crminthefield: Podcast and Overview: Microsoft Dynamics CRM 2011 Update Rollup 13
We're proud to announce that all packages for Microsoft Dynamics CRM 2011 Update Rollup 13 were released on Wednesday, March 27th, 2013 to the Microsoft Download Center! We plan on releasing the Update Rollup 13 packages to Microsoft Update in April, 2013.
Update Rollup 13 Build number:
Update Rollup 13 Microsoft Download Center page
Here's the "Master" Microsoft Dynamics Knowledge Base article for Update Rollup 13: (KB 2791312). Going forward, the plan is for the Master Knowledge Base article for CRM 2011 Update Rollups to be published a bit in advance of release to aid planning.
On Wednesday, Mar. 27th 2013 Greg Nichols and Ryan Anderson from the Microsoft Premier Field Engineering team will provide information about:
at 11 AM Pacific time on BlogTalkRadio during their Microsoft Dynamics CRM 2011 Update Rollup 13 Podcast.
Note regarding Podcasts: You can make our CRM Premier Field Engineering podcasts available on Zune by using the RSS feed below. In the Zune software, go to Collection -> Podcasts and click on the Add a Podcast button on the lower left, then enter the url for the RSS feed: http://www.blogtalkradio.com/pfedynamics.rss. After that, you can adjust the series settings like any other podcast, so you can sync with your smartphone or Zune.
- The release of Update Rollup 13 for Microsoft Dynamics CRM 2011
- New fixes and Service Release functionality made available In Update Rollup 13
Update Rollup 13 news!
Unlike some earlier Update Rollup releases like Update Rollup 6 and 12, Update Rollup 13 does not add major functionality changes. It is a collection of fixes for issues reported by customers or found by Microsoft's Engineering Team, plus changes to provide support for related technology components. So, we're pleased to announce that the Microsoft Dynamics CRM Compatibility List now indicates that Update Rollup 13 provides support for:
Note: to install Microsoft Dynamics CRM on a server running Windows Server 2012, you must install the Update Rollup 13 SHS (Self-Healing Setup) package hosted on the Microsoft Update site when you are prompted to "update install files" during CRM setup. That release to Microsoft Update is tentatively scheduled for April 9th, 2013.
Update Rollup 12 news that you need to know because Update Rollups are cumulative, so these significant changes are also in Update Rollup 13!
- My teammate Sean McNellis' blog posting "UR12 vs. Polaris: Commonalities Differences & Improvements" which describes what December 2012 Service Release / Polaris features were released to on-premise customers via Update Rollup 12 and which have only been released to CRM Online customers, with on-premise release planned for later this year
For Microsoft Dynamics CRM business solutions that include an entity with a large dataset, record retrieval and grid rendering performance can be negatively impacted for users that do not have global access to all records associated with that entity. Code changes to mitigate this behavior first appeared in Microsoft Dynamics CRM 4.0, and have been fine-tuned since then.
With Microsoft Dynamics CRM 2011 Update Rollup 10 and later, big advancements have been made to optimize the performance of queries against large datasets by adjusting specific “statistical” settings to address the issue. Should this fail to achieve desired levels of performance, adjust the value associated with EnableRetrieveMultipleOptimization (ERMO) setting. You may have heard these changes described at this year's Convergence.
A first step in efforts to optimize the performance of queries against large data sets is to make adjustments to the “statistical” settings that affect the behavior of RetrieveMultiple queries. Although you can configure these settings by modifying the Windows Registry (under HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM) on the each of the Web servers that is used in a deployment, we recommend that these settings be configured by using the OrgDbOrgSettings, which will ensure that the configuration applies to a specific organization. For additional information about configuring these settings by using the OrgDbOrgSettings, and to download the tool that makes the OrgDbOrgSettings changes you desire, see the Microsoft Knowledge Base article titled "OrgDBOrgSettings Tool for Microsoft Dynamics CRM 2011" (KB 2691237)
If making adjustments to these settings does not yield satisfactory levels of performance, then consider adjusting the value of the EnableRetrieveMultipleOptimization (ERMO) setting. The ERMO setting is commonly used to limit the duration of certain long running queries; specifically, to overcome issues related to local or deep business unit access within Microsoft Dynamics CRM 2011 security roles.
Many more details describing appropriate scenarios for the available settings are already available via the Microsoft Download Center in a revised version of the whitepaper "Optimizing and Maintaining the Performance of a Microsoft Dynamics CRM 2011 Server Infrastructure", in the sections “Optimizing the Performance of Queries against Large Datasets” and “Optimizing the Performance of Quick Find Queries”. The details will appear in the MSDN version of this whitepaper as quickly as possible.
- UR12 includes the "Microsoft Dynamics CRM December 2012 Service Update" See:
- Additional cross-browser compatibility provided
- The December 2012 Service Update component of Microsoft Dynamics CRM 2011 Update Rollup 12 introduces additional browser compatibility for Firefox, Chrome, and Safari
- Indexes added to support the Update Rollup 10 Quick Find Optimizations
- Update Rollup 12 includes new indexes for the following entities in the Quick Find Search Optimization feature. To fully reap the benefits of the platform changes included in Update Rollup 10, indexing is needed. The indexes created are listed below:
- Contact (the Phone Number fields)
- Business Unit
- Connection Role
- KB Article
- Sales Literature
- These indexes are created during the Update Rollup 12 installation and you may notice that part of the installation will take longer to complete. The reason for this is that the indexes need to be populated and based on the size of your dataset the completion time will vary
- Enhancements to Activity Feeds
- The enhancements made to the activity feeds include a new feature called Like/Unlike
- With this feature, you can express your immediate feedback about a post
- For more information, see Like/Unlike
- Updated User Experience for Sales and Customer Service and Product Update Functionality for Microsoft Dynamics CRM Online
- The Microsoft Dynamics CRM December 2012 Service Update introduces a variety of new features and functionality, including an updated user experience. For Sales and Customer Service users, the updated user experience provides a new process flow visualization, which appears at the top of the forms, such as the Opportunity , Lead or Case form. The process flow guides users through the various phases of the sales and customer service processes
- For trials and subscriptions initiated after December 2012, the updated Sales and Customer Service user experience is included by default. Existing Microsoft Dynamics CRM Online customers have an option of adding the updated user experience to the Opportunity , Lead and Case forms by installing the Product Updates. This lets Administrators install selected feature updates based upon the specific needs of their organizations. The Product Updates are installed by using the Microsoft Dynamics CRM web application; they cannot be installed programmatically
- For more details, see What's New for Developers for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online
- Custom Workflow Activities for Microsoft Dynamics CRM Online
- Developer Toolkit Support for Microsoft Visual Studio 2012
- The Developer Toolkit for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online now supports Microsoft Visual Studio 2012. The installer can be found in the SDK download in the sdk\tools\developertoolkit\ folder
- Microsoft Dynamics CRM 2011 Software Development Kit (SDK) updated for Update Rollup 12 (version 5.0.13)
- Bulk Data Load performance enhancements
- To support bulk data load scenarios, this release introduces the ExecuteMultipleRequest message. This message supports the execution of multiple message requests using a single web method call. ExecuteMultipleRequest accepts an input collection of message requests, executes each of the message requests in the order they appear in the input collection, and optionally returns a collection of responses containing each message’s response or the error that occurred. Processing requests in bulk results in lower network traffic and higher message processing throughput
- For more information, see Use ExecuteMultiple to Improve Performance for Bulk Data Load
- Activity Feeds changes
- Microsoft Dynamics CRM Activity Feeds provide real-time notifications and quick sharing of information through short updates. These updates appear on your personal wall in the What's New area of the Workplace . Activity Feeds enable you to follow and learn about important activities that take place around people, accounts, contacts, leads, and anything else that you care about
- Updates can be posted manually by you, or automatically based on predefined system rules through a workflow. Activity Feeds can also be posted to by external applications through the Microsoft Dynamics CRM web services API. Activity Feeds expose Microsoft Lync real-time presence functionality so that you can initiate communication activities such as IM, phone calls, and emails. For more information, see Activity Feeds Entities
- More performance and stability-related fixes, including fixes to the CRM Client for Microsoft Outlook
- Contains all hotfixes / updates released in earlier Update Rollups
- Quick Find performance optimizations and EnableRetrieveMultipleOptimization SQL query performance optimizations (originally released in Update Rollup 10)
For more information about the Dynamics CRM Q4 2011 Service Update features, consult:
Packages will be available for download via:
- Testing Update Rollups: Best Practices
- Premier Field Engineering recommends treating Update Rollup 12 testing like to a new, major CRM release because of the introduction of new functionality introduced with the December 2012 Service Release. Do all the standard testing like you generally do for all UR’s, but then also all the functional and performance testing that you would do with a new major release
- The “general rule of thumb” for test plans for Update Rollup installs are:
- Test any changes in a pre-production environment BEFORE introducing into your production environment. Manage your risk!
- Consider using the Performance Toolkit for Microsoft Dynamics CRM 2011 to simulate your production user load in your testing environment, to shake out any performance-related issues early
- Test using the permissions your end-user roles (most restrictive) have. Testing with CRM Administrator permissions, for example, does not give you the complete picture
- Microsoft Dynamics CRM 2011 Custom Code Validation Tool
- Consider familiarizing yourselves with this tool… though the download page mentions Update Rollup 9, it hasn’t had much utility until now since the UR9 changes mentioned in the summary below were never released until UR12:
- Microsoft Dynamics CRM 2011 Custom Code Validation Tool
- Update Rollup 12+ require Microsoft .NET Framework 4
- Update Rollup 6 established a new servicing baseline. This will enable uninstalls of some future CRM 2011 Update Rollups, but this also means that Update Rollup 6 is prerequisite for installation of all future Microsoft CRM 2011 Update Rollups starting with Update Rollup 7.
- A database created with Microsoft Dynamics CRM 2011 Update Rollup 6 or a higher version cannot be imported to a deployment of Microsoft Dynamics CRM 2011 Update Rollup 5 or an earlier version. This scenario is not supported. Best practice is to import databases or customizations between environments that are at the same Update Rollup level.
- As Update Rollup 13 is cumulative, containing all changes released in earlier Update Rollup releases, it also contains the Dynamics CRM Q4 Service Update features released via Update Rollup 6. Some of these features include:
- Outlook Client Updates:
- Dialog Enhancements
- Data Visualization Enhancements:
- Chart Designer Enhancements
- New Chart Types
- Data Management Enhancements to:
- Duplicate Detection
- Activity Feeds
- Listening in on important activities in Social Media that take place around the people, accounts, contacts, leads or opportunities that you care about, including a Windows 7.5 phone application: "Business Hub"
- Update Rollup 5 does not install Activity Feeds:
for these CRM components:
NOTE: On Jan. 20th, 2012 these installation files were updated to include CRM 2011 Update Rollup 6 (Build 05.00.9690.1992)
Microsoft Dynamics CRM 2011 Update Rollup 13 Prerequisites:
- The Update Rollup 13 Microsoft Download Center page (released March 26th, 2013)
- The Microsoft Update Catalog - all packages except Server have a planned release date of April 9th, 2013
- The Microsoft Update detection / installation process
- Note: Microsoft Dynamics CRM 2011 Updates will be pushed via Microsoft Update as Important updates
- Client packages installed manually by downloading the packages and running install will require local administrator privileges. If the client packages are installed via Microsoft Update or SCCM (System Center Configuration Manager), they will not require local administrator privileges
- Consider using Windows Server Update Services (WSUS) or similar software distribution technologies to distribute Dynamics CRM Update Rollups internally. WSUS is a locally managed system that works with the public Microsoft Update website to give system administrators more control. By using Windows Server Update Services, administrators can manage the distribution of Microsoft hotfixes and updates released through Automatic Updates to computers in a corporate environment
- For help with installation please see the Installation Information section of the Update Rollup 13 "master" Microsoft Knowledge Base article
- Please review my teammate Shawn Dieken's superb (and recently updated) blog posting "How to install Microsoft Dynamics CRM 2011 without an Internet Connection" which provides details on how to set up an install on a machine without access to the Internet
- Please review my former teammate Jon Strand's equally superb blog posting "CRM 2011: Silently Installing Update Rollups" which provides details on installing CRM Outlook client update rollups "silently" in order to limit end-user interruption
Note regarding Microsoft Dynamics CRM Stack Technology Compatibility:
Do you want to know if certain Service Packs or versions of a Microsoft product are supported with Dynamics CRM? Now we have all of this in one “living" Knowledge Base article: the Microsoft Dynamics CRM Compatibility List. For example, you can use this KB article to determine the latest Microsoft SQL Server major version and Service Pack that is supported. Microsoft lists new products like Internet Explorer 10, Microsoft Windows 8, and Microsoft Office 2013 Preview as TBD until testing is complete; generally near General Availability (GA) of that product.
- Essentially the prerequisites listed in the Microsoft Dynamics CRM 2011 Implementation Guide download or online versions for the various CRM components serviced
- You must have Microsoft Dynamics CRM 2011 Update Rollup 6 installed (build 5.0.9690.1992) to apply this Update Rollup
Issues resolved via Microsoft Dynamics CRM 2011 Update Rollups:
Microsoft Dynamics CRM 2011 Update Rollup 13 is the twelfth (considering that Update Rollup 9 was not released publicly) of a series of cumulative Update Rollups that include fixes for the issues that are or will be documented in the "Master Knowledge Base Articles" for CRM 2011 Update Rollups. As they are cumulative, Update Rollup 13 contains all fixes shipped via Update Rollups 1-13, including fixes that were never publicly released via Update Rollup 9.
Hotfixes and updates that were released as individual fixes before Update Rollup 13 release:
The following issues were fixed and delivered to requesting customers prior to Update Rollup 13 release as Critical On Demand (COD) fixes and are included in Update Rollup 13:
Other fixes released via CRM 2011 Update Rollup 13:
- When you add recipients to an activity record, the record is unexpectedly shared to all the recipients
- When you create a telephone call, the From value is not updated by a pre-operation plugin
- A stack overflow occurs at the zero line in a Microsoft Dynamics CRM 2011 Outlook client
- When you import text data, a SecLib::CheckPrivilege error occurs
- Replies and forwards of a tracked email message are tracked unexpectedly in Microsoft Dynamics CRM
- Assume that you run the Set Regarding function on an item in a Microsoft Dynamics CRM 2011 Outlook client. After you cancel the Set Regarding wizard, the item is tracked unexpectedly
- After you import a managed solution in Microsoft Dynamics CRM, labels on the form for the solution display incorrect information
- Assume that a data import operation fails for some records in a nondefault organization. When you try to export the failure history, you receive an error message that states that the record is unavailable
- The web service definition language (WSDL) information for the Organization.svc file is unexpectedly returned with secure sockets layer (SSL) offloading
- When you change properties in a "send email" or "create email" step in a workflow, an exception error occurs
- A "Should never reach this point" exception error occurs during the BackgroundSendEmail process
- After you propose a new time for a recurring appointment, the recurring appointment is converted to a nonrecurring appointment
- When events in a Wait Until condition are met, the condition is not triggered
- When you start to track a contact that was tracked previously in Outlook, a Duplicate Record dialog box appears
- The Zarafa add-in for Outlook does not work in a Microsoft Dynamics CRM 2011 Outlook client
- The third-party products that this article discusses are manufactured by companies that are independent of Microsoft. Microsoft makes no warranty, implied or otherwise, about the performance or reliability of these products
Hotfixes and updates that you have to enable or configure manually
Occasionally, updates released via Update Rollups require manual configuration to enable them. Microsoft Dynamics CRM Update Rollups are always cumulative; for example, Update Rollup 13 contains all fixes previously released via Update Rollups 1-12 as well as fixes newly released via Update Rollup 13. So if you install Update Rollup 13 on a machine upon which you previously installed no Update Rollups, you will need to manually enable any desired fixes for Update Rollups 1-13:
- Assume that you enable network load balancing (NLB) for Internet-Facing Deployment (IFD) and claims authentication in Microsoft Dynamics CRM 2011. You set the token lifetime to more than ten hours for claims and IFD endpoints. In this situation, you unexpectedly receive a message after ten hours that requires authentication
- You cannot configure the CRM Outlook client by using the organization URL of an Office 365 CRM organization
- The CallerId property is not configured for Windows Communication Foundation (WCF) calls that are made from Microsoft Silverlight or Microsoft Jscript
- When you reassign all records from one user to another user, a time-out error occurs
- When you export a Microsoft Excel worksheet, the name of the exported file differs from the view name of the worksheet
- When you try to reply to a tracked email message that you received from another Microsoft Dynamics CRM user, a "prvWriteActivity permission" error occurs
- You cannot import customizations into Microsoft Dynamics CRM. This issue is caused by relationships that do not use the correct prefixes
- Out-of-Box SQL based reports do not work as expected if the dynamically generated string is longer than 4000 characters
- When you merge email messages by using rules in Microsoft Word, Microsoft Outlook crashes
- The WorkflowContext.CreateOrganizationService function does not use the current user ID
- Assume that you create an SDK application, and then the application creates an email message. You create an activity mime attachment that is associated with the email message, and then you retrieve all columns for the attachment. In this situation, the logical name of the email message is listed incorrectly as the name of the activity mime attachment
- When you click a link in a site map, all the links in the site map are opened expect for the link that you clicked
- When you create an entity in Microsoft Dynamics CRM, form level ribbon customizations are not imported
- After you install Update Rollup 12 for Microsoft Dynamics CRM 2011, you cannot configure lookup values by using Jscript
- Assume that you copy an appointment into Microsoft Dynamics CRM. However, when you view the appointment in Microsoft Dynamics CRM, you are directed to the original appointment instead of the copied appointment in Microsoft Dynamics CRM
- The time is not displayed correctly in the tooltip for follow-up tasks for Microsoft Dynamics CRM records in Outlook
- When you set the read permission for email message templates to Business Unit, you cannot view templates for personal email messages
- Assume that you refresh a form to load data into the form by using the green circle button. When you export the data to Excel, the data in the fifth sub-grid is not exported
- When your user account is disabled in a default organization, you cannot run path based reports
- When you load role based forms, the computer freezes
- When the subject line is empty in an email message in a Microsoft Dynamics CRM Outlook client, you cannot convert the email message to a case or opportunity
- The Azure Service Bus Integration procedure does not consider message size
- You cannot export translations that have duplicate labels
- After you export data to Excel by using the "Export saved view" option, the data is not displayed in Excel
- You cannot import a record when the parent record of the record has an inactive duplicate
- When you perform a search in the "Quick find" search option, no results are returned
- When you export data to Excel by using the Dynamic Worksheet option for activities, a System.InvalidCastException error occurs
- Assume that you set the Relationship Behavior for Assign value to Cascade Active. In this situation, you cannot assign an appointment to a user
- When you retrieve multiple queries, you experience slow performance in Microsoft Dynamics CRM. Additionally, when there are over 1,000 business units in Microsoft Dynamics CRM, and then you retrieve queries, you receive the following error message:
- Incorrect syntax near the keyword 'UNION'
- If an error occurs when you call the AppGridWebService.ashx feature, you do not receive the correct error message
- You cannot install Update Rollup 11 for Microsoft Dynamics CRM 2011 on a computer that has a French version of Windows, SQL Server, and Microsoft Dynamics CRM 2011 installed
- When out-of-the-box dashboards are deleted, you cannot import or export a solution
- When a plugin cancels the save operation of an opportunity product, the "customer exceptions" error message is not displayed
- When you select the Show only my records value in a lookup dialog box, records that are owned by all users are displayed unexpectedly
- After you change some user roles, no users can visit the Microsoft Dynamics CRM site. This issue occurs because of SQL string blockings
- When you try to create business units, you experience slow performance in Microsoft Dynamics CRM
- "Track in CRM" is displayed instead of "Untrack" on the Track in CRM button for appointments
- After you delete role privileges by using a managed solution in Microsoft Dynamics CRM, you cannot add the role privileges again
- The titles of notes are not displayed in the notes control
- You cannot change the parent of a business unit to a root business unit
- You cannot open a custom activity in the Month calendar view
- Outlook client configuration trying to access invalid max endpoint with Windows 2012 and ADFS 2.1
- When you add an attachment to a mail merge document, the file name of the attached file contains the full path of the file
- When the security role settings are configured so that a group of icons are hidden, ribbons are not displayed
- After you delete a referenced team from a record share, you cannot view the audit history of the referenced team. Additionally, you receive an error message
- Accounts are not displayed in the active account view in a Microsoft Dynamics CRM 2011 Outlook client
Mismatched Update Rollup versions within a Microsoft Dynamics CRM deployment
In a scenario where you may be running many client workstations with Microsoft Dynamics CRM 2011 for Microsoft Office Outlook, a common question is whether it is supported to run mismatched versions. For example, where Update Rollup 5 has been installed on the CRM Server but the Outlook clients are still on Update Rollup 1, or where Update Rollup 1 is on the CRM server but due to updates available to the Outlook client you have decided to install Update Rollup 6 on the clients without installing Update Rollup 4 on the server.
The general rule of thumb is to try to keep the versions in sync as much as possible, and we recommend that you avoid deltas of more than one version between client and server. So ideally, you would be running Update Rollup 13 server with Update Rollup 12 or 13 on your Outlook client. However, it is permissible (though not recommended as a long-term solution) to run mismatched Update Rollup versions on Outlook client and server, as Microsoft does do some testing of such combinations.
However, regarding the other Update Rollups (for example Rollups for the Microsoft Dynamics CRM 2011 Email Router or Microsoft Dynamics CRM 2011 Reporting Extensions), it is not supported nor recommended to run mismatched versions. A best practice is to update these components at the same time you update your CRM Server. Do the best you can to keep these Update Rollup versions in sync.
For more information, see the blog posting "User experience while accessing CRM 2011 application servers while Update Rollups are being applied"
Internet Explorer 10, Windows 8, Office 2013, and Windows Server 2012 Compatibility
The Microsoft Dynamics CRM Engineering team consistently Microsoft Dynamics CRM 2011 against pre-release and release versions of technology stack components that Microsoft Dynamics interoperates with. When appropriate, Microsoft releases enhancements via future Microsoft Dynamics CRM 2011 Update Rollups or new major version releases to assure compatibility with future releases of these products.
- Update Rollup 1: no updates requiring manual configuration
- Update Rollup 2 for Microsoft Dynamics CRM 2011 contains the following update that you must enable or configure manually - details on enabling or configuring can be found in this Microsoft Knowledge Base article:
- 2535245 RetrieveMultiple optimization for basic depth needed for local and deep depth read privileges in Microsoft Dynamics CRM 2011
- NOTE: see comments near the beginning of this blog regarding significant rework to EnableRetrieveMultipleOptimization released in Update Rollup 10
- Update Rollup 3: no updates requiring manual configuration
- Update Rollup 4: no updates requiring manual configuration
- Update Rollup 5: no updates requiring manual configuration
- Update Rollup 6 for Microsoft Dynamics CRM 2011 contains the following update that you must enable or configure manually - details on enabling or configuring can be found in this Microsoft Knowledge Base article:
- 2664150 Steps to clean up the PrincipalObjectAccess table in Microsoft Dynamics CRM 2011 after Update Rollup 6 is applied
- Update Rollup 7: no updates requiring manual configuration
- Update Rollup 8: no updates requiring manual configuration
- Update Rollup 10 (includes hotfix components of Update Rollup 9): no updates requiring manual configuration to enable, but
- Note my above comments regarding ERMO (EnableRetrieveMultipleOptimization) option configuration via registry keys or (preferred) OrgDbOrgSettings updates
- This information supercedes the information in KB 2535245, which discusses EnableRetrieveMultipleOptimization enhancements shipped in CRM 2011 Update Rollup 2
- Update Rollup 11 for Microsoft Dynamics CRM 2011 contains the following update that you must enable or configure manually - details on enabling or configuring can be found in this Microsoft Knowledge Base article:
- 2820838 Microsoft Dynamics CRM E-mail Router Rule Deployment Wizard does not work in an Exchange 2003 and Exchange 2010 mixed environment
- Update Rollup 12 for Microsoft Dynamics CRM 2011 contains the following update that you must enable or configure manually - details on enabling or configuring can be found in this Microsoft Knowledge Base article:
- 2820835 Sync the private property from Outlook appointments to Microsoft Dynamics CRM 2011 with Update Rollup 12
- Update Rollup 13: no updates requiring manual configuration
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