'No. of Employees' field is empty
• Case entity Business Process Flows always displaying the last stage whenever a case is open
• When clicking on Revise multiple times, quotes are created with a different quote ID, but the same revision ID
• Funnel Charts are displayed incorrectly in the Interactive Service Hub
• Editable sub-grids don't load when you open a record in the CRM Outlook Client
• WebAPI and OData requests from the CRM App for Outlook fail inside Outlook.exe
• Reports are greyed out if a user is disabled on the default CRM organization
• Multiple lines of text are not working properly with Word Templates
• The Lead Ribbon does not refresh on Assign
• The Contacts sub-grid on the Account form with "Records: All Record Types" throws an error while saving
• The Price List field is cleared on save when the Currency field is set via SetLookup Client API
• Server Side Sync removes an attendee if the party member is also the organizer
• A Bullet Point is inserted incorrectly when working in an email form and inserting bullet points
• The LinkedIn Sales Navigator solution is overriding customizations to default values
• Exception "mobileofflineprofile With Id = GUID Does Not Exist" is thrown from sandbox instances which are Minimal Copied from Production instances
• Marketing Lists are not getting associated with an existing undistributed Campaign activity
• Wrong expiresOn date when creating a contract via SDK
• Chart returns different results on Mobile App than in the Web
• EnabledForACT is not set back to 0 after changing Server Side Sync settings
• The CRM for Outlook Client loses connectivity to CRM on Multihomed Computers
• Unsaved changes are displayed after Autosave triggers
• Business Process Flows involving required values allows you to proceed to the next stage
• Unable to add products from the product associated view in Orders and Invoices
• Error with Knowledge Base Search Control on the lead entity
• Chart within Dashboard is failed to render due to a SQL Error by the Mobile Client
• The Remove Value button is not working as expected
• Unable to Edit Activity Feeds Filters
• Business Rules and Javascript do not fire in Mobile Offline
• Multi record edits displaying the default form
• Email Templates inserting at the top of an Email Body with IE11
• Knowledge Article views are not Refreshing after you search for Articles
• Unable to add additional options to an existing option set in the recurring appointment entity
• Auto save is not always triggered for description fields
• A Javascript error occurs when leaving a form if the articles sub-grid is inserted into the form 

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Support for new technologies provided by Microsoft Dynamics 365 (on-premises) Update 2.2:

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 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 (on-premises) Update 2.2: Microsoft Dynamics 365 (on-premises) Update 2.2 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

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Greg Nichols
Dynamics 365 Senior Premier Field Engineer
Microsoft Corporation

Our PFE colleague in Norway Ritesh Ranjan recently published the following article on his blog. We are cross-posting here for your reading pleasure!

Well, if you are wondering, looking at the TraceLogBase table size, that there is a problem with the Dynamics CRM Server-Side Sync, then I would say ‘NO’. There is no problem with the product but the fact that you might have ignored the fact that you are capturing all the logs, Information, Warnings & Errors!

Dynamics CRM Server-Side Sync allows you to capture logs which could help in troubleshooting any issues with users mailboxes in regards to the Server-Side Sync. The alerts are shown on the Alerts wall or the Alerts section in the mailbox or email server profile records.

The following table shows how to view the alerts and the actions you can take on these alerts.

Now I believe you would have got an idea on what is going wrong and once you decide to uncheck the Check Boxes for Warnings and Information those data would not be captured thereafter. However, you still need to clean the database with these unwanted data, isn’t it? So, you could use the Bulk Delete Job to clean the data like this.

•    Login to Dynamics CRM Application as an administrator and then navigate to Settings-->Data Management

•    Then click on Bulk Record Deletion

•    Click on New-->Click on Next.
•    In ‘Look For’, select Traces

•     Select Level and then make sure to select set it Equals to Information and Warning

•    Click on Ok

Then select the Regarding Object Type (In my example, I was dealing with a lot of data in regards to the Email Server Profile and Mailboxes).

Give this view a name and save it for future usage. If you wish you could also remove or add a few columns to select your data precisely.

Note: please make sure to start this job during off peak hours and schedule it to run during off peak hours only if the data set is huge. You can start and stop the job manually or schedule it too.

Also, you should always take the backup of the ORG_MSCRM database before making any changes.

In this case while working with my customer, cleaning up their database we could around delete 2 billion records, which was almost 80-90% of the total volume of data in the TraceLogBase table. However, you might encounter a problem that while deleting these many records you might would like to add more filters so that you don’t get any SQL Timeouts.

However, if you still can’t overcome the SQL Timeout errors with this then please work with Microsoft Support Team on this for further assistance.

Hope this helps and please do share your comments or feedbacks.

We’ve had several customers ask about an updated PowerShellscript that would download the Dynamics 2016 pre-requisites and put them in to a folder for installations without internet access.  Since the previous two versions there's been a change to the files required in 2016, so with a few tweaks and a little testing, we have a script to paste in to PowerShell and create our own CRM 2016 Redist folder with all the pre-requisite files.

Usually you find PowerShell scripts downloadable as PS1 files, for the sake of safety I’ve provided it as text as well as a txt download so you can review the script it before running it in PowerShell.  With that in mind, this script can be simply copied and pasted into PowerShell so you can quickly build your redist folder.

Instructions for use:

1. Open PowerShell on the computer you have internet access on
2. Copy the script below top to bottom (from the “#begin script” to the “#end script”) – NOTE you may need to edit your language code in the script if you are not installing the EN-US language
3. Paste it right into PowerShell – if it doesn’t execute hit enter to run the “Create-CRM2016Redist” function
4. This will pop up a folder picker, pick a folder and press OK
5. After you press Ok, the script will create a new Redist folder in the destination you’ve selected it will then proceed to create the directory structure (11 Folders), then download 24 files, this should total about 216MB of disk space when it’s all done.
6. Finally, once it has completed, copy the redist folder to the install folder containing: Server, Client, EmailRouter, and BIDSExtensions folders
7. When you’re done copying your install folder should look like the graphic below:
   
   

Download the PowerShell Script as a .txt file.

#begin Script
#Function to Show an Open Folder Dialog and return the directory selected by the user.
function Read-FolderBrowserDialog([string]$Message, [string]$InitialDirectory)
{
    $app = New-Object -ComObject Shell.Application
    $folder = $app.BrowseForFolder(0, $Message, 0, $InitialDirectory)
    if ($folder) { return $folder.Self.Path } else { return '' }
}
#download pre-req function, also creates the folders
function dlPreReq($root, $folderName, $fileName, $url)
{
  $fldr = Join-Path -Path $root -Child $folderName
  $dest = Join-Path -Path $fldr -Child $fileName
  #create folder if it doesnt exist
  if((Test-Path -Path $fldr) -ne $True)
  {
    New-Item -Path $fldr -ItemType directory | out-null
  }
  Write-Host ("Downloading {0} to path: {1} " -f $fileName, $fldr)
  $wc = New-Object system.net.webclient
  $wc.downloadFile($url,$dest)
}
#download each pre-req
function Create-CRM2016Redist()
{
  $linkRoot = "http://go.microsoft.com/fwlink/?LinkId="
  $langCode = "ENU"
  $LHex = 0x409 #must match above langCode
  $folderRoot = (Read-FolderBrowserDialog "Pick the location to create the Dynamics CRM 2013 redist folder") #folder root
  if(($folderRoot.length) -gt 0)
  {
    $fr = Join-Path -Path $folderRoot -Child "Redist"
    dlPreReq $fr dotNETFX "NDP452-KB2901907-x86-x64-AllOS-ENU.exe" "$($linkRoot)328855&clcid=$($LHex)"
    dlPreReq $fr WindowsIdentityFoundation Windows6.0-KB974405-x86.msu "$($linkRoot)190775&clcid=$($LHex)"
    dlPreReq $fr WindowsIdentityFoundation Windows6.0-KB974405-x64.msu "$($linkRoot)190771&clcid=$($LHex)"
    dlPreReq $fr WindowsIdentityFoundation Windows6.1-KB974405-x86.msu "$($linkRoot)190781&clcid=$($LHex)"
    dlPreReq $fr WindowsIdentityFoundation Windows6.1-KB974405-x64.msu "$($linkRoot)190780&clcid=$($LHex)"
    dlPreReq $fr SQLNativeClient sqlncli_x64.msi "$($linkRoot)178252&clcid=$($LHex)"
    dlPreReq $fr SQLSharedManagementObjects SharedManagementObjects_x64.msi "$($linkRoot)293644&clcid=$($LHex)"
    dlPreReq $fr SQLSystemCLRTypes SQLSysClrTypes_x64.msi "$($linkRoot)293645&clcid=$($LHex)"
    dlPreReq $fr ReportViewer "ReportViewer.msi" "$($linkRoot)390736&clcid=$($LHex)"
    dlPreReq $fr SQLExpr SQLEXPR_x86_$langCode.exe "$($linkRoot)403076&clcid=$($LHex)"
    dlPreReq $fr SQLExprRequiredSp SQLEXPR_x86_$langCode.exe "$($linkRoot)403077&clcid=$($LHex)"
    dlPreReq $fr SQLCE SSCERuntime_x86-$langCode.exe "$($linkRoot)253117&clcid=$($LHex)"
    dlPreReq $fr SQLCE SSCERuntime_x64-$langCode.exe "$($linkRoot)253118&clcid=$($LHex)"
    dlPreReq $fr MSI45 Windows6.0-KB942288-v2-x86.msu "$($linkRoot)139108&clcid=0x409"
    dlPreReq $fr MSI45 Windows6.0-KB942288-v2-x64.msu "$($linkRoot)139110&clcid=0x409"
    dlPreReq $fr VCRedist vcredist_x86.exe "$($linkRoot)402042&clcid=$($LHex)"
    dlPreReq $fr VCRedist vcredist_x64.exe "$($linkRoot)402059&clcid=$($LHex)"
    dlPreReq $fr VCRedist10 vcredist_x86.exe "$($linkRoot)404261&clcid=$($LHex)"
    dlPreReq $fr VCRedist10 vcredist_x64.exe "$($linkRoot)404264&clcid=$($LHex)"
    dlPreReq $fr IDCRL wllogin_32.msi "$($linkRoot)194721&clcid=$($LHex)"
    dlPreReq $fr IDCRL wllogin_64.msi "$($linkRoot)194722&clcid=$($LHex)"
    dlPreReq $fr WindowsIdentityFoundationExtensions "MicrosoftIdentityExtensions-64.msi" "http://download.microsoft.com/download/0/1/D/01D06854-CA0C-46F1-ADBA-EBF86010DCC6/r2/MicrosoftIdentityExtensions-64.msi"
    dlPreReq $fr Msoidcrl msoidcli_32bit.msi "$($linkRoot)317650&clcid=$($LHex)"
    dlPreReq $fr Msoidcrl msoidcli_64bit.msi "$($linkRoot)317651&clcid=$($LHex)"
  }
  else
  {
    write-host "No folder selected, operation was aborted. Run Create-CRM2016Redist to retry."
  }
}

#kick off the script
Create-CRM2016Redist

#End Script

The July 2017 Update for Dynamics 365 introduced a new feature that supports Business Process Flows as an entity. You can now work with each Business Process Flow as its own entity through dashboards, grids, and charts. This also means that you have the ability to interact with them through Dynamics 365 workflows.

In this article, I am going to focus on how you can create a Workflow for the Business Process Flow entity record to change the Active Stage when a field on the Opportunity entity record is updated. Previously this was only possible using client-side APIs or use of a plugin.

Triggers include:
• Process is applied
• Process status changes
• Process is assigned
• Process changes
• Process is deleted

In order to trigger the workflow to fire for a related, parent entity, such as Opportunity, you will need to keep this an asynchronous workflow. Select Process changes as a trigger, which will give you an option of which record type of the field you want the workflow to fire on.

Suppose that with the Out-of-Box Opportunity entity, when an Opportunity is created that is tied to an Existing Contact or Existing Account, the stage should move from the Qualify stage to the Develop stage.

When selecting the Record Type in the workflow, select Opportunity(Opportunity) and select both Account and Contact. This will kick off the workflow when these fields are populated.

Next, choose to Update Record to set the stage and choose to update the Business Process Flow entity. In this case, the Opportunity Sales Process entity.

In the Set Properties window, choose the Develop stage for Active Stage:

After you Save and Activate the Workflow, this should now trigger on update of the Account or Contact fields on the Opportunity record.

With the release of Dynamics 365 Customer Engagement (9.0), older versions of TLS (1.0 and 1.1) connections will be blocked and only connections using TLS 1.2 will be supported. If you are connecting a Microsoft Dynamics 365 for Outlook client on version 8.x to a 9.x Dynamics 365 instance, an update will be required for the clients.

Please refer to the following articles for details:

Updates coming to Dynamics 365 Customer Engagement connection security

"There is a problem communicating with the Microsoft Dynamics 365 server" error occurs when configuring Microsoft Dynamics 365 for Outlook

I recently ran into an issue with a customer that wasn’t well documented, so I wanted to share via our blog in case others run into this issue.

Scenario: My customer created an application in v8.2 (Works the same in v9) and added an App URL Suffix so that they could access the app directly by going to https://<crm instance name>.crm.dynamics.com/Apps/<AppName>.  Next, they wanted to move that app via a solution file up to a higher instance (ie: Dev to Test).  They created a solution file and added the App and sitemap to the solution.  They exported the solution and imported into the higher instance.

Result: The application imported successfully.  However, the App URL Suffix was blank and greyed out so that they couldn’t add it back in the App Designer | Properties area.

This is “by-design” as there isn’t currently a way to detect if that App URL Suffix is already in use in the destination instance.  So, we clear this out and you can still access your application by going to the My Apps area, but just not directly via the URL above in the source instance.  I have submitted a bug to get this experience improved in the future and also logged a CRM Idea that could use your vote.  https://ideas.dynamics.com/ideas/dynamics-crm/ID0003757

Workaround: The good news is that there is a workaround that exists in both v8.2 and v9 today.  You can go to the My Apps area (https://<crm instance name>.crm.dynamics.com/Apps) | Locate your App | Select “Manage Roles” | Expand “App URL Suffix”.  From there you can enter the desired URL in the destination instance, save and publish.   This will allow you to access your app directly from your URL again like you did in the source instance.

Hopefully this helps to get you out of the same jam that I was in with my customer this week.

Thanks!
Shawn Dieken

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